Hestia Capital Management, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Hestia Capital Management, LLC disclosed 3 US equity positions worth $133.9m in its Q2 2025 13F filing. The largest position was PBI at 98.0% of the reported book, followed by KSS and FLO. Against the Q1 2025 filing, it opened 1 new position, added to 0 and reduced 1 among the top 3 holdings.
What did Hestia Capital Management, LLC own in Q2 2025? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | PBI PITNEY BOWES INC | Industrials | 98.0% | $131.3m | 12,035,045 | -12% | reduced |
| 2 | KSS KOHLS CORP | Consumer Cyclical | 1.6% | $2.2m | 253,700 | 0% | held |
| 3 | FLO FLOWERS FOODS INC | Consumer Defensive | 0.4% | $495.4k | 31,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.