Hestia Capital Management, LLC
Top Portfolio Positions
17 positions ·
$112,879,515 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PBI |
Pitney Bowes Inc /De/
Industrials
|
8,155,805 | $90,121,645 | 79.84% | |
| KSS |
KOHLS Corp
Consumer Cyclical
|
299,500 | $3,863,550 | 3.42% | |
| FLO |
Flowers Foods Inc
Consumer Defensive
|
273,300 | $2,227,395 | 1.97% | |
| RBC |
RBC Bearings INC
Industrials
|
4,000 | $2,172,480 | 1.92% | |
| NET |
Cloudflare, Inc.
Technology
|
9,500 | $1,960,230 | 1.74% | |
| CVNA |
Carvana Co.
Consumer Cyclical
|
6,000 | $1,886,280 | 1.67% | |
| AXP |
American Express Co
Financial Services
|
5,800 | $1,754,384 | 1.55% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
3,600 | $1,338,300 | 1.19% | |
| TDY |
Teledyne Technologies Inc
Technology
|
2,100 | $1,270,521 | 1.13% | |
| WYNN |
Wynn Resorts Ltd
Consumer Cyclical
|
10,600 | $1,076,430 | 0.95% |
Portfolio Trend
6 quarters · across all stocks
Holdings in FLO
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,227,395 | 273,300 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,959,488 | 180,100 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,502,055 | 115,100 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $495,380 | 31,000 | Shares | Sole | 2025-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||