Bares Capital Management - 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
Bares Capital Management ownership history of POST HLDGS INC
ValueSharesWeighting
Q4 2014$1,845,000
+26.3%
44,0400.0%0.22%
+24.7%
Q3 2014$1,461,000
-98.8%
44,040
-98.2%
0.18%
-98.3%
Q2 2014$125,681,000
-0.2%
2,468,696
+8.1%
10.31%
+2.4%
Q1 2014$125,914,000
+14.7%
2,284,353
+2.6%
10.06%
+6.1%
Q4 2013$109,750,000
+80.0%
2,227,375
+47.5%
9.48%
+66.9%
Q3 2013$60,981,000
+122.6%
1,510,543
+140.7%
5.68%
+112.1%
Q2 2013$27,397,000627,5192.68%
Other shareholders
POST HLDGS INC shareholders Q3 2023
NameSharesValueWeighting ↓
Route One Investment Company, L.P. 5,174,290$443,643,62515.23%
Clarkston Capital Partners, LLC 3,396,881$291,248,5775.72%
PYA Waltman Capital, LLC 141,323$12,117,0605.13%
IRIDIAN ASSET MANAGEMENT LLC/CT 288,129$24,704,1805.00%
Savoir Faire Capital Management, L.P. 62,815$5,385,7582.99%
MAKENA CAPITAL MANAGEMENT LLC 132,019$11,319,3092.42%
Sapience Investments, LLC 109,583$9,395,6462.26%
Connacht Asset Management LP 4,372$374,8552.22%
Wallace Capital Management Inc. 140,356$12,034,1231.85%
THOMPSON SIEGEL & WALMSLEY LLC 1,086,633$93,1681.55%
View complete list of POST HLDGS INC shareholders