Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hestia Capital Management, LLC (CIK 1815344) reported $111.4M across 4 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PBI ($90.1M, 80.91%), KSS ($3.9M, 3.47%), FLO ($2.2M, 2.00%), RBC ($2.2M, 1.95%), NET ($2.0M, 1.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PBI | PITNEY BOWES INC | $90.1M | 80.91% | 8.2M | Trimmed |
| 2 | KSS | KOHLS CORP | $3.9M | 3.47% | 299,500 | Added |
| 3 | FLO | FLOWERS FOODS INC | $2.2M | 2.00% | 273,300 | Added |
| 4 | RBC | RBC BEARINGS INC | $2.2M | 1.95% | 4,000 | Hold |
| 5 | NET | CLOUDFLARE INC | $2.0M | 1.76% | 9,500 | Trimmed |
| 6 | AXP | AMERICAN EXPRESS CO | $1.8M | 1.58% | 5,800 | Trimmed |
| 7 | TSLA | TESLA INC | $1.3M | 1.20% | 3,600 | Trimmed |
| 8 | TDY | TELEDYNE TECHNOLOGIES INC | $1.3M | 1.14% | 2,100 | New |
| 9 | WYNN | WYNN RESORTS LTD | $1.1M | 0.97% | 10,600 | Trimmed |
| 10 | CHEF | CHEFS WHSE INC | $1.0M | 0.91% | 17,000 | New |
| 11 | KBH | KB HOME | $988,425 | 0.89% | 19,100 | Trimmed |
| 12 | GLBE | GLOBAL E ONLINE LTD | $977,945 | 0.88% | 31,700 | Trimmed |
| 13 | BAC | BANK AMERICA CORP | $926,250 | 0.83% | 19,000 | Trimmed |
| 14 | CELH | CELSIUS HLDGS INC | $706,052 | 0.63% | 19,900 | Trimmed |
| 15 | SNOW | SNOWFLAKE INC | $527,870 | 0.47% | 3,500 | Trimmed |
| 16 | CVNA | CARVANA CO | $377,280 | 0.34% | 6,000 | Trimmed |
| 17 | QVCGA | QVC GROUP INC | $82,906 | 0.07% | 32,769 | New |
| 18 | RHP | RYMAN HOSPITALITY PPTYS INC | $0 | 0.00% | 0 | Exited |
| 19 | GM | GENERAL MTRS CO | $0 | 0.00% | 0 | Exited |
| 20 | PODD | INSULET CORP | $0 | 0.00% | 0 | Exited |
| 21 | PFGC | PERFORMANCE FOOD GROUP CO | $0 | 0.00% | 0 | Exited |
| 22 | RMD | RESMED INC | $0 | 0.00% | 0 | Exited |
| 23 | AME | AMETEK INC | $0 | 0.00% | 0 | Exited |
| 24 | UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
| 25 | WSO | WATSCO INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31