Hestia Capital Management LLC

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Assets, Funds, Holdings

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Hestia Capital Management LLC
CRD #314650
SEC #801-127997
CIK #0001815344
AUM
Employees 2 (50% Investors, 0% Brokers)
Phone878-217-4800
Address8050 Rowan Road
Cranberry Township, PA 16066-3642
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
14011284562802010201520212027
CIK Period
0001815344
Sector Form 13F Holdings Value ($M)
Pitney Bowes Inc /DE/ 90.1
Kohls Corporation 3.9
Flowers Foods Inc 2.2
RBC Bearings Inc 2.2
Cloudflare Inc 2.0
Carvana Co 1.9
American Express Co 1.8
Tesla Motors Inc 1.3
Teledyne Technologies Inc 1.3
Wynn Resorts Ltd 1.1
Chefs' Warehouse Inc 1.0
KB Home 1.0
Global-E Online Ltd 1.0
Bank of America Corp /DE/ 0.9
Celsius Holdings Inc 0.7
Snowflake Inc 0.5
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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Type Form D Funds Date Sold ($M) AUM ($M)
HF Helios I LP [2025-03-30] 28.3 72.6
HF Hestia Capital Partners LP [2021-05-06] 23.3 72.6
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 3 131.9
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 3 131.9
By Discretionary
Discretionary 3 131.9
Non-Discretionary 0 0.0
Total 3 131.9
By Non-United States Persons
Non-United States Persons 2.2
United States Persons 129.7
Total 3 131.9
Form D Directors # Filings # Firms 2011 - 2026
Hestia Capital Management LLC 8
Kurtis Wolf 8
Hestia Capital Partners GP LLC 3
EDGAR Form CIK 2011 - 2026
13F-HR [0001815344]
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