Vault-13

POST HLDGS INC POST

COM · Common Stock · CUSIP 737446104 · ISIN US7374461041

American consumer packaged goods holding company

324 institutional holders
54,105,91154.1m shares reported held*
92.3% of all shares outstanding*
$4.4bnreported value*

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($9.9m this quarter). Holder counts are more reliable. Shares outstanding: 58.6m as of 2022-11-14, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $81.92. Options: 9 managers hold calls ($23.1m notional), 11 hold puts ($224.3m).

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP — $15.4m188.2k shares
CITADEL ADVISORS LLC — $4.3m52.0k shares
PEAK6 Investments LLC — $1.2m15.0k shares
JANE STREET GROUP, LLC — $909.0k11.1k shares
WOLVERINE TRADING, LLC — $364.0k4.4k shares
SIMPLEX TRADING, LLC — $352.0k4.3k shares
Walleye Trading LLC — $319.0k3.9k shares
GROUP ONE TRADING LLC — $287.0k3.5k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. — $00 shares

Biggest puts

Saba Capital Management, L.P. — $139.6m1.7m shares
NOMURA HOLDINGS INC — $19.9m242.5k shares
Caption Management, LLC — $19.9m242.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP — $19.5m238.6k shares
WOLVERINE ASSET MANAGEMENT LLC — $16.1m196.4k shares
CITADEL ADVISORS LLC — $3.7m45.2k shares
PEAK6 Investments LLC — $2.6m32.2k shares
WOLVERINE TRADING, LLC — $1.8m21.6k shares
Walleye Trading LLC — $893.0k10.9k shares
BLUEFIN CAPITAL MANAGEMENT, LLC — $189.0k291.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
STIRITZ WILLIAM P 13D · may seek influence +1.0 pts · filed 2026-03-05 10.3% +1.0 pts 4.9m≈ $431.2m 2026-03-05
Route One Investment Company, L.P. 13G · institution +0.4 pts · filed 2026-05-14 6.5% +0.4 pts 3.0m≈ $260.4m 2026-05-14
DIMENSIONAL FUND ADVISORS LP 13G · institution +1.2 pts · filed 2026-04-09 6.4% +1.2 pts 3.1m≈ $271.1m 2026-04-09
JPMORGAN CHASE & CO 13G · institution new · filed 2025-10-31 5.1% new 2.8m≈ $217.6m 2025-10-31

Fell to 5% or below in the last year: VANGUARD PORTFOLIO MANAGEMENT LLC (4.9%, 2026-07-31), Clarkston Capital Partners, LLC (2.6%, 2026-05-14), VANGUARD GROUP INC (0.0%, 2026-03-27)

Insider purchases and sales in Q3 2022

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q4 20: 0 buyingQ4 20: 0 sellingQ1 21: 0 buyingQ1 21: 0 sellingQ1 21Q2 21: 0 buyingQ2 21: 0 sellingQ3 21: 0 buyingQ3 21: 0 sellingQ3 21Q4 21: 1 buyingQ4 21: 1 sellingQ1 22: 1 buyingQ1 22: 1 sellingQ1 22Q2 22: 1 buyingQ2 22: 3 sellingQ3 22: 0 buyingQ3 22: 0 sellingQ3 22
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20200—0——
Q1 20210—0——
Q2 20210—0——
Q3 20210—0——
Q4 20211$207.3k1$187.6k—
Q1 20221$245.2k1$21.6k—
Q2 20221$1.0m3$743.4k—
Q3 20220—0——

None reported in Q3 2022.

