Hestia Capital Management, LLC

CIK 0001815344 · CRANBERRY TOWNSHIP, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗

Hestia Capital Management, LLC reported 9 positions worth $75.5M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: PBI (79.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$75.5M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

9 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	PBI	PITNEY BOWES INC	SH	$59.6M	78.97%	3,403,420	—	—
▸ 2	KSS	KOHLS CORP	SH	$5.3M	7.08%	301,500	—	—
▸ 3	FLO	FLOWERS FOODS INC	SH	$2.9M	3.80%	363,000	—	—
▸ 4	CVNA	CARVANA CO	PUT	$2.0M	2.65%	30,400	—	—
▸ 5	AME	AMETEK INC	PUT	$1.5M	2.05%	6,400	—	—
▸ 6	KBH	KB HOME	PUT	$1.2M	1.54%	18,600	—	—
▸ 7	BAC	BANK OF AMER CORP	PUT	$1.1M	1.43%	19,000	—	—
▸ 8	WYNN	WYNN RESORTS LTD	PUT	$1.0M	1.36%	10,600	—	—
▸ 9	SNOW	SNOWFLAKE INC	PUT	$839.9K	1.11%	3,300	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Hestia Capital Management, LLC hold as of Q2 2026?

Hestia Capital Management, LLC reported 9 positions worth $75.5M in its Q2 2026 13F filing. Largest positions: PBI (79.0%), KSS (7.1%), FLO (3.8%), CVNA (2.7%) and AME (2.1%).

What did Hestia Capital Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Hestia Capital Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.