HESTIA CAPITAL MANAGEMENT, LLC

PrivateCIK: 1815344
Location

CRANBERRY TOWNSHIP, PA

17
Positions
$111.38M
Total AUM (reported)
8.91M
Total Shares

Allocation by class

TOTAL AUM$111.38M17 positions
COM$106.75M95.8%
CL A COM$1.96M1.8%
SHS$977.9K0.9%
COM NEW$706.1K0.6%
COM SHS$527.9K0.5%
CL A$377.3K0.3%
COM SER A NEW$82.9K0.1%

Portfolio Concentration

Top 386.4%4–109.5%11–254.1%TOP 1095.9%0%100%
Top 3$96.21M86.4%
4–10$10.58M9.5%
11–25$4.59M4.1%

Top 3 weight

86.4%

Top 10 weight

95.9%

Voting Authority Distribution

Total shares with voting rights: 8.91M

Sole

Full voting authority

8.91M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:

PITNEY BOWES INC

SOLE
COM
Shares8.16M
TypeSH
Market value$90.12M
80.91%
Sole
8.16M
Shared
0.00
None
0.00

KOHLS CORP

SOLE
COM
Shares299.50K
TypeSH
Market value$3.86M
3.47%
Sole
299.50K
Shared
0.00
None
0.00

FLOWERS FOODS INC

SOLE
COM
Shares273.30K
TypeSH
Market value$2.23M
2.00%
Sole
273.30K
Shared
0.00
None
0.00

RBC BEARINGS INC

SOLE
COM
Shares4K
TypeSH
Market value$2.17M
1.95%
Sole
4K
Shared
0.00
None
0.00

CLOUDFLARE INC

SOLE
CL A COM
Shares9.50K
TypeSH
Market value$1.96M
1.76%
Sole
9.50K
Shared
0.00
None
0.00

AMERICAN EXPRESS CO

SOLE
COM
Shares5.80K
TypeSH
Market value$1.75M
1.58%
Sole
5.80K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares3.60K
TypeSH
Market value$1.34M
1.20%
Sole
3.60K
Shared
0.00
None
0.00

TELEDYNE TECHNOLOGIES INC

SOLE
COM
Shares2.10K
TypeSH
Market value$1.27M
1.14%
Sole
2.10K
Shared
0.00
None
0.00

WYNN RESORTS LTD

SOLE
COM
Shares10.60K
TypeSH
Market value$1.08M
0.97%
Sole
10.60K
Shared
0.00
None
0.00

CHEFS WHSE INC

SOLE
COM
Shares17K
TypeSH
Market value$1.01M
0.91%
Sole
17K
Shared
0.00
None
0.00

KB HOME

SOLE
COM
Shares19.10K
TypeSH
Market value$988.4K
0.89%
Sole
19.10K
Shared
0.00
None
0.00

GLOBAL E ONLINE LTD

SOLE
SHS
Shares31.70K
TypeSH
Market value$977.9K
0.88%
Sole
31.70K
Shared
0.00
None
0.00

BANK AMERICA CORP

SOLE
COM
Shares19K
TypeSH
Market value$926.3K
0.83%
Sole
19K
Shared
0.00
None
0.00

CELSIUS HLDGS INC

SOLE
COM NEW
Shares19.90K
TypeSH
Market value$706.1K
0.63%
Sole
19.90K
Shared
0.00
None
0.00

SNOWFLAKE INC

SOLE
COM SHS
Shares3.50K
TypeSH
Market value$527.9K
0.47%
Sole
3.50K
Shared
0.00
None
0.00

CARVANA CO

SOLE
CL A
Shares6K
TypeSH
Market value$377.3K
0.34%
Sole
6K
Shared
0.00
None
0.00

QVC GROUP INC

SOLE
COM SER A NEW
Shares32.77K
TypeSH
Market value$82.9K
0.07%
Sole
32.77K
Shared
0.00
None
0.00