MAKENA CAPITAL MANAGEMENT LLC - POST HLDGS INC ownership

POST HLDGS INC's ticker is POST and the CUSIP is 737446104. A total of 350 filers reported holding POST HLDGS INC in Q1 2023. The put-call ratio across all filers is 5.63 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
MAKENA CAPITAL MANAGEMENT LLC ownership history of POST HLDGS INC
ValueSharesWeighting
Q3 2023$11,319,309
+17.5%
132,019
+18.8%
2.42%
+31.7%
Q2 2023$9,629,674
+5.2%
111,133
+9.1%
1.84%
+6.1%
Q1 2023$9,152,630
+6.6%
101,843
+7.0%
1.74%
+7.6%
Q4 2022$8,587,336
-15.1%
95,140
-23.0%
1.61%
-4.3%
Q3 2022$10,117,000
-37.9%
123,512
-37.6%
1.69%
-36.6%
Q2 2022$16,293,000
+28.4%
197,853
+8.0%
2.66%
+72.7%
Q1 2022$12,686,000
-40.3%
183,172
-2.8%
1.54%
-35.9%
Q4 2021$21,240,000
+24.8%
188,414
+21.9%
2.40%
-16.5%
Q3 2021$17,023,000
+26.6%
154,526
+24.6%
2.88%
+44.7%
Q2 2021$13,451,000
+9.9%
124,010
+7.2%
1.99%
+2.5%
Q1 2021$12,235,000
+131.0%
115,728
+120.7%
1.94%
-34.1%
Q4 2020$5,296,000
+38.9%
52,433
+18.2%
2.94%
+31.4%
Q3 2020$3,814,000
+0.8%
44,352
+2.7%
2.24%
-3.1%
Q2 2020$3,783,000
+34.0%
43,178
+26.8%
2.31%
-15.6%
Q1 2020$2,824,000
-3.0%
34,041
+27.5%
2.74%
+6.4%
Q4 2019$2,912,00026,6922.57%
Other shareholders
POST HLDGS INC shareholders Q1 2023
NameSharesValueWeighting ↓
Ratan Capital Management LP 820,123$40,407,0009.82%
Bares Capital Management 2,227,375$109,750,0009.48%
Richmond Hill Investments, LLC 313,148$15,429,0009.48%
Teton Capital Partners 819,239$40,364,0009.39%
Signpost Capital Advisors, LP 273,724$13,486,0006.34%
TIGER MANAGEMENT L.L.C. 275,200$13,559,0004.16%
Woodbine Capital Advisors LP 55,000$2,710,0003.25%
Route One Investment Company, L.P. 255,465$12,587,0002.69%
ARGENT CAPITAL MANAGEMENT LLC 829,556$40,872,0002.30%
GIOVINE CAPITAL GROUP LLC 99,832$4,919,0002.14%
View complete list of POST HLDGS INC shareholders