BRIDGER MANAGEMENT, LLC - POST HLDGS INC ownership

POST HLDGS INC's ticker is POST and the CUSIP is 737446104. A total of 356 filers reported holding POST HLDGS INC in Q3 2023. The put-call ratio across all filers is 0.95 and the average weighting 0.2%.

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
BRIDGER MANAGEMENT, LLC ownership history of POST HLDGS INC
ValueSharesWeighting
Q4 2022$9,052,897
+10.2%
100,2980.0%3.67%
+47.3%
Q3 2022$8,215,000
-0.5%
100,2980.0%2.49%
+33.8%
Q2 2022$8,260,000
-19.2%
100,298
-32.0%
1.86%
+11.0%
Q1 2022$10,223,000
-50.3%
147,598
-19.2%
1.68%
-37.0%
Q4 2021$20,584,000
-39.7%
182,598
-41.1%
2.66%
-33.4%
Q3 2021$34,160,000
-35.6%
310,098
-36.6%
4.00%
-19.3%
Q2 2021$53,052,000
+2.6%
489,0980.0%4.95%
+2.5%
Q1 2021$51,707,000
-6.5%
489,098
-10.6%
4.83%
+14.5%
Q4 2020$55,274,000
+17.5%
547,2110.0%4.22%
+12.0%
Q3 2020$47,060,000
-6.8%
547,211
-5.0%
3.76%
-19.5%
Q2 2020$50,473,000
+5.6%
576,0430.0%4.67%
-15.5%
Q1 2020$47,794,000
-24.0%
576,0430.0%5.53%
+22.0%
Q4 2019$62,846,000
-0.9%
576,043
-3.8%
4.53%
-13.5%
Q3 2019$63,392,000
+1.8%
598,9430.0%5.24%
+7.2%
Q2 2019$62,272,000
-5.0%
598,9430.0%4.89%
-5.7%
Q1 2019$65,524,000
+3.6%
598,943
-15.6%
5.19%
-1.7%
Q4 2018$63,264,000
-30.3%
709,796
-23.3%
5.27%
+0.4%
Q3 2018$90,764,000
-6.9%
925,782
-18.3%
5.25%
-0.5%
Q2 2018$97,461,000
+13.5%
1,133,0090.0%5.28%
+1.4%
Q1 2018$85,837,000
+8.6%
1,133,009
+13.5%
5.21%
-0.2%
Q4 2017$79,057,000
-22.8%
997,816
-14.0%
5.22%
-14.9%
Q3 2017$102,377,000
+12.5%
1,159,818
-1.1%
6.13%
+18.0%
Q2 2017$91,042,000
-3.0%
1,172,466
+9.4%
5.20%
-3.0%
Q1 2017$93,828,000
+8.9%
1,072,0700.0%5.35%
-10.7%
Q4 2016$86,184,000
+10.3%
1,072,070
+5.9%
5.99%
+13.8%
Q3 2016$78,141,000
-15.1%
1,012,589
-9.0%
5.26%
-11.4%
Q2 2016$92,000,000
+20.2%
1,112,5890.0%5.94%
+12.3%
Q1 2016$76,513,000
-10.9%
1,112,589
-20.1%
5.29%
+86.3%
Q4 2015$85,872,000
+0.3%
1,391,772
-4.0%
2.84%
-51.4%
Q3 2015$85,639,000
-4.7%
1,449,045
-13.1%
5.84%
+105.5%
Q2 2015$89,881,000
+66.8%
1,666,615
+44.9%
2.84%
-21.0%
Q1 2015$53,881,000
+32.5%
1,150,316
+18.5%
3.60%
+40.7%
Q4 2014$40,668,000970,8242.56%
Other shareholders
POST HLDGS INC shareholders Q3 2023
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