§ 13F · FUND PROFILE
Hestia Capital Management, LLC.
AUM · $76M (13F)Positions · 9Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PBI | PITNEY BOWES INC | 3.40M | $60M | 79.0% | −58% |
| 2 | KSS | KOHLS CORP | 302K | $5M | 7.1% | +1% |
| 3 | FLO | FLOWERS FOODS INC | 363K | $3M | 3.8% | +33% |
| 4 | CVNA | CARVANA CO | 30K | $2M | 2.7% | +407% |
| 5 | AME | AMETEK INC | 6K | $2M | 2.1% | NEW |
| 6 | KBH | KB HOME | 19K | $1M | 1.5% | −3% |
| 7 | BAC | BANK OF AMER CORP | 19K | $1M | 1.4% | ±0% |
| 8 | WYNN | WYNN RESORTS LTD | 11K | $1M | 1.4% | ±0% |
| 9 | SNOW | SNOWFLAKE INC | 3K | $840K | 1.1% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HESTIA SIGNAL
AC read
Hestia Capital Management, LLC is a Other fund managing $76 million in assets. The fund runs a focused portfolio of just 9 positions.
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