StockDriftsStockDriftsTop 29 Sessa Capital Im L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WBD | WARNER BROS DISCOVERY INC | 16.7% | 31.97M | $877.8M | -29.85%(-13.60M) | $13.05(+106.76%) | 2026-03-31 | |
| HUM | HUMANA INC | 12.3% | 3.73M | $646.4M | +60.75%(+1.41M) | $242.68(+25.73%) | 2026-03-31 | |
| PCG | PG&E CORP | 8.22% | 24.58M | $431.8M | +0.00%(+0) | $17.91(-9.94%) | 2026-03-31 | |
| KMB | KIMBERLY-CLARK CORP | 8.13% | 4.43M | $427.5M | new | $98.68(-2.81%) | 2026-03-31 | |
| ILMN | ILLUMINA INC | 7.68% | 3.28M | $403.8M | -3.77%(-128.21K) | $87.71(+62.52%) | 2026-03-31 | |
| APD | AIR PRODUCTS AND CHEMICALS I | 6.55% | 1.19M | $344.4M | +0.00%(+0) | $278.48(+6.07%) | 2026-03-31 | |
| ALLY | ALLY FINL INC | 6.34% | 8.49M | $333.0M | +81.29%(+3.81M) | $33.37(+25.84%) | 2026-03-31 | |
| SHC | SOTERA HEALTH CO | 6.29% | 23.05M | $330.5M | +12.17%(+2.50M) | $15.44(-1.08%) | 2026-03-31 | |
| COF | CAPITAL ONE FINL CORP | 5.41% | 1.56M | $284.3M | +0.00%(+0) | $193.14(-3.09%) | 2026-03-31 | |
| SOLS | SOLSTICE ADVANCED MATLS INC | 4.07% | 2.81M | $214.0M | -62.38%(-4.66M) | $48.58(+75.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +23.70% | +89.26% |
| Top 20 Holdings Unweighted | +27.92% | +109.31% |
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