Nicholas Investment Partners, LP - 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
Nicholas Investment Partners, LP ownership history of POST HLDGS INC
ValueSharesWeighting
Q2 2023$325,804
-3.6%
3,7600.0%0.02%
-15.4%
Q1 2023$337,911
-32.4%
3,760
-32.1%
0.03%
-40.9%
Q4 2022$499,679
+10.3%
5,5360.0%0.04%
+4.8%
Q3 2022$453,000
-61.8%
5,536
-64.0%
0.04%
-46.8%
Q3 2016$1,186,000
-91.8%
15,365
-91.2%
0.08%
-92.1%
Q2 2016$14,509,000
+29.6%
175,467
+7.8%
1.01%
+23.0%
Q1 2016$11,197,000
-13.2%
162,824
-22.1%
0.82%
-8.2%
Q4 2015$12,897,000
+15.2%
209,024
+10.3%
0.89%
+11.0%
Q3 2015$11,195,000189,4210.80%
Other shareholders
POST HLDGS INC shareholders Q3 2023
NameSharesValueWeighting ↓
AREX Capital Management, LP 627,137$43,436,00025.08%
Route One Investment Company, L.P. 7,000,573$484,860,00015.11%
Kehrs Ridge Capital,LLC 140,000$9,696,0008.85%
PYA Waltman Capital, LLC 172,702$11,961,0005.89%
IRIDIAN ASSET MANAGEMENT LLC/CT 665,017$46,059,0003.20%
Clarkston Capital Partners, LLC 2,691,276$186,398,0003.10%
THOMPSON SIEGEL & WALMSLEY LLC 1,791,039$124,047,0001.76%
Factorial Partners, LLC 35,250$2,441,0001.68%
BRIDGER MANAGEMENT, LLC 147,598$10,223,0001.68%
Sachem Head Capital 905,000$62,680,0001.60%
View complete list of POST HLDGS INC shareholders