Hestia Capital Management, LLC
Clone Performance
Feb 2025–Sep 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Returns are unavailable when a held security or benchmark crosses a captured split without a certified price basis; the requested window is not shortened to hide it. It tracks 87% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
9 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 81.0% | $61,176,334 |
| Consumer Cyclical | 12.6% | $9,536,836 |
| Consumer Defensive | 3.8% | $2,867,700 |
| Financial Services | 1.4% | $1,082,620 |
| Technology | 1.1% | $839,850 |
Last Quarter's Activity
Export CSVNew Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AME | Ametek Inc/ | 6,400 | $1,548,416 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RBC | RBC Bearings INC | 4,000 | $2,172,480 | |
| NET | Cloudflare, Inc. | 9,500 | $1,960,230 | |
| AXP | American Express Co | 5,800 | $1,754,384 | |
| TSLA | Tesla, Inc. | 3,600 | $1,338,300 | |
| TDY | Teledyne Technologies Inc | 2,100 | $1,270,521 | |
| CHEF | Chefs' Warehouse, Inc. | 17,000 | $1,010,650 | |
| GLBE | Global-E Online Ltd. | 31,700 | $977,945 | |
| CELH | Celsius Holdings, Inc. | 19,900 | $706,052 | |
| QVCAQ | QVC Group, Inc. | 32,769 | $71,108 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PBI |
Pitney Bowes Inc /De/
Industrials
|
Reduced | 3,403,420 | $59,627,918 | 78.97% | |
| KSS |
KOHLS Corp
Consumer Cyclical
|
Added | 301,500 | $5,342,580 | 7.08% | |
| FLO |
Flowers Foods Inc
Consumer Defensive
|
Added | 363,000 | $2,867,700 | 3.80% | |
| CVNA |
Carvana Co.
PUT
Consumer Cyclical
|
Added | 30,400 | $2,000,928 | 2.65% | |
| AME |
Ametek Inc/
PUT
Industrials
|
NEW | 6,400 | $1,548,416 | 2.05% | |
| KBH |
Kb Home
PUT
Consumer Cyclical
|
Reduced | 18,600 | $1,164,174 | 1.54% | |
| BAC |
Bank Of America Corp /De/
PUT
Financial Services
|
Held | 19,000 | $1,082,620 | 1.43% | |
| WYNN |
Wynn Resorts Ltd
PUT
Consumer Cyclical
|
Held | 10,600 | $1,029,154 | 1.36% | |
| SNOW |
Snowflake Inc.
PUT
Technology
|
Reduced | 3,300 | $839,850 | 1.11% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.