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 Q1	–	Sell	-371,600	Closed	-$95.2M	–	37
2025 Q4	$95.2M	Sell	371,600 -150,000	-29%	-$39.3M	1.78%	12
2025 Q3	$136M	Hold	521,600	–	–	3.21%	9
2025 Q2	$128M	Hold	521,600	–	–	3.73%	8
2025 Q1	$138M	Sell	521,600 -200,000	-28%	-$54.1M	5.39%	7
2024 Q4	$183M	Buy	+721,600	New	+$194M	6.56%	6

Other funds holding HUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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. 925 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.
925 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.