Sessa Capital IM, L.P.: 13F holdings
CIK 15958492026Q2
| Positions | 30 |
|---|
| Reported value | $6.0bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 30 (-6 vs prior quarter) |
|---|
| Reported value | $6.0bn (+8.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| HUM HUMANA INC | 3,727,740 | $1.5bn | 24.8% |
| WARNER BROS DISCOVERY INC | 30,165,805 | $804.2m | 13.4% |
| KMB KIMBERLY-CLARK CORP | 5,212,035 | $572.1m | 9.6% |
| SHC SOTERA HEALTH CO | 27,050,000 | $480.1m | 8.0% |
| PCG PG&E CORP | 24,578,101 | $413.4m | 6.9% |
| ALLY ALLY FINL INC | 8,488,098 | $390.0m | 6.5% |
| COF CAPITAL ONE FINL CORP | 1,558,233 | $312.6m | 5.2% |
| ILMN ILLUMINA INC | 1,118,374 | $196.6m | 3.3% |
| TFX TELEFLEX INCORPORATED | 1,526,228 | $193.5m | 3.2% |
| MAGNUM ICE CREAM CO NV | 9,589,219 | $166.9m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1595849")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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