Hestia Capital Management, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Hestia Capital Management, LLC disclosed 3 US equity positions worth $135.6m in its Q3 2025 13F filing. The largest position was PBI at 96.6% of the reported book, followed by KSS and FLO. Against the Q2 2025 filing, it opened 0 new positions, added to 1 and reduced 2 among the top 3 holdings.
What did Hestia Capital Management, LLC own in Q3 2025? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | PBI PITNEY BOWES INC | Industrials | 96.6% | $130.9m | 11,474,326 | -5% | reduced |
| 2 | KSS KOHLS CORP | Consumer Cyclical | 2.3% | $3.1m | 204,500 | -19% | reduced |
| 3 | FLO FLOWERS FOODS INC | Consumer Defensive | 1.1% | $1.5m | 115,100 | 271% | added |
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.