Sessa Capital IM, L.P. — 13F holdings

Sessa Capital IM, L.P. reported 30 holdings worth $5.98B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. HUM Humana Inc — $1.48B (24.8%)
2. WBD WARNER BROS DISCOVERY INC — $804M (13.4%)
3. KMB KIMBERLY-CLARK CORP — $572M (9.6%)
4. SHC SOTERA HEALTH CO — $480M (8.0%)
5. PCG PG&E CORP — $413M (6.9%)
6. ALLY ALLY FINL INC — $390M (6.5%)
7. COF CAPITAL ONE FINL CORP — $313M (5.2%)
8. ILMN ILLUMINA INC — $197M (3.3%)
9. TFX TELEFLEX INCORPORATED — $193M (3.2%)
10. MICC MAGNUM ICE CREAM CO NV — $167M (2.8%)