59 North Capital Management’s Loews L Stock Holding History

59 North Capital Management’s Portfolio L Stock Details L Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$186M	Buy	1,644,711 +1,188,111	+260%	+$129M	4.14%	12
2026 Q1	$48.7M	Buy	+456,600	New	+$48.9M	1.45%	14

Other funds holding L

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

59 North Capital Management's L Position: Q2 2026 in Review

59 North Capital Management increased its Loews (L) stake by 260% in Q2 2026, buying an estimated $129M and bringing the position to 1,644,711 shares worth $186M. The position accounts for 4.14% of the portfolio, ranked #12.

59 North Capital Management first reported a position in L in Q1 2026 and has held it in 2 quarters since. 784 funds tracked by Wall St. Rank hold L as of Q2 2026.

59 North Capital Management held 1,644,711 shares of Loews worth $186M as of Q2 2026.
59 North Capital Management bought 1,188,111 Loews shares in Q2 2026, an estimated $129M.
Loews made up 4.14% of 59 North Capital Management's portfolio in Q2 2026, its #12 holding.
59 North Capital Management first reported a position in Loews in Q1 2026 and has held it in 2 quarters since.
784 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on 59 North Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.