59 North Capital Management, LP: SITEONE LANDSCAPE SUPPLY INC (SITE): Quarterly 13F Position History
As of Q2 2026, 59 North Capital Management, LP reported 2,057,212 shares of SITEONE LANDSCAPE SUPPLY INC (SITE), worth $235.4M and representing 5.2% of its 13F equity book. Quarter-over-quarter share count change: + 1,007,772 (+96.0%) . The position first appeared in Q3 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.
- 2,057,212Shares Held (Latest Filing)
- $235.4MReported Market Value (Latest Filing)
- 5.2%Portfolio Weight (% of 13F Equity Book)
- +1,007,772Quarter-over-Quarter Share Change
- +$95.7MQuarter-over-Quarter Value Change
- 2,057,212Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,057,212 | +1,007,772 | +96.0% | $235.4M | 5.2% | $114.4 |
| Q1 2026 | 1,049,440 | 406,672 | -27.9% | $139.7M | 4.2% | $133.1 |
| Q4 2025 | 1,456,112 | 208,619 | -12.5% | $181.4M | 5.6% | $124.6 |
| Q3 2025 | 1,664,731 | – | – | $214.4M | 6.7% | $128.8 |
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 SITE position in 13F-HR filings?
59 North Capital Management, LP first reported SITEONE LANDSCAPE SUPPLY INC (SITE) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.
What was 59 North Capital Management, LP's most recent quarter-over-quarter share-count change in SITE?
Between Q1 2026 and Q2 2026, 59 North Capital Management, LP added 1,007,772 shares of SITE (+96.0%), bringing the total reported position to 2,057,212 shares at a market value of $235.4M.
Does the implied price-per-share represent 59 North Capital Management, LP's cost basis in SITE?
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.