# Hestia Capital Management, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1815344. Source: https://holderbook.com/funds/1815344-hestia-capital-management-llc/

- Reported value: $75.5M
- Positions: 9
- Weight of the ten largest: 100.0%
- Filed: 2026-08-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| PITNEY BOWES INC | [PBI](https://holderbook.com/stocks/PBI/) | $59.6M | 3,403,420 | 79.0% | 7 |
| KOHLS CORP | [KSS](https://holderbook.com/stocks/KSS/) | $5.3M | 301,500 | 7.1% | 7 |
| FLOWERS FOODS INC | [FLO](https://holderbook.com/stocks/FLO/) | $2.9M | 363,000 | 3.8% | 5 |
| CARVANA CO | [CVNA](https://holderbook.com/stocks/CVNA/) | $2.0M | 0 | 2.7% | 5 |
| AMETEK INC | [AME](https://holderbook.com/stocks/AME/) | $1.5M | 0 | 2.1% | 1 |
| KB HOME | [KBH](https://holderbook.com/stocks/KBH/) | $1.2M | 0 | 1.5% | 7 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $1.1M | 0 | 1.4% | 3 |
| WYNN RESORTS LTD | [WYNN](https://holderbook.com/stocks/WYNN/) | $1.0M | 0 | 1.4% | 4 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $839.9K | 0 | 1.1% | 3 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $75.5M | 9 |
| Q1 2026 | $111.4M | 17 |
| Q4 2025 | $120.7M | 22 |
| Q3 2025 | $157.8M | 17 |
| Q2 2025 | $146.5M | 10 |
| Q1 2025 | $127.8M | 4 |
| Q4 2024 | $145.3M | 30 |