SC
THS

Sessa Capital’s Treehouse Foods THS Stock Holding History

Sessa Capital’s Portfolio THS Stock Details THS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-468,176
Closed -$11M – 39
2025
Q4 		$11M Sell
468,176
-3,731,824
-89% -$81.4M 0.21% 25
2025
Q3 		$84.9M Hold
4,200,000
– – 2.01% 11
2025
Q2 		$81.6M Hold
4,200,000
– – 2.39% 10
2025
Q1 		$114M Buy
4,200,000
+957,517
+30% +$30.3M 4.44% 9
2024
Q4 		$114M Buy
3,242,483
+1,781,179
+122% +$64.9M 4.08% 11
2024
Q3 		$61.3M Sell
1,461,304
-274,133
-16% -$10.9M 2.26% 15
2024
Q2 		$63.6M Sell
1,735,437
-423,612
-20% -$15.3M 1.93% 13
2024
Q1 		$84.1M Buy
+2,159,049
New +$85.5M 1.98% 14

Other funds holding THS

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sessa Capital's THS Position: Q1 2026 in Review

Sessa Capital sold out of Treehouse Foods (THS) in Q1 2026, closing a stake of 468,176 shares — an estimated $11M sold.

Sessa Capital first reported a position in THS in Q1 2024 and held it in 8 quarters. The position peaked at $114M in Q4 2024. 2 funds tracked by Wall St. Rank hold THS as of Q1 2026.

  • Sessa Capital reported no remaining Treehouse Foods position as of Q1 2026 after selling out during the quarter.
  • Sessa Capital sold 468,176 Treehouse Foods shares in Q1 2026, an estimated $11M.
  • Sessa Capital first reported a position in Treehouse Foods in Q1 2024 and held it in 8 quarters.
  • Sessa Capital's Treehouse Foods position peaked at $114M in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Treehouse Foods as of Q1 2026.

Based on Sessa Capital's 13F filing for Q1 2026, filed 15 May 2026.