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Sessa Capital IM, L.P.

Position in HUM — Humana Inc

CIK 1595849 NEW YORK, NY

Position in HUM

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,480,732,882
+$834,380,044 QoQ
Shares Held
3,727,740
0.0% QoQ
Ownership
3.10%
of shares outstanding
% of Portfolio
25.61%
of 13F equity value
Holder Rank
#8
of 924 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in HUM Over Time

Shares Held

Position Value (USD)

Derivatives in HUM

reported options exposure · as of Dec 31, 2025
CallValue
$95,177,908
CallShares
371,600
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Sessa Capital IM, L.P. holds $1,480,732,882 across 1 Healthcare Plans name. HUM ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HUM
Humana Inc
This page
3,727,740 $1,480,732,882

All Filings in HUM

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,480,732,882 3,727,740
2026-03-31 $646,352,838 3,727,740
2025-12-31 $593,941,649 2,318,907
2025-12-31 $95,177,908 371,600
2025-09-30 $575,721,607 2,212,867
2025-09-30 $135,704,672 521,600
2025-06-30 $519,266,963 2,123,965
2025-06-30 $127,520,768 521,600
2025-03-31 $138,015,360 521,600
2025-03-31 $100,642,197 380,356
2024-12-31 $183,077,136 721,600
2024-12-31 $209,975,216 827,619
2023-03-31 $19,418,400 40,000