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Sessa Capital’s Humana HUM Stock Holding History

Sessa Capital’s Portfolio HUM Stock Details HUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.48B Hold
3,727,740
– – 24.76% 1
2026
Q1 		$646M Buy
3,727,740
+1,408,833
+61% +$289M 11.73% 2
2025
Q4 		$594M Buy
2,318,907
+106,040
+5% +$27.8M 11.1% 2
2025
Q3 		$576M Buy
2,212,867
+88,902
+4% +$23.4M 13.63% 2
2025
Q2 		$519M Buy
2,123,965
+1,743,609
+458% +$435M 15.21% 2
2025
Q1 		$101M Sell
380,356
-447,263
-54% -$121M 3.93% 10
2024
Q4 		$210M Buy
+827,619
New +$222M 7.53% 5

Other funds holding HUM

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sessa Capital's HUM Position: Q2 2026 in Review

Sessa Capital held its Humana (HUM) position steady in Q2 2026 at 3,727,740 shares worth $1.48B. The position accounts for 24.76% of the portfolio, ranked #1.

Sessa Capital first reported a position in HUM in Q4 2024 and has held it in 7 quarters since. 921 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Sessa Capital held 3,727,740 shares of Humana worth $1.48B as of Q2 2026.
  • Sessa Capital left its Humana share count unchanged in Q2 2026.
  • Humana made up 24.76% of Sessa Capital's portfolio in Q2 2026, its #1 holding.
  • Sessa Capital first reported a position in Humana in Q4 2024 and has held it in 7 quarters since.
  • 921 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Sessa Capital's 13F filing for Q2 2026, filed 14 Aug 2026.