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| Happy Holidays!! thanks for using AUM13F!! |
| Hestia Capital Management LLC
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| CRD # | 314650 |
| SEC # | 801-127997 |
| CIK # | 0001815344 |
| AUM | $131.9 M (2025-05-30) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 878-217-4800 |
| Address | 8050 Rowan Road Cranberry Township, PA 16066 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001815344 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Pitney Bowes Inc /DE/ | 131.3 | ||
| Cloudflare Inc | 2.3 | ||
| Carvana Co | 2.2 | ||
| Kohls Corporation | 2.2 | ||
| Uber Technologies Inc | 2.0 | ||
| American Express Co | 1.9 | ||
| RBC Bearings Inc | 1.7 | ||
| Watsco Inc | 1.5 | ||
| KB Home | 1.1 | ||
| Flowers Foods Inc | 0.5 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Helios I LP | [2025-03-30] | 28.3 | 69.6 |
| HF | Hestia Capital Partners LP | [2021-05-06] | 23.3 | 55.8 |
| AUM Breakdown | Accounts | AUM ($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 - 2025 |
|---|---|---|---|
| Hestia Capital Management LLC | 8 | ||
| Kurtis Wolf | 8 | ||
| Hestia Capital Partners GP LLC | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001815344] |
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