13F HOLDINGS REPORT
Hestia Capital Management, LLC
Quarter ended Q4 2025 · Filed January 29, 2026 · Accession 0001941040-26-000052
Total Value
$120.7M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PITNEY BOWES INC | PBI-PB | 8,455,805 | $89.4M | 74.05% |
| 2 | KOHLS CORP | KSS | 144,500 | $2.9M | 2.44% |
| 3 | CARVANA CO | CVNA | 6,400 | $2.7M | 2.24% |
| 4 | AMERICAN EXPRESS CO | AXP | 6,000 | $2.2M | 1.84% |
| 5 | CLOUDFLARE INC | NET | 10,000 | $2.0M | 1.63% |
| 6 | FLOWERS FOODS INC | FLO | 180,100 | $2.0M | 1.62% |
| 7 | RBC BEARINGS INC | RBC | 4,000 | $1.8M | 1.49% |
| 8 | TESLA INC | TSLA | 3,700 | $1.7M | 1.38% |
| 9 | UBER TECHNOLOGIES INC | UBER | 19,900 | $1.6M | 1.35% |
| 10 | GLOBAL E ONLINE LTD | GLBE | 35,500 | $1.4M | 1.16% |
| 11 | WYNN RESORTS LTD | WYNN | 11,200 | $1.3M | 1.12% |
| 12 | AMETEK INC | AME | 6,200 | $1.3M | 1.05% |
| 13 | GENERAL MTRS CO | 37045V100 | 14,400 | $1.2M | 0.97% |
| 14 | BANK AMERICA CORP | 060505104 | 20,900 | $1.1M | 0.95% |
| 15 | PERFORMANCE FOOD GROUP CO | PFGC | 12,700 | $1.1M | 0.95% |
| 16 | KB HOME | KBH | 20,000 | $1.1M | 0.93% |
| 17 | INSULET CORP | PODD | 3,600 | $1.0M | 0.85% |
| 18 | CELSIUS HLDGS INC | CELH | 22,100 | $1.0M | 0.84% |
| 19 | WATSCO INC | WSO-B | 3,000 | $1.0M | 0.84% |
| 20 | RESMED INC | RSMDF | 4,000 | $963,480 | 0.80% |
| 21 | SNOWFLAKE INC | SNOW | 4,200 | $921,312 | 0.76% |
| 22 | RYMAN HOSPITALITY PPTYS INC | 78377T107 | 9,500 | $898,890 | 0.74% |