# Hestia Capital Management, LLC: Form 13F holdings

An institutional investment manager in Cranberry Township, PA. SEC CIK 1815344.

- Quarter ended: 2026-06-30
- Filed: 2026-08-13
- Reported value: $75.5m
- Positions: 9 (9 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1815344/000194104026000587/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [PITNEY BOWES INC (PBI)](/companies/pbi.md) | COM | $59.6m | 79.0% | 3,403,420 |  | Reduced −4,752,385 |
| [KOHLS CORP (KSS)](/companies/kss.md) | COM | $5.3m | 7.1% | 301,500 |  | Added +2,000 |
| [FLOWERS FOODS INC (FLO)](/companies/flo.md) | COM | $2.9m | 3.8% | 363,000 |  | Added +89,700 |
| [CARVANA CO (CVNA)](/companies/cvna.md) | CL A | $2.0m | 2.7% | 30,400 | Put | Added +24,400 |
| [AMETEK INC (AME)](/companies/ame.md) | COM | $1.5m | 2.1% | 6,400 | Put | New +6,400 |
| [KB HOME (KBH)](/companies/kbh.md) | COM | $1.2m | 1.5% | 18,600 | Put | Reduced −500 |
| [BANK OF AMER CORP (BAC)](/companies/bac.md) | COM | $1.1m | 1.4% | 19,000 | Put | Unchanged |
| [WYNN RESORTS LTD (WYNN)](/companies/wynn.md) | COM | $1.0m | 1.4% | 10,600 | Put | Unchanged |
| [SNOWFLAKE INC (SNOW)](/companies/snow.md) | COM SHS | $839.9k | 1.1% | 3,300 | Put | Reduced −200 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AMERICAN EXPRESS CO (AXP)](/companies/axp.md) | COM | $0 | 0.0% | 0 | Put | Sold out −5,800 |
| [CELSIUS HLDGS INC (CELH)](/companies/celh.md) | COM NEW | $0 | 0.0% | 0 | Put | Sold out −19,900 |
| [CHEFS WHSE INC (CHEF)](/companies/chef.md) | COM | $0 | 0.0% | 0 | Put | Sold out −17,000 |
| [CLOUDFLARE INC (NET)](/companies/net.md) | CL A COM | $0 | 0.0% | 0 | Put | Sold out −9,500 |
| GLOBAL E ONLINE LTD | SHS | $0 | 0.0% | 0 | Put | Sold out −31,700 |
| QVC GROUP INC | COM SER A NEW | $0 | 0.0% | 0 |  | Sold out −32,769 |
| [RBC BEARINGS INC (RBC)](/companies/rbc.md) | COM | $0 | 0.0% | 0 | Put | Sold out −4,000 |
| [TELEDYNE TECHNOLOGIES INC (TDY)](/companies/tdy.md) | COM | $0 | 0.0% | 0 | Put | Sold out −2,100 |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $0 | 0.0% | 0 | Put | Sold out −3,600 |

Source: SEC EDGAR, Form 13F-HR, accession 0001941040-26-000587. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.