Hestia Capital Management, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Hestia Capital Management, LLC disclosed 3 US equity positions worth $67.8m in its Q2 2026 13F filing. The largest position was PBI at 87.9% of the reported book, followed by KSS and FLO. Against the Q1 2026 filing, it opened 0 new positions, added to 2 and reduced 1 among the top 3 holdings.
What did Hestia Capital Management, LLC own in Q2 2026? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | PBI PITNEY BOWES INC | Industrials | 87.9% | $59.6m | 3,403,420 | -58% | reduced |
| 2 | KSS KOHLS CORP | Consumer Cyclical | 7.9% | $5.3m | 301,500 | 1% | added |
| 3 | FLO FLOWERS FOODS INC | Consumer Defensive | 4.2% | $2.9m | 363,000 | 33% | 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.