Hestia Capital Management, LLC

CIK 1815344 · View on SEC EDGAR ↗

Portfolio value
$75.5M
#8,531 of 9,443 by 13F value · top 90.3%
Positions
9
As of
June 30, 2026

Portfolio value QoQ: -32.2% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
9
Effective number of positions
1.6

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 4.17% Est. buys $3,898,494 · sells $94,617,448

Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 25.0% still held

New positions
1
Increased
3
Decreased
3
Closed
9

Put-notional exposure: 10.2% puts 13F reports option positions at underlying notional value — may include hedges, not necessarily bearish bets

On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+145.6%
S&P 500 total return (same window)
+28.1%
Excess return
+117.6%

Annualized: +82.4% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 99.8% · Options excluded: 13.0%

Sector breakdown

Industrials
81.0%
Retail
9.7%
Consumer Staples
3.8%
Consumer products
1.5%
Financials
1.4%
Consumer Discretionary
1.4%
Technology
1.1%

Full portfolio 9 positions

Type Streak 8Q trend
PBI Pitney Bowes Inc. Common Stock $59,627,918 78.97% 3,403,420 $-30,493,727 Down ×6
KSS Kohl's Corporation Common Stock $5,342,580 7.08% 301,500 $1,479,030 Up ×2
FLO Flowers Foods, Inc. Common Stock $2,867,700 3.80% 363,000 $640,305 Up ×4
CVNA Carvana Co. Class A Common Stock $2,000,928 2.65% 30,400 Put option $1,623,648 Up ×1
AME AMETEK, Inc. $1,548,416 2.05% 6,400 Put option
KBH KB Home Common Stock $1,164,174 1.54% 18,600 Put option $175,749 Down ×3
BAC Bank of America Corporation Common Stock $1,082,620 1.43% 19,000 Put option $156,370
WYNN Wynn Resorts, Limited - Common Stock $1,029,154 1.36% 10,600 Put option $-47,276
SNOW Snowflake Inc. Common Stock $839,850 1.11% 3,300 Put option $311,980 Down ×2

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
FLO $2,867,700 3.80% up ×4

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
AME $1,548,416 6,400 2.05%

Top movers (QoQ)

Security Action Shares Δ Value Δ
PBI Trimmed -4.8M -$30.5M
KSS Bought more +2K +$1.5M
FLO Bought more +90K +$640K
SNOW Trimmed -200 +$312K
KBH Trimmed -500 +$176K
BAC Price move only +0 +$156K
WYNN Price move only +0 -$47K

1 position hidden (data completeness check)

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
GLBE March 31, 2025 41,500 $2,262,995 13.0%
RBC June 30, 2026 4,000 $2,172,480 -21.4%
NET June 30, 2026 9,500 $1,960,230 12.3%
AXP June 30, 2026 5,800 $1,754,384 -0.9%
AXP March 31, 2025 5,900 $1,751,061 24.6%
UBER March 31, 2026 19,900 $1,626,029 8.7%
TSLA March 31, 2025 3,800 $1,534,592 34.6%
WSO March 31, 2025 3,200 $1,516,448 -37.7%
CVNA March 31, 2025 6,700 $1,362,512 -66.0%
TSLA June 30, 2026 3,600 $1,338,300 -17.1%
UBER March 31, 2025 22,000 $1,327,040 7.3%
AME March 31, 2026 6,200 $1,272,922 12.2%
TDY June 30, 2026 2,100 $1,270,521 -5.1%
FRPT March 31, 2025 8,500 $1,258,935 -11.4%
AZEK March 31, 2025 25,800 $1,224,726 No longer tracked
GM March 31, 2026 14,400 $1,171,008 17.7%
RBC March 31, 2025 3,900 $1,166,646 57.4%
PFGC March 31, 2026 12,700 $1,141,984 22.3%
NET March 31, 2025 10,600 $1,141,408 144.4%
PODD March 31, 2026 3,600 $1,023,264 -30.4%
WSO March 31, 2026 3,000 $1,010,850 -13.0%
CHEF June 30, 2026 17,000 $1,010,650 14.3%
GLBE June 30, 2026 31,700 $977,945 16.0%
TRN March 31, 2025 27,600 $968,760 6.2%
RMD March 31, 2026 4,000 $963,480 2.4%
CACC March 31, 2025 2,000 $938,920 17.1%
WYNN March 31, 2025 10,600 $913,296 20.0%
RHP March 31, 2026 9,500 $898,890 39.2%
UFPI March 31, 2025 7,700 $867,405 -17.0%
FND March 31, 2025 8,400 $837,480 -32.0%
PFGC March 31, 2025 9,700 $820,135 33.2%
HEES March 31, 2025 16,000 $783,360 No longer tracked
TDY March 31, 2025 1,600 $742,608 27.2%
DPZ March 31, 2025 1,700 $713,592 -27.0%
CMCO March 31, 2025 19,000 $707,560 4.0%
CELH June 30, 2026 19,900 $706,052 10.4%
BAC March 31, 2025 16,000 $703,200 49.6%
RMD March 31, 2025 3,000 $686,070 2.7%
GM March 31, 2025 11,200 $596,624 86.5%
SNOW March 31, 2025 3,800 $586,758 116.1%
QVCGAXXXX June 30, 2025 2,159,270 $434,229 No longer tracked
BILL March 31, 2025 3,800 $321,898 3.2%
CELH March 31, 2025 10,000 $263,400 -9.2%
QVCGA June 30, 2026 32,769 $82,906 No longer tracked