Hestia Capital Management, Llc Portfolio Stock Holdings

Hestia Capital Management, Llc disclosed 4 stock positions valued at approximately $96.3 million in its latest SEC 13F filing. The largest holdings include PITNEY BOWES INC, KOHLS CORP, and FLOWERS FOODS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.

Report Period: March 31, 2026
No. of Stocks: 4
Portfolio Value: $96.3M

Holdings by Sector

Hestia Capital Management, Llc Portfolio Holdings in Q1 2026

3 holdings in the latest reporting period.

Page 1 of 1

Company	Symbol	Sector	Portfolio %	Shares	Change (Shares)	Change %	Value
PITNEY BOWES INC	PBI	Industrials	93.59%	8,155,805	-300,000	-3.55%	$90,121,645
KOHLS CORP	KSS	Consumer Cyclical	4.01%	299,500	+155,000	+107.27%	$3,863,550
FLOWERS FOODS INC	FLO	Consumer Defensive	2.31%	273,300	+93,200	+51.75%	$2,227,395

Hestia Capital Management, Llc Options Holdings in Q1 2026

12 options positions in the latest reporting period.

Page 1 of 1

Quarter	Symbol	Company	Option	Contracts	Notional Value
Q1 2026	RBC	RBC Bearings Incorporated	PUT	4,000	$2,172,480
Q1 2026	NET	Cloudflare, Inc.	PUT	9,500	$1,960,230
Q1 2026	AXP	American Express Company	PUT	5,800	$1,754,384
Q1 2026	TSLA	Tesla, Inc.	PUT	3,600	$1,338,300
Q1 2026	TDY	Teledyne Technologies Incorpora	PUT	2,100	$1,270,521
Q1 2026	WYNN	Wynn Resorts, Limited	PUT	10,600	$1,076,430
Q1 2026	CHEF	The Chefs' Warehouse, Inc.	PUT	17,000	$1,010,650
Q1 2026	KBH	KB Home	PUT	19,100	$988,425
Q1 2026	BAC	Bank of America Corporation	PUT	19,000	$926,250
Q1 2026	CELH	Celsius Holdings, Inc.	PUT	19,900	$706,052
Q1 2026	SNOW	Snowflake Inc.	PUT	3,500	$527,870
Q1 2026	CVNA	Carvana Co.	PUT	6,000	$377,280

Notional value represents the total exposure of the options position.