13F HOLDINGS REPORT
Hestia Capital Management, LLC
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001941040-25-000576
Total Value
$157.8M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PITNEY BOWES INC | PBI-PB | 11,474,326 | $130.9M | 82.99% |
| 2 | KOHLS CORP | KSS | 204,500 | $3.1M | 1.99% |
| 3 | CARVANA CO | CVNA | 6,800 | $2.6M | 1.63% |
| 4 | CLOUDFLARE INC | NET | 11,200 | $2.4M | 1.52% |
| 5 | UBER TECHNOLOGIES INC | UBER | 21,000 | $2.1M | 1.30% |
| 6 | AMERICAN EXPRESS CO | AXP | 5,900 | $2.0M | 1.24% |
| 7 | RBC BEARINGS INC | RBC | 4,300 | $1.7M | 1.06% |
| 8 | TESLA INC | TSLA | 3,700 | $1.6M | 1.04% |
| 9 | FLOWERS FOODS INC | FLO | 115,100 | $1.5M | 0.95% |
| 10 | WYNN RESORTS LTD | WYNN | 11,200 | $1.4M | 0.91% |
| 11 | CELSIUS HLDGS INC | CELH | 23,800 | $1.4M | 0.87% |
| 12 | PERFORMANCE FOOD GROUP CO | PFGC | 13,000 | $1.4M | 0.86% |
| 13 | KB HOME | KBH | 20,800 | $1.3M | 0.84% |
| 14 | WATSCO INC | WSO-B | 3,100 | $1.3M | 0.79% |
| 15 | INSULET CORP | PODD | 3,800 | $1.2M | 0.74% |
| 16 | RESMED INC | RSMDF | 4,100 | $1.1M | 0.71% |
| 17 | RYMAN HOSPITALITY PPTYS INC | 78377T107 | 9,500 | $851,105 | 0.54% |