59 North Capital Management, LP: DISNEY WALT CO (DIS): Quarterly 13F Position History
As of Q2 2026, 59 North Capital Management, LP reported 5,255,314 shares of DISNEY WALT CO (DIS), worth $505.8M and representing 11.3% of its 13F equity book. Quarter-over-quarter share count change: + 3,104,202 (+144.3%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 5,255,314Shares Held (Latest Filing)
- $505.8MReported Market Value (Latest Filing)
- 11.3%Portfolio Weight (% of 13F Equity Book)
- +3,104,202Quarter-over-Quarter Share Change
- +$298.5MQuarter-over-Quarter Value Change
- 5,255,314Peak Reported Shares (Historical)
Recent initiation: 59 North Capital Management, LP first reported DIS on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 5,255,314 | +3,104,202 | +144.3% | $505.8M | 11.3% | $96.3 |
| Q1 2026 | 2,151,112 | – | – | $207.3M | 6.2% | $96.4 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did 59 North Capital Management, LP first disclose a DIS position in 13F-HR filings?
59 North Capital Management, LP first reported DISNEY WALT CO (DIS) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was 59 North Capital Management, LP's most recent quarter-over-quarter share-count change in DIS?
Between Q1 2026 and Q2 2026, 59 North Capital Management, LP added 3,104,202 shares of DIS (+144.3%), bringing the total reported position to 5,255,314 shares at a market value of $505.8M.
Does the implied price-per-share represent 59 North Capital Management, LP's cost basis in DIS?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.