SESSA CAPITAL IM, L.P.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WBD | 31.97M | $877.78M |
 | PCG | 24.58M | $431.84M |
 | SHC | 23.05M | $330.54M |
 | LXRX | 17.91M | $27.94M |
 | ALLY | 8.49M | $332.99M |
 | CPNG | 5.19M | $97.99M |
The Magnum Ice Cream Company N.V. | MICC | 4.77M | $71.35M |
 | TNDM | 4.73M | $90.69M |
 | FTRE | 4.59M | $43.27M |
 | KMB | 4.43M | $427.48M |
 | HUM | 3.73M | $646.35M |
 | ILMN | 3.28M | $403.78M |
 | SOLS | 2.81M | $213.96M |
 | AXTA | 2.22M | $61.59M |
 | SABS | 2.20M | $8.42M |
 | SENS | 1.77M | $11.76M |
 | GRAL | 1.72M | $88.85M |
 | COF | 1.56M | $284.27M |
 | TFX | 1.53M | $182.55M |
 | APD | 1.19M | $344.43M |
Warner Bros. Discovery, Inc.
WBD
Shares Held
31.97M
Value
$877.78M
PG&E Corporation
PCG
Shares Held
24.58M
Value
$431.84M
Sotera Health Company
SHC
Shares Held
23.05M
Value
$330.54M
Lexicon Pharmaceuticals, Inc.
LXRX
Shares Held
17.91M
Value
$27.94M
Ally Financial Inc.
ALLY
Shares Held
8.49M
Value
$332.99M
Coupang, Inc.
CPNG
Shares Held
5.19M
Value
$97.99M
The Magnum Ice Cream Company N.V.
MICC
Shares Held
4.77M
Value
$71.35M
Tandem Diabetes Care, Inc.
TNDM
Shares Held
4.73M
Value
$90.69M
Fortrea Holdings Inc.
FTRE
Shares Held
4.59M
Value
$43.27M
Kimberly-Clark Corporation
KMB
Shares Held
4.43M
Value
$427.48M
Humana Inc.
HUM
Shares Held
3.73M
Value
$646.35M
Illumina, Inc.
ILMN
Shares Held
3.28M
Value
$403.78M
Solstice Advanced Materials Inc.
SOLS
Shares Held
2.81M
Value
$213.96M
Axalta Coating Systems Ltd.
AXTA
Shares Held
2.22M
Value
$61.59M
SAB Biotherapeutics, Inc.
SABS
Shares Held
2.20M
Value
$8.42M
Senseonics Holdings, Inc.
SENS
Shares Held
1.77M
Value
$11.76M
GRAIL, Inc.
GRAL
Shares Held
1.72M
Value
$88.85M
Capital One Financial Corporation
COF
Shares Held
1.56M
Value
$284.27M
Teleflex Incorporated
TFX
Shares Held
1.53M
Value
$182.55M
Air Products and Chemicals, Inc.
APD
Shares Held
1.19M
Value
$344.43M