Not yet filed. No Q3 2026 Form 13F from Sessa Capital has been detected on SEC EDGAR yet. The deadline for the quarter ended Sep 30, 2026 is Monday, Nov 16, 2026.
From the fund's 2026 Q2 Form 13F (filed Aug 14, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| HUM · HUMANA INC | 3,727,740 | 24.76% |
| WBD · Warner Bros. Discovery, Inc. | 30,165,805 | 13.45% |
| KMB · KIMBERLY CLARK CORP | 5,212,035 | 9.57% |
| SHC · Sotera Health Co | 27,050,000 | 8.03% |
| PCG · PG&E Corp | 24,578,101 | 6.91% |
| ALLY · Ally Financial Inc. | 8,488,098 | 6.52% |
| COF · CAPITAL ONE FINANCIAL CORP | 1,558,233 | 5.23% |
| ILMN · ILLUMINA, INC. | 1,118,374 | 3.29% |
| TFX · TELEFLEX INC | 1,526,228 | 3.24% |
| MICC · Magnum Ice Cream Co N.V. | 9,589,219 | 2.79% |
Largest increase 2026 Q1 → 2026 Q2: RNA (+172.0% of shares). New position in 2026 Q2: CMCSA (0.43% of the portfolio). Largest trim 2026 Q1 → 2026 Q2: ILMN (-65.9% of shares). Exited in 2026 Q2: APD, COIN, FTAI and 4 more.
Full record: Sessa Capital fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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