Sessa Capital Im, L.P. Portfolio Holdings
Sessa Capital Im, L.P.
- $4.07 Billion
- Q3 2025
Sessa Capital Im, L.P. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.07 Billion distributed in 30 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Warner Bros. Discovery, Inc. with a value of $989M, Humana Inc with a value of $576M, Illumina, Inc. with a value of $445M, Capital One Financial Corp with a value of $385M, and Pg&E Corp with a value of $371M.
Examining the 13F form we can see an increase of $765M in the current position value, from $3.3B to 4.07B.
Sessa Capital Im, L.P. is based out at New York, NY
Below you can find more details about Sessa Capital Im, L.P. portfolio as well as his latest detailed transactions.
Portfolio value
$4.07 Billion
Healthcare: $1.41 Billion
Communication Services: $1.03 Billion
Financial Services: $616 Million
Utilities: $371 Million
Basic Materials: $243 Million
Consumer Defensive: $235 Million
Technology: $161 Million
Industrials: $10.2 Million
Other: $71,000