Sessa Capital IM, L.P.
Sessa Capital IM, L.P. reported 30 positions worth $5.98B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: HUM (24.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | HUM | SH | $1.48B | 24.76% | 3,727,740 | — | — | |
| ▸ 2 | WBD | SH | $804.2M | 13.45% | 30,165,805 | — | — | |
| ▸ 3 | KMB | SH | $572.1M | 9.57% | 5,212,035 | — | — | |
| ▸ 4 | SHC | SH | $480.1M | 8.03% | 27,050,000 | — | — | |
| ▸ 5 | PCG | SH | $413.4M | 6.91% | 24,578,101 | — | — | |
| ▸ 6 | ALLY | SH | $390.0M | 6.52% | 8,488,098 | — | — | |
| ▸ 7 | COF | SH | $312.6M | 5.23% | 1,558,233 | — | — | |
| ▸ 8 | ILMN | SH | $196.6M | 3.29% | 1,118,374 | — | — | |
| ▸ 9 | TFX | SH | $193.5M | 3.24% | 1,526,228 | — | — | |
| ▸ 10 | MICC | SH | $166.9M | 2.79% | 9,589,219 | — | — |
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Frequently Asked Questions
What stocks does Sessa Capital IM, L.P. hold as of Q2 2026?
Sessa Capital IM, L.P. reported 30 positions worth $5.98B in its Q2 2026 13F filing. Largest positions: HUM (24.8%), WBD (13.4%), KMB (9.6%), SHC (8.0%) and PCG (6.9%).
What did Sessa Capital IM, L.P. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sessa Capital IM, L.P. 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.