Sessa Capital Im, L.P. Portfolio Holdings
Sessa Capital Im, L.P.
- $3.3 Billion
- Q2 2025
Sessa Capital Im, L.P. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.3 Billion distributed in 29 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Warner Bros. Discovery, Inc. with a value of $580M, Humana Inc with a value of $519M, Illumina, Inc. with a value of $451M, Capital One Financial Corp with a value of $385M, and Pg&E Corp with a value of $343M.
Examining the 13F form we can see an increase of $892M in the current position value, from $2.41B to 3.3B.
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
$3.3 Billion
Healthcare: $1.29 Billion
Communication Services: $615 Million
Financial Services: $601 Million
Utilities: $343 Million
Basic Materials: $186 Million
Consumer Defensive: $112 Million
Consumer Cyclical: $76.3 Million
Technology: $63.8 Million
Other: $63,000