1y return+58.5%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $234 against $127 in the S&P 500.2
Hestia Capital Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PBIPitney Bowes Inc | $59.6M | 87.9% | −58.3% |
| KSSKohls Corp | $5.3M | 7.9% | |
| FLOFlowers Foods Inc | $2.9M | 4.2% | +32.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PBIPitney Bowes Inc | December 31, 2024 | +142.0% | $59.6M |
| KSSKohls Corp | December 31, 2024 | +26.2% | $5.3M |
| FLOFlowers Foods Inc | June 30, 2025 | −50.6% | $2.9M |
Sold off last quarter
- Qvc Group IncCUSIP 74915M605 was $83K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +56.3% | +14.8% |
| March 31, 2026 | +2.6% | −4.6% |
| December 31, 2025 | −6.5% | +2.4% |
| September 30, 2025 | +5.7% | +7.8% |
| June 30, 2025 | +20.0% | +10.5% |
| March 31, 2025 | +23.0% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hestia Capital Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1815344&type=13F-HR&dateb=&owner=include&count=40CIK 1815344
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1815344/000194104026000587/Filed August 13, 2026 · accession 0001941040-26-000587