Hestia Capital Management, LLC 13F Holdings

CIK 0001815344 · Cranberry Township, PA

As of Sep 30, 2025, Hestia Capital Management, LLC reported 17 positions worth 57.8M in its SEC Form 13F filing.

Top 17 holdings

SecurityTickerSectorSharesValue% of portfolio
PITNEY BOWES INCPBIIndustrials11,474,326 30.9M82.99%
KOHLS CORPKSSConsumer Cyclical204,500$3.1M1.99%
CARVANA COCVNAConsumer Cyclical6,800$2.6M1.63%
CLOUDFLARE INCNETTechnology11,200$2.4M1.52%
UBER TECHNOLOGIES INCUBERTechnology21,000$2.1M1.30%
AMERICAN EXPRESS COAXPFinancial Services5,900$2.0M1.24%
RBC BEARINGS INCRBCIndustrials4,300 .7M1.06%
TESLA INCTSLAConsumer Cyclical3,700 .6M1.04%
FLOWERS FOODS INCFLOConsumer Defensive115,100 .5M0.95%
WYNN RESORTS LTDWYNNConsumer Cyclical11,200 .4M0.91%
CELSIUS HOLDINGS INCCELHConsumer Defensive23,800 .4M0.87%
PERFORMANCE FOOD GROUP COPFGCConsumer Defensive13,000 .4M0.86%
KB HOMEKBHConsumer Cyclical20,800 .3M0.84%
WATSCO INCWSOIndustrials3,100 .3M0.79%
INSULET CORPPODDHealthcare3,800 .2M0.74%
RESMED INCRMDHealthcare4,100 .1M0.71%
RYMAN HOSPITALITY PROPERTIES INCRHPReal Estate9,500$851.1K0.54%