Sessa Capital IM, L.P.
Top Portfolio Positions
36 positions ·
$5,508,093,250 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
31,965,805 | $877,781,005 | 15.94% |
| HUM |
Humana Inc
Healthcare
|
3,727,740 | $646,352,838 | 11.73% |
| PCG |
PG&E Corp
Utilities
|
24,578,101 | $431,837,234 | 7.84% |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
4,431,269 | $427,484,520 | 7.76% |
| ILMN |
Illumina, Inc.
Healthcare
|
3,275,849 | $403,781,147 | 7.33% |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
1,185,672 | $344,425,859 | 6.25% |
| ALLY |
Ally Financial Inc.
Financial Services
|
8,488,098 | $332,988,084 | 6.05% |
| SHC |
Sotera Health Co
Healthcare
|
23,050,000 | $330,537,000 | 6.00% |
| COF |
Capital One Financial Corp
Financial Services
|
1,558,233 | $284,268,446 | 5.16% |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
2,809,319 | $213,957,735 | 3.88% |
Holdings in AXTA
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,586,213 | 2,223,329 | Shares | Sole | 2026-05-15 | |
| No quarters match your search. | ||||||