Stock Taper 
SESSA CAPITAL IM, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Flagstar Financial, Inc. | FLG | 32.12K | $479.86K |
 Roku, Inc. | ROKU | 350K | $48.35M |
 Comcast Corporation | CMCSA | 1.05M | $25.74M |
 ASA Gold and Precious Metals Limited | ASA | 1.05M | $54.64M |
 Illumina, Inc. | ILMN | 1.12M | $196.64M |
 Atrium Therapeutics, Inc. | RNA | 1.5M | $20.18M |
 Teleflex Incorporated | TFX | 1.53M | $193.46M |
 Capital One Financial Corporation | COF | 1.56M | $312.61M |
 MiniMed Group, Inc. Common Stock | MMED | 2M | $29.9M |
 GRAIL Inc. | GRAL | 2.04M | $139.1M |
 Axalta Coating Systems Ltd. | AXTA | 3.54M | $121.12M |
 Humana Inc. | HUM | 3.73M | $1.48B |
 Fortrea Holdings Inc. | FTRE | 4.59M | $79.93M |
 Tandem Diabetes Care, Inc. | TNDM | 5.1M | $76.96M |
 Coupang, Inc. | CPNG | 5.19M | $90.15M |
 Kimberly-Clark Corporation | KMB | 5.21M | $572.13M |
 Ally Financial Inc. | ALLY | 8.49M | $390.03M |
 The Magnum Ice Cream Company N.V. | MICC | 9.59M | $166.95M |
 Lexicon Pharmaceuticals, Inc. | LXRX | 18.96M | $45.51M |
 PG&E Corporation | PCG | 24.58M | $413.4M |