Holders, Q3 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Route One Investment Company, L.P. 21.70% of their portfolio San Francisco, CA 7,000,5737.0m $573.4m $573.4m 21.70% —
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 5,196,6315.2m $425.7m $425.7m 0.01% —
3 BlackRock Inc. 0.01% of their portfolio New York, NY 4,632,1854.6m $379.4m $379.4m 0.01% —
4 JPMORGAN CHASE & CO 0.05% of their portfolio NEW YORK, NY 3,557,3573.6m $291.4m $291.4m 0.05% —
5 Clarkston Capital Partners, LLC 4.32% of their portfolio Rochester, MI 2,685,4712.7m $220.0m $220.0m 4.32% —
6 LONDON CO OF VIRGINIA 1.24% of their portfolio RICHMOND, VA 2,380,9852.4m $195.0m $195.0m 1.24% —
7 T. Rowe Price Investment Management, Inc. 0.15% of their portfolio BALTIMORE, MD 2,237,9052.2m $183.3m $183.3m 0.15% —
8 DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio AUSTIN, TX 2,226,4842.2m $182.4m $182.4m 0.07% —
9 Diamond Hill Capital Management, LLC (Investment Advisor) 0.61% of their portfolio COLUMBUS, OH 1,546,4661.5m $126.7m $126.7m 0.61% —
10 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 1,501,5411.5m $123.0m $123.0m 0.01% —
11 THOMPSON SIEGEL & WALMSLEY LLC 1.98% of their portfolio RICHMOND, VA 1,395,1311.4m $114.3m $114.3m 1.98% —
12 Invesco Ltd. 0.03% of their portfolio ATLANTA, GA 1,117,8941.1m $91.6m $91.6m 0.03% —
13 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.06% of their portfolio Toronto, A6 1,037,5541.0m $85.0m $85.0m 0.06% —
14 MILLENNIUM MANAGEMENT LLC 0.10% of their portfolio NEW YORK, NY 1,029,0071.0m $84.3m $84.3m 0.10% —
15 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 726,207726.2k $59.5m $59.5m 0.01% —
16 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 703,458703.5k $57.6m $57.6m 0.01% —
17 IRIDIAN ASSET MANAGEMENT LLC/CT 5.41% of their portfolio WESTPORT, CT 665,110665.1k $54.5m $54.5m 5.41% —
18 AREX Capital Management, LP 33.54% of their portfolio NEW YORK, NY 616,637616.6k $50.5m $50.5m 33.54% —
19 NORGES BANK 0.01% of their portfolio OSLO, Q8 545,582545.6k $44.7m $44.7m 0.01% —
20 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 541,627541.6k $44.4m $44.4m 0.01% —
21 ARGENT CAPITAL MANAGEMENT LLC 1.53% of their portfolio ST LOUIS, MO 475,761475.8k $39.0m $39.0m 1.53% —
22 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 418,047418.0k $34.2m $34.2m 0.01% —
23 Candlestick Capital Management LP 1.58% of their portfolio GREENWICH, CT 415,000415.0k $34.0m $34.0m 1.58% —
24 JACOBS LEVY EQUITY MANAGEMENT, INC 0.26% of their portfolio FLORHAM PARK, NJ 406,762406.8k $33.3m $33.3m 0.26% —
25 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.05% of their portfolio BOSTON, MA 389,269389.3k $31.9m $31.9m 0.05% —
26 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 381,215381.2k $31.2m $31.2m 0.00% —
27 Point72 Asset Management, L.P. 0.14% of their portfolio STAMFORD, CT 379,877379.9k $31.1m $31.1m 0.14% —
28 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 361,933361.9k $29.6m $29.6m 0.01% —
29 GAMCO INVESTORS, INC. ET AL 0.33% of their portfolio GREENWICH, CT 344,761344.8k $28.2m $28.2m 0.33% —
30 RAYMOND JAMES & ASSOCIATES 0.03% of their portfolio ST PETERSBURG, FL 338,058338.1k $27.7m $27.7m 0.03% —
31 ARMISTICE CAPITAL, LLC 0.67% of their portfolio NEW YORK, NY 324,000324.0k $26.5m $26.5m 0.67% —
