13F HOLDINGS REPORT
Hestia Capital Management, LLC
Quarter ended Q4 2024 · Filed January 28, 2025 · Accession 0001941040-25-000037
Total Value
$145.3M
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PITNEY BOWES INC | PBI-PB | 15,790,922 | $114.3M | 78.70% |
| 2 | KOHLS CORP | KSS | 198,700 | $2.8M | 1.92% |
| 3 | GLOBAL E ONLINE LTD | GLBE | 41,500 | $2.3M | 1.56% |
| 4 | AMERICAN EXPRESS CO | AXP | 5,900 | $1.8M | 1.21% |
| 5 | TESLA INC | TSLA | 3,800 | $1.5M | 1.06% |
| 6 | WATSCO INC | WSO-B | 3,200 | $1.5M | 1.04% |
| 7 | KB HOME | KBH | 21,900 | $1.4M | 0.99% |
| 8 | CARVANA CO | CVNA | 6,700 | $1.4M | 0.94% |
| 9 | UBER TECHNOLOGIES INC | UBER | 22,000 | $1.3M | 0.91% |
| 10 | FRESHPET INC | FRPT | 8,500 | $1.3M | 0.87% |
| 11 | AZEK CO INC | 05478C105 | 25,800 | $1.2M | 0.84% |
| 12 | RBC BEARINGS INC | RBC | 3,900 | $1.2M | 0.80% |
| 13 | CLOUDFLARE INC | NET | 10,600 | $1.1M | 0.79% |
| 14 | TRINITY INDS INC | 896522109 | 27,600 | $968,760 | 0.67% |
| 15 | CREDIT ACCEP CORP MICH | 225310101 | 2,000 | $938,920 | 0.65% |
| 16 | WYNN RESORTS LTD | WYNN | 10,600 | $913,296 | 0.63% |
| 17 | UFP INDUSTRIES INC | UFPI | 7,700 | $867,405 | 0.60% |
| 18 | FLOOR & DECOR HLDGS INC | FND | 8,400 | $837,480 | 0.58% |
| 19 | PERFORMANCE FOOD GROUP CO | PFGC | 9,700 | $820,135 | 0.56% |
| 20 | H & E EQUIPMENT SERVICES INC | 404030108 | 16,000 | $783,360 | 0.54% |
| 21 | TELEDYNE TECHNOLOGIES INC | TDY | 1,600 | $742,608 | 0.51% |
| 22 | DOMINOS PIZZA INC | DPZ | 1,700 | $713,592 | 0.49% |
| 23 | QURATE RETAIL INC | 74915M100 | 2,159,270 | $712,559 | 0.49% |
| 24 | COLUMBUS MCKINNON CORP N Y | CMCO | 19,000 | $707,560 | 0.49% |
| 25 | BANK AMERICA CORP | 060505104 | 16,000 | $703,200 | 0.48% |
| 26 | RESMED INC | RSMDF | 3,000 | $686,070 | 0.47% |
| 27 | GENERAL MTRS CO | 37045V100 | 11,200 | $596,624 | 0.41% |
| 28 | SNOWFLAKE INC | SNOW | 3,800 | $586,758 | 0.40% |
| 29 | BILL HOLDINGS INC | BILL | 3,800 | $321,898 | 0.22% |
| 30 | CELSIUS HLDGS INC | CELH | 10,000 | $263,400 | 0.18% |