Hestia Capital Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Hestia Capital Management, LLC reported 3 stock positions worth $117.8 million. Its top holding was Pitney Bowes (PBI) at 97.0% of the portfolio, followed by Kohls (KSS, 2.4%) and QVC (QVCG, 0.6%).
- Most Recent 13F
- Q2 2026
- Location
- Cranberry Township, PA
- CIK
- 0001815344
- Portfolio Value
- $117.8M (Q4 2024)
- SEC Filing
- 0001941040-25-000037 ↗ filed Jan 28, 2025
Holdings Value
Holdings 3 stocks · $117.8M
| PBI Pitney Bowes Inc. | 97.03% | 15,790,922 | $114.3M | — |
| KSS Kohls Corp. | 2.37% | 198,700 | $2.8M | — |
| QVCG QVC Group Inc. filed as QURATE RETAIL INC | 0.60% | 2,159,270 | $713K | — |
Options reported separately and not counted above: GLBE puts ($2.3M), AXP puts ($1.8M), TSLA puts ($1.5M), WSO puts ($1.5M), KBH puts ($1.4M), CVNA puts ($1.4M), UBER puts ($1.3M), FRPT puts ($1.3M), AZEK puts ($1.2M), RBC puts ($1.2M), NET puts ($1.1M), TRN puts ($969K), and 15 more.
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.