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Hedge Funds Similar to 59 North

13F Portfolio OverlapQ2 202659 North portfolio →
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Most similar hedge funds by 13F overlap

59 North Capital Management, LP is an institutional investor managing $4.5B across 19 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to 59 North are Avantyr Partners, Metropolis Ltd, Crow's Nest, with shared positions in $VMC, $LPX, $COF, $AER, $NWS, $DIS. The full ranking of 25 similar funds is below.

#1Avantyr Capital Partners, LPActive
Notable overlap · 4 shared positions
$VMC$LPX$COF$AER
$2.7B
24 positions
#2Metropolis Capital LtdSmart money
Notable overlap · 3 shared positions
$NWS$DIS$SUNB
$3.4B
16 positions
#3Crow's Nest Holdings LPActive
Notable overlap · 3 shared positions
$LPX$FERG$SUNB
$331M
11 positions
#4BRUNI J V & CO /COActive
Notable overlap · 3 shared positions
$AER$KMI$COF
$1.1B
33 positions
#5140 Summer Partners LPActive
Notable overlap · 3 shared positions
$AER$COF$FLS
$1.4B
22 positions
#6M.D. Sass, LLCActive
Notable overlap · 3 shared positions
$COF$MLM$FLS
$1.5B
39 positions
#7London & Capital Asset Management LtdActive
Notable overlap · 3 shared positions
$FERG$COF$VMC
$10.9B
203 positions
#8ENGLISH CAPITAL MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$AER$FERG$COF
$217M
36 positions
#9O'Keefe Stevens Advisory, Inc.Active
Notable overlap · 3 shared positions
$AER$L$GPC
$488M
81 positions
#10FIDUCIARY MANAGEMENT INC /WI/Active
Notable overlap · 4 shared positions
$FERG$COF$LPX$SUNB
$7.0B
56 positions
#11Socorro Asset Management LPActive
Notable overlap · 3 shared positions
$DIS$MLM$FERG
$223M
33 positions
#12TRAN CAPITAL MANAGEMENT, L.P.Active
Notable overlap · 3 shared positions
$FERG$MLM$AER
$869M
66 positions
#13LATHROP INVESTMENT MANAGEMENT COActive
Notable overlap · 3 shared positions
$KMI$MLM$DIS
$565M
89 positions
#14Starboard Value LPActive
Some overlap · 3 shared positions
$NWS$FLS$FLR
$4.5B
22 positions
#15WEITZ INVESTMENT MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$VMC$MLM$COF
$1.4B
50 positions
#16WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTDActive
Some overlap · 3 shared positions
$FERG$SITE$LPX
$364M
37 positions
#17Ruane, Cunniff & Goldfarb L.P.Active
Some overlap · 3 shared positions
$COF$SUNB$FERG
$6.4B
54 positions
#18Skye Global Management LPSmart money
Some overlap · 4 shared positions
$MLM$VMC$FERG$LPX
$5.1B
30 positions
#19MAVERICK CAPITAL LTDActive
Some overlap · 3 shared positions
$COF$VMC$FLR
$11.3B
179 positions
#20COOKE & BIELER LPActive
Some overlap · 3 shared positions
$SUNB$DIS$AER
$8.6B
100 positions
#21HARRIS ASSOCIATES L PActive
Some overlap · 3 shared positions
$COF$AER$SUNB
$75.4B
162 positions
#22GARDNER RUSSO & QUINN LLCSmart money
Some overlap · 3 shared positions
$MLM$SUNB$VMC
$8.9B
85 positions
#23DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$COF$DIS$MLM
$12.5B
186 positions
#24MARK ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$COF$DIS$MLM
$1.5B
42 positions
#25Blackstone Inc.Active
Some overlap · 3 shared positions
$KMI$DTM$COF
$32.9B
518 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.