32 FIRST TRUST ADVISORS LP 0.03% of their portfolio Wheaton, IL 305,237305.2k $25.0m $25.0m 0.03% —
33 RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio NEW YORK, NY 250,099250.1k $20.5m $20.5m 0.03% —
34 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 243,986244.0k $20.0m $20.0m 0.01% —
35 Man Group plc 0.09% of their portfolio LONDON, X0 243,602243.6k $20.0m $20.0m 0.09% —
36 HARRIS ASSOCIATES L P 0.03% of their portfolio CHICAGO, IL 238,282238.3k $19.5m $19.5m 0.03% —
37 GABELLI FUNDS LLC 0.15% of their portfolio Rye, NY 227,100227.1k $18.6m $18.6m 0.15% —
38 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 227,099227.1k $18.6m $18.6m 0.00% —
39 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 212,150212.2k $17.4m $17.4m 0.01% —
40 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 200,246200.2k $16.4m $16.4m 0.01% —
41 PRUDENTIAL FINANCIAL INC 0.02% of their portfolio NEWARK, NJ 177,757177.8k $14.6m $14.6m 0.02% —
42 Kehrs Ridge Capital,LLC 5.41% of their portfolio HOLMDEL, NJ 171,500171.5k $14.0m $14.0m 5.41% —
43 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 167,712167.7k $13.7m $13.7m 0.02% —
44 SEI INVESTMENTS CO 0.03% of their portfolio OAKS, PA 165,034165.0k $13.5m $13.5m 0.03% —
45 Wallace Capital Management Inc. 2.00% of their portfolio DALLAS, TX 146,376146.4k $12.0m $12.0m 2.00% —
46 PYA Waltman Capital, LLC 6.67% of their portfolio KNOXVILLE, TN 138,727138.7k $11.4m $11.4m 6.67% —
47 Swiss National Bank 0.01% of their portfolio ZURICH, V8 129,600129.6k $10.6m $10.6m 0.01% —
48 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 128,869128.9k $10.6m $10.6m 0.01% —
49 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 125,463125.5k $10.3m $10.3m 0.01% —
50 MAKENA CAPITAL MANAGEMENT LLC 1.69% of their portfolio MENLO PARK, CA 123,512123.5k $10.1m $10.1m 1.69% —
51 AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio Greenwich, CT 122,131122.1k $10.0m $10.0m 0.02% —
52 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 121,037121.0k $9.9m $9.9m 0.01% —
53 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 110,492110.5k $9.1m $9.1m 0.00% —
54 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.15% of their portfolio BALA CYNWYD, PA 109,700109.7k $9.0m $9.0m 0.15% —
55 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 105,735105.7k $8.7m $8.7m 0.00% —
56 BRIDGER MANAGEMENT, LLC 2.49% of their portfolio NEW YORK, NY 100,298100.3k $8.2m $8.2m 2.49% —
57 Bridgewater Associates, LP 0.04% of their portfolio Westport, CT 98,82798.8k $8.1m $8.1m 0.04% —
58 LOOMIS SAYLES & CO L P 0.02% of their portfolio BOSTON, MA 90,84890.8k $7.4m $7.4m 0.02% —
59 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 90,45790.5k $7.4m $7.4m 0.00% —
60 AMERICAN INTERNATIONAL GROUP, INC. 0.05% of their portfolio New York, NY 85,81885.8k $7.0m $7.0m 0.05% —
61 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 84,42184.4k $6.9m $6.9m 0.00% —
62 COMMERCE BANK 0.06% of their portfolio KANSAS CITY, MO 84,27984.3k $6.9m $6.9m 0.06% —
63 Weiss Multi-Strategy Advisers LLC 0.19% of their portfolio NEW YORK, NY 84,22684.2k $6.9m $6.9m 0.19% —
64 MACKENZIE FINANCIAL CORP 0.01% of their portfolio TORONTO ONTARIO, A6 83,88783.9k $6.9m $6.9m 0.01% —
65 Cohen Capital Management, Inc. 1.49% of their portfolio CORTE MADERA, CA 82,23682.2k $6.7m $6.7m 1.49% —
66 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 82,09982.1k $6.7m $6.7m 0.00% —
