VAN DEN BERG MANAGEMENT I, INC - POST HLDGS INC ownership

POST HLDGS INC's ticker is POST and the CUSIP is 737446104. A total of 320 filers reported holding POST HLDGS INC in Q2 2021. The put-call ratio across all filers is 9.96 and the average weighting 0.3%.

About POST HLDGS INC

Post Holdings Inc. is a consumer packaged goods holding company that operates in the food and beverage industry. The company's portfolio includes well-known brands such as Post Cereals, Michael Foods, and Weetabix. Post Holdings has a market capitalization of over $7 billion and is headquartered in St. Louis, Missouri.

Post Holdings has been performing well in recent years, with strong revenue growth and a solid financial position. In the most recent quarter, the company reported net sales of $1.5 billion, an increase of 9.5% compared to the same period last year. The company's net income also increased, reaching $101.5 million, up from $79.3 million in the previous year.

One of the key drivers of Post Holdings' success has been its focus on innovation and product development. The company has introduced a number of new products in recent years, including a line of protein-packed cereals and a range of plant-based egg alternatives. These products have helped to attract new customers and drive growth for the company.

Looking ahead, Post Holdings is well-positioned to continue its growth trajectory. The company has a strong portfolio of brands, a solid financial position, and a commitment to innovation and product development. While there are always risks and uncertainties in the market, Post Holdings appears to be a strong player in the food and beverage industry.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
VAN DEN BERG MANAGEMENT I, INC ownership history of POST HLDGS INC
ValueSharesWeighting
Q2 2022$5,377,000
+20.3%
65,295
+1.2%
1.43%
+42.7%
Q1 2022$4,469,000
-47.2%
64,528
-14.0%
1.00%
-34.6%
Q4 2021$8,463,000
+3.7%
75,069
+1.3%
1.54%
-3.9%
Q3 2021$8,161,000
+2.4%
74,082
+0.9%
1.60%
+2.0%
Q2 2021$7,967,000
-1.5%
73,445
-4.0%
1.57%
-11.4%
Q1 2021$8,088,000
+2.6%
76,508
-2.0%
1.77%
-10.8%
Q4 2020$7,885,000
+15.2%
78,065
-1.9%
1.98%
-19.4%
Q3 2020$6,847,000
-3.9%
79,617
-2.1%
2.46%
-15.5%
Q2 2020$7,127,000
-42.5%
81,335
-45.6%
2.92%
-12.8%
Q1 2020$12,403,000
+36.6%
149,487
+79.6%
3.34%
+119.4%
Q4 2019$9,082,000
-2.1%
83,249
-5.0%
1.52%
-5.1%
Q3 2019$9,278,000
-1.1%
87,659
-2.9%
1.60%
+14.7%
Q2 2019$9,382,000
-6.5%
90,241
-1.6%
1.40%
+1.4%
Q1 2019$10,038,000
-34.7%
91,753
-46.8%
1.38%
-39.3%
Q4 2018$15,383,000
-10.0%
172,595
-1.0%
2.28%
+25.0%
Q3 2018$17,089,000
+12.0%
174,310
-1.7%
1.82%
+12.6%
Q2 2018$15,257,000
+12.9%
177,360
-0.5%
1.62%
-0.9%
Q1 2018$13,510,000
+277.5%
178,325
+294.8%
1.63%
+304.5%
Q4 2017$3,579,000
-74.1%
45,172
-82.4%
0.40%
-74.3%
Q2 2015$13,825,000
-48.6%
256,355
-55.3%
1.57%
-44.1%
Q1 2015$26,885,000
+8.4%
573,978
-3.1%
2.80%
+25.5%
Q4 2014$24,809,000
+18.2%
592,240
-6.4%
2.23%
+36.7%
Q3 2014$20,991,000632,6551.63%
Other shareholders
POST HLDGS INC shareholders Q2 2021
NameSharesValueWeighting ↓
AREX Capital Management, LP 591,137$53,356,02632.09%
Route One Investment Company, L.P. 5,076,973$458,247,58320.73%
PYA Waltman Capital, LLC 122,945$11,096,9995.82%
IRIDIAN ASSET MANAGEMENT LLC/CT 572,946$51,7144.98%
Clarkston Capital Partners, LLC 2,678,401$241,752,4744.56%
BRIDGER MANAGEMENT, LLC 100,298$9,052,8973.67%
Wallace Capital Management Inc. 143,821$12,981,2832.03%
Saba Capital Management, L.P. 1,504,100$135,760,0661.84%
THOMPSON SIEGEL & WALMSLEY LLC 1,246,501$112,5091.82%
Candlestick Capital Management LP 450,000$40,617,0001.63%
View complete list of POST HLDGS INC shareholders