Sessa Capital IM, L.P
$5.3B Assets Reported
33 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| WBD | WARNER BROS DISCOVERY INC | 31,965,805 | $878M | 16.7% |
| HUM | HUMANA INC | 3,727,740 | $646M | 12.3% |
| PCG | PG&E CORP | 24,578,101 | $432M | 8.2% |
| KMB | KIMBERLY-CLARK CORP | 4,431,269 | $427M | 8.1% |
| ILMN | ILLUMINA INC | 3,275,849 | $404M | 7.7% |
| APD | AIR PRODUCTS AND CHEMICALS I | 1,185,672 | $344M | 6.6% |
| ALLY | ALLY FINL INC | 8,488,098 | $333M | 6.3% |
| SHC | SOTERA HEALTH CO | 23,050,000 | $331M | 6.3% |
| COF | CAPITAL ONE FINL CORP | 1,558,233 | $284M | 5.4% |
| SOLS | SOLSTICE ADVANCED MATLS INC | 2,809,319 | $214M | 4.1% |
Track Sessa Capital IM, L.P's 13F portfolio: $5.3B in reported holdings, 33 positions. Top holdings, AUM, and quarterly changes on SentiSense.