StockDriftsStockDriftsTop 3 Hestia Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PBI | PITNEY BOWES INC | 87.9% | 3.40M | $59.6M | -58.27%(-4.75M) | $7.18(+132.99%) | 2026-06-30 | |
| KSS | KOHLS CORP | 7.88% | 301.5K | $5.3M | +0.67%(+2.00K) | $16.41(+15.78%) | 2026-06-30 | |
| FLO | FLOWERS FOODS INC | 4.23% | 363.0K | $2.9M | +32.82%(+89.70K) | $11.45(-34.79%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +135.26% |
| Top 20 Holdings Unweighted | — | — | — | — | +37.20% |
Hestia Capital Management LLC reports $75.50M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are PBI (87.9%), KSS (7.9%) and FLO (4.2%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +135.26% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hestia Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1815344). View Hestia Capital Management LLC’s 13F filings on SEC