Sessa Capital IM, L.P. Q3 2020 Filing

Filed November 16, 2020

Portfolio Value

$1.2T

Holdings

25

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (25 positions)

#StockSharesValue% PortfolioType
1
CCCHEMOURS CO
9,785,480$204.6B16.70%
2
CTVACORTEVA INC
6,200,100$178.6B14.57%
3
DDDUPONT DE NEMOURS INC
3,019,508$167.5B13.67%
4
WFCWELLS FARGO CO NEW
6,409,910$150.7B12.30%Call
5
EQHEQUITABLE HLDGS INC
5,179,439$94.5B7.71%
6
NXPINXP SEMICONDUCTORS N V
585,000$73.0B5.96%
7
AXTAAXALTA COATING SYS LTD
2,240,000$49.7B4.05%
8
WW6WW INTL INC
2,544,205$48.0B3.92%
9
HYGISHARES TR
492,200$41.3B3.37%Put
10
PCGPG&E CORP
4,000,000$37.6B3.06%
11
BKBANK NEW YORK MELLON CORP
725,000$24.9B2.03%
12
XERIS PHARMACEUTICALS INC
4,172,459$24.7B2.02%
13
HDSUSDHD SUPPLY HLDGS INC
500,000$20.6B1.68%
14
MIC2EURMACQUARIE INFRASTRUCTURE COR
684,278$18.4B1.50%
15
NVTNVENT ELECTRIC PLC
1,000,000$17.7B1.44%
16
WBWEIBO CORP
400,200$14.6B1.19%
17
XERS 5 07/15/25XERIS PHARMACEUTICALS INC
7,450,000$14.4B1.18%
18
MPCMARATHON PETE CORP
451,201$13.2B1.08%
19
DISHDISH NETWORK CORPORATION
408,399$11.9B0.97%
20
ANABANAPTYSBIO INC
527,404$7.8B0.63%
21
CIXCOMPX INTL INC
361,327$5.4B0.44%
22
CARSCARS COM INC
500,000$4.0B0.33%
23
HSTHOST HOTELS & RESORTS INC
125,000$1.3B0.11%
24
PKPARK HOTELS RESORTS INC
100,000$999.0M0.08%
25
BHRBRAEMAR HOTELS & RESORTS INC
25,951$65.0M0.01%