Hestia Capital Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Hestia Capital Management, LLC reported 3 stock positions worth $67.8 million. Its top holding was Pitney Bowes (PBI) at 87.9% of the portfolio, followed by Kohls (KSS, 7.9%) and Flowers Foods (FLO, 4.2%). Compared with Q1 2026, it sold out of 1, added to 2 and reduced 1. The biggest buy was Kohls (KSS, shares +1%) and the biggest sale Pitney Bowes (PBI, shares −58%).
- Most Recent 13F
- Q2 2026
- Location
- Cranberry Township, PA
- CIK
- 0001815344
- Portfolio Value
- $67.8M (Q2 2026)
- SEC Filing
- 0001941040-26-000587 ↗ filed Aug 13, 2026
Holdings Value
Holdings 3 stocks · $67.8M
| PBI Pitney Bowes Inc. | 87.90% | 3,403,420 | $59.6M | Reduce -58.3% |
| KSS Kohls Corp. | 7.88% | 301,500 | $5.3M | Add +0.7% |
| FLO Flowers Foods Inc. | 4.23% | 363,000 | $2.9M | Add +32.8% |
Options reported separately and not counted above: CVNA puts ($2.0M), AME puts ($1.5M), KBH puts ($1.2M), BAC puts ($1.1M), WYNN puts ($1.0M), SNOW puts ($840K).
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
Options Activity Q1 2026 → Q2 2026
| RBC RBC Bearings Inc. | put | Sold out | 4,000 | $2.2Mbefore exit |
| CVNA Carvana Co. | put | Add +1.3% | 30,400 | $2.0M |
| NET Cloudflare Inc. Class A | put | Sold out | 9,500 | $2.0Mbefore exit |
| AXP American Express Co. | put | Sold out | 5,800 | $1.8Mbefore exit |
| AME Ametek Inc. | put | New | 6,400 | $1.5M |
| TSLA Tesla Inc. | put | Sold out | 3,600 | $1.3Mbefore exit |
| TDY Teledyne Technologies Inc. | put | Sold out | 2,100 | $1.3Mbefore exit |
| KBH KB Home | put | Reduce -2.6% | 18,600 | $1.2M |
| CHEF The Chefs' Warehouse Inc. | put | Sold out | 17,000 | $1.0Mbefore exit |
| GLBE Global-E Online Ltd. | put | Sold out | 31,700 | $978Kbefore exit |
| SNOW Snowflake Inc. | put | Reduce -5.7% | 3,300 | $840K |
| CELH Celsius Holdings Inc. | put | Sold out | 19,900 | $706Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.