POST HLDGS INC POST
COM · Common Stock · CUSIP 737446104 · ISIN US7374461041
American consumer packaged goods holding company
- SectorConsumer staples
- IndustryGrain Mill Products
- HeadquartersSt. Louis, MO
- Founded2012
- Websitepostholdings.com
- FilingsSEC EDGAR
* 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.
| Holder | Stake |
|---|---|
| STIRITZ WILLIAM P 13D · may seek influence +1.0 pts · filed 2026-03-05 | 10.3% |
| Route One Investment Company, L.P. 13G · institution +0.4 pts · filed 2026-05-14 | 6.5% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution +1.2 pts · filed 2026-04-09 | 6.4% |
| JPMORGAN CHASE & CO 13G · institution new · filed 2025-10-31 | 5.1% |
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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2020 | 0 | — | 0 | — | — |
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 1 | $207.3k | 1 | $187.6k | — |
| Q1 2022 | 1 | $245.2k | 1 | $21.6k | — |
| Q2 2022 | 1 | $1.0m | 3 | $743.4k | — |
| Q3 2022 | 0 | — | 0 | — | — |
None reported in Q3 2022.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Route One Investment Company, L.P. 21.70% of their portfolio | 7.0m $573.4m | — |
| VANGUARD GROUP INC 0.01% of their portfolio | 5.2m $425.7m | — |
| BlackRock Inc. 0.01% of their portfolio | 4.6m $379.4m | — |
| JPMORGAN CHASE & CO 0.05% of their portfolio | 3.6m $291.4m | — |
| Clarkston Capital Partners, LLC 4.32% of their portfolio | 2.7m $220.0m | — |
| LONDON CO OF VIRGINIA 1.24% of their portfolio | 2.4m $195.0m | — |
| T. Rowe Price Investment Management, Inc. 0.15% of their portfolio | 2.2m $183.3m | — |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 2.2m $182.4m | — |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.61% of their portfolio | 1.5m $126.7m | — |
| STATE STREET CORP 0.01% of their portfolio | 1.5m $123.0m | — |
| THOMPSON SIEGEL & WALMSLEY LLC 1.98% of their portfolio | 1.4m $114.3m | — |
| Invesco Ltd. 0.03% of their portfolio | 1.1m $91.6m | — |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.06% of their portfolio | 1.0m $85.0m | — |
| MILLENNIUM MANAGEMENT LLC 0.10% of their portfolio | 1.0m $84.3m | — |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 726.2k $59.5m | — |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 703.5k $57.6m | — |
| IRIDIAN ASSET MANAGEMENT LLC/CT 5.41% of their portfolio | 665.1k $54.5m | — |
| AREX Capital Management, LP 33.54% of their portfolio | 616.6k $50.5m | — |
| NORGES BANK 0.01% of their portfolio | 545.6k $44.7m | — |
| Bank of New York Mellon Corp 0.01% of their portfolio | 541.6k $44.4m | — |
| ARGENT CAPITAL MANAGEMENT LLC 1.53% of their portfolio | 475.8k $39.0m | — |
| NORTHERN TRUST CORP 0.01% of their portfolio | 418.0k $34.2m | — |
| Candlestick Capital Management LP 1.58% of their portfolio | 415.0k $34.0m | — |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.26% of their portfolio | 406.8k $33.3m | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.05% of their portfolio | 389.3k $31.9m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 381.2k $31.2m | — |
| Point72 Asset Management, L.P. 0.14% of their portfolio | 379.9k $31.1m | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 361.9k $29.6m | — |
| GAMCO INVESTORS, INC. ET AL 0.33% of their portfolio | 344.8k $28.2m | — |
| RAYMOND JAMES & ASSOCIATES 0.03% of their portfolio | 338.1k $27.7m | — |
| ARMISTICE CAPITAL, LLC 0.67% of their portfolio | 324.0k $26.5m | — |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 305.2k $25.0m | — |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 250.1k $20.5m | — |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 244.0k $20.0m | — |
| Man Group plc 0.09% of their portfolio | 243.6k $20.0m | — |
| HARRIS ASSOCIATES L P 0.03% of their portfolio | 238.3k $19.5m | — |
| GABELLI FUNDS LLC 0.15% of their portfolio | 227.1k $18.6m | — |
| MORGAN STANLEY 0.00% of their portfolio | 227.1k $18.6m | — |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 212.2k $17.4m | — |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 200.2k $16.4m | — |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 177.8k $14.6m | — |
