Sessa Capital IM,
$5.8B 13F equity value
32 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Sessa Capital IM, covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| HUM | HUMANA INC | 3,727,740 | $1.5B | 25.6% |
| WBD | WARNER BROS DISCOVERY INC | 30,165,805 | $804M | 13.9% |
| KMB | KIMBERLY-CLARK CORP | 5,212,035 | $572M | 9.9% |
| SHC | SOTERA HEALTH CO | 27,050,000 | $480M | 8.3% |
| PCG | PG&E CORP | 24,578,101 | $413M | 7.1% |
| ALLY | ALLY FINL INC | 8,488,098 | $390M | 6.7% |
| COF | CAPITAL ONE FINL CORP | 1,558,233 | $313M | 5.4% |
| ILMN | ILLUMINA INC | 1,118,374 | $197M | 3.4% |
| TFX | TELEFLEX INCORPORATED | 1,526,228 | $193M | 3.3% |
| MICC | MAGNUM ICE CREAM CO NV | 9,589,219 | $167M | 2.9% |
Track Sessa Capital IM,'s 13F portfolio: $5.8B in reported holdings, 32 positions. Top holdings and quarterly changes on SentiSense.
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