Hestia Capital Management, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Hestia Capital Management, LLC disclosed 3 US equity positions worth $94.3m in its Q4 2025 13F filing. The largest position was PBI at 94.8% of the reported book, followed by KSS and FLO. Against the Q3 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 Q4 2025? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | PBI PITNEY BOWES INC | Industrials | 94.8% | $89.4m | 8,455,805 | -26% | reduced |
| 2 | KSS KOHLS CORP | Consumer Cyclical | 3.1% | $2.9m | 144,500 | -29% | reduced |
| 3 | FLO FLOWERS FOODS INC | Consumer Defensive | 2.1% | $2.0m | 180,100 | 56% | 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.