Hestia Capital Management, LLC

Cranberry Township, PA · CIK 1815344 · 13F filing filed 2026-08-13

Exempt reporting adviser since 2026 · limited liability company

As an employer

$67.8m reported value -29.6% vs Q1 2026

3positions

100.0%in top 10

0 new 2 added 1 reduced 1 sold out vs Q1 2026

Options: 0 call positions (— notional), 6 put positions ($7.7m notional) – listed below, not included above.

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	PITNEY BOWES INC COM PBI	PBI	3,403,420	$59.6m87.90%	87.90%	Reduced -4.8m	-4,752,385 -58.3%
2	KOHLS CORP COM KSS	KSS	301,500	$5.3m7.88%	7.88%	Added +2.0k	+2,000 0.7%
3	FLOWERS FOODS INC COM FLO	FLO	363,000	$2.9m4.23%	4.23%	Added +89.7k	+89,700 32.8%

Security	Ticker	Shares held before	Value then
QVC GROUP INC QVCGA	QVCGA	32,769	$82.9k32.8k shares

Underlying	Ticker	Type	Shares controlled	Notional	Change
CARVANA CO CVNA · Put	CVNA	Put	30,400	$2.0m30.4k shares	Added
AMETEK INC AME · Put	AME	Put	6,400	$1.5m6.4k shares	New
KB HOME KBH · Put	KBH	Put	18,600	$1.2m18.6k shares	Reduced
BANK AMERICA CORP BAC · Put	BAC	Put	19,000	$1.1m19.0k shares	Unchanged
WYNN RESORTS LTD WYNN · Put	WYNN	Put	10,600	$1.0m10.6k shares	Unchanged
SNOWFLAKE INC SNOW · Put	SNOW	Put	3,300	$839.9k3.3k shares	Reduced