59 North Capital Management, LP: KINDER MORGAN INC DEL (KMI): Quarterly 13F Position History
As of Q2 2026, 59 North Capital Management, LP reported 10,399,659 shares of KINDER MORGAN INC DEL (KMI), worth $332.5M and representing 7.4% of its 13F equity book. Quarter-over-quarter share count change: 163,741 (-1.6%) . The position first appeared in Q1 2025 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.
- 10,399,659Shares Held (Latest Filing)
- $332.5MReported Market Value (Latest Filing)
- 7.4%Portfolio Weight (% of 13F Equity Book)
- 163,741Quarter-over-Quarter Share Change
- -$21.7MQuarter-over-Quarter Value Change
- 11,373,545Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 10,399,659 | 163,741 | -1.6% | $332.5M | 7.4% | $32.0 |
| Q1 2026 | 10,563,400 | 810,145 | -7.1% | $354.2M | 10.6% | $33.5 |
| Q4 2025 | 11,373,545 | 0 | – | $312.7M | 9.7% | $27.5 |
| Q3 2025 | 11,373,545 | +776,165 | +7.3% | $322.0M | 10.0% | $28.3 |
| Q2 2025 | 10,597,380 | +3,739,398 | +54.5% | $311.6M | 11.1% | $29.4 |
| Q1 2025 | 6,857,982 | – | – | $195.7M | 7.0% | $28.5 |
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 KMI position in 13F-HR filings?
59 North Capital Management, LP first reported KINDER MORGAN INC DEL (KMI) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was 59 North Capital Management, LP's most recent quarter-over-quarter share-count change in KMI?
Between Q1 2026 and Q2 2026, 59 North Capital Management, LP reduced its KMI position by 163,741 shares (-1.6%), leaving 10,399,659 shares at a market value of $332.5M.
Does the implied price-per-share represent 59 North Capital Management, LP's cost basis in KMI?
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.