67 Ziegler Capital Management, LLC 0.29% of their portfolio CHICAGO, IL 81,84281.8k $6.7m $6.7m 0.29% —
68 Legal & General Group Plc 0.00% of their portfolio London, X0 81,29981.3k $6.7m $6.7m 0.00% —
69 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 81,29181.3k $6.7m $6.7m 0.00% —
70 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio ALBANY, NY 76,52476.5k $6.3m $6.3m 0.02% —
71 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.81% of their portfolio Englewood, NJ 76,04276.0k $6.2m $6.2m 0.81% —
72 BOOTHBAY FUND MANAGEMENT, LLC 0.19% of their portfolio NEW YORK, NY 75,64975.6k $6.2m $6.2m 0.19% —
73 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 72,47972.5k $5.9m $5.9m 0.01% —
74 Retirement Systems of Alabama 0.03% of their portfolio MONTGOMERY, AL 71,19471.2k $5.8m $5.8m 0.03% —
75 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 69,26069.3k $5.7m $5.7m 0.01% —
76 GATEWAY INVESTMENT ADVISERS LLC 0.07% of their portfolio CINCINNATI, OH 68,18268.2k $5.6m $5.6m 0.07% —
77 Sapience Investments, LLC 1.17% of their portfolio Irvine, CA 68,08768.1k $5.6m $5.6m 1.17% —
78 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio TALLAHASSEE, FL 66,76666.8k $5.5m $5.5m 0.01% —
79 FMR LLC 0.00% of their portfolio BOSTON, MA 65,25765.3k $5.3m $5.3m 0.00% —
80 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 57,09957.1k $4.7m $4.7m 0.00% —
81 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 55,73455.7k $4.6m $4.6m 0.01% —
82 TCWP LLC 0.95% of their portfolio Beachwood, OH 54,47654.5k $4.5m $4.5m 0.95% —
83 Belvedere Trading LLC 5.19% of their portfolio CHICAGO, IL 53,39253.4k $4.7m $4.7m 5.19% —
84 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 53,38753.4k $4.4m $4.4m 0.01% —
85 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 50,99951.0k $4.2m $4.2m 0.01% —
86 TD Asset Management Inc 0.01% of their portfolio Toronto, A6 48,43948.4k $4.0m $4.0m 0.01% —
87 State of Tennessee, Department of Treasury 0.02% of their portfolio NASHVILLE, TN 47,92447.9k $3.9m $3.9m 0.02% —
88 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 47,86147.9k $3.9m $3.9m 0.00% —
89 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 45,28645.3k $3.7m $3.7m 0.01% —
90 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 44,39844.4k $3.6m $3.6m 0.01% —
91 HEARTLAND ADVISORS INC 0.27% of their portfolio MILWAUKEE, WI 44,34344.3k $3.6m $3.6m 0.27% —
92 Cubist Systematic Strategies, LLC 0.03% of their portfolio STAMFORD, CT 44,11344.1k $3.6m $3.6m 0.03% —
93 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.05% of their portfolio New York, NY 43,70743.7k $3.6m $3.6m 0.05% —
94 Verition Fund Management LLC 0.02% of their portfolio GREENWICH, CT 41,90441.9k $3.4m $3.4m 0.02% —
95 Carnegie Investment Counsel 0.16% of their portfolio PEPPER PIKE, OH 41,33041.3k $3.4m $3.4m 0.16% —
96 TUDOR INVESTMENT CORP ET AL 0.08% of their portfolio STAMFORD, CT 41,18941.2k $3.4m $3.4m 0.08% —
97 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 41,16541.2k $3.4m $3.4m 0.01% —
98 TEXAS PERMANENT SCHOOL FUND CORP 0.05% of their portfolio AUSTIN, TX 39,11239.1k $3.2m $3.2m 0.05% —
99 AMALGAMATED BANK 0.03% of their portfolio NEW YORK, NY 39,04939.0k $3.2m $3.2m 0.03% —
100 Illinois Municipal Retirement Fund 0.07% of their portfolio OAK BROOK, IL 36,39936.4k $3.0m $3.0m 0.07% —