| Kehrs Ridge Capital,LLC 5.41% of their portfolio | 171.5k $14.0m | — |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 167.7k $13.7m | — |
| SEI INVESTMENTS CO 0.03% of their portfolio | 165.0k $13.5m | — |
| Wallace Capital Management Inc. 2.00% of their portfolio | 146.4k $12.0m | — |
| PYA Waltman Capital, LLC 6.67% of their portfolio | 138.7k $11.4m | — |
| Swiss National Bank 0.01% of their portfolio | 129.6k $10.6m | — |
| California Public Employees Retirement System 0.01% of their portfolio | 128.9k $10.6m | — |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 125.5k $10.3m | — |
| MAKENA CAPITAL MANAGEMENT LLC 1.69% of their portfolio | 123.5k $10.1m | — |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 122.1k $10.0m | — |
| CITIGROUP INC 0.01% of their portfolio | 121.0k $9.9m | — |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 110.5k $9.1m | — |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.15% of their portfolio | 109.7k $9.0m | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 105.7k $8.7m | — |
| BRIDGER MANAGEMENT, LLC 2.49% of their portfolio | 100.3k $8.2m | — |
| Bridgewater Associates, LP 0.04% of their portfolio | 98.8k $8.1m | — |
| LOOMIS SAYLES & CO L P 0.02% of their portfolio | 90.8k $7.4m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 90.5k $7.4m | — |
| AMERICAN INTERNATIONAL GROUP, INC. 0.05% of their portfolio | 85.8k $7.0m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 84.4k $6.9m | — |
| COMMERCE BANK 0.06% of their portfolio | 84.3k $6.9m | — |
| Weiss Multi-Strategy Advisers LLC 0.19% of their portfolio | 84.2k $6.9m | — |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 83.9k $6.9m | — |
| Cohen Capital Management, Inc. 1.49% of their portfolio | 82.2k $6.7m | — |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 82.1k $6.7m | — |
| Ziegler Capital Management, LLC 0.29% of their portfolio | 81.8k $6.7m | — |
| Legal & General Group Plc 0.00% of their portfolio | 81.3k $6.7m | — |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 81.3k $6.7m | — |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 76.5k $6.3m | — |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.81% of their portfolio | 76.0k $6.2m | — |
| BOOTHBAY FUND MANAGEMENT, LLC 0.19% of their portfolio | 75.6k $6.2m | — |
| US BANCORP \DE\ 0.01% of their portfolio | 72.5k $5.9m | — |
| Retirement Systems of Alabama 0.03% of their portfolio | 71.2k $5.8m | — |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 69.3k $5.7m | — |
| GATEWAY INVESTMENT ADVISERS LLC 0.07% of their portfolio | 68.2k $5.6m | — |
| Sapience Investments, LLC 1.17% of their portfolio | 68.1k $5.6m | — |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 66.8k $5.5m | — |
| FMR LLC 0.00% of their portfolio | 65.3k $5.3m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 57.1k $4.7m | — |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 55.7k $4.6m | — |
| TCWP LLC 0.95% of their portfolio | 54.5k $4.5m | — |
| Belvedere Trading LLC 5.19% of their portfolio | 53.4k $4.7m | — |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 53.4k $4.4m | — |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 51.0k $4.2m | — |
| TD Asset Management Inc 0.01% of their portfolio | 48.4k $4.0m | — |
| State of Tennessee, Department of Treasury 0.02% of their portfolio | 47.9k $3.9m | — |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 47.9k $3.9m | — |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 45.3k $3.7m | — |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 44.4k $3.6m | — |
| HEARTLAND ADVISORS INC 0.27% of their portfolio | 44.3k $3.6m | — |
| Cubist Systematic Strategies, LLC 0.03% of their portfolio | 44.1k $3.6m | — |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 43.7k $3.6m | — |
| Verition Fund Management LLC 0.02% of their portfolio | 41.9k $3.4m | — |
| Carnegie Investment Counsel 0.16% of their portfolio | 41.3k $3.4m | — |
| TUDOR INVESTMENT CORP ET AL 0.08% of their portfolio | 41.2k $3.4m | — |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 41.2k $3.4m | — |
| TEXAS PERMANENT SCHOOL FUND CORP 0.05% of their portfolio | 39.1k $3.2m | — |
| AMALGAMATED BANK 0.03% of their portfolio | 39.0k $3.2m | — |
| Illinois Municipal Retirement Fund 0.07% of their portfolio | 36.4k $3.0m | — |