Route One Investment Company, L.P. - POST HLDGS INC ownership

POST HLDGS INC's ticker is POST and the CUSIP is 737446104. A total of 311 filers reported holding POST HLDGS INC in Q2 2022. The put-call ratio across all filers is 7.76 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
Route One Investment Company, L.P. ownership history of POST HLDGS INC
ValueSharesWeighting
Q3 2023$443,643,625
-1.1%
5,174,2900.0%15.23%
-3.8%
Q2 2023$448,352,229
-1.7%
5,174,290
+1.9%
15.83%
-6.6%
Q1 2023$456,267,564
-0.4%
5,076,9730.0%16.96%
-18.2%
Q4 2022$458,247,583
-20.1%
5,076,973
-27.5%
20.73%
-4.5%
Q3 2022$573,417,000
-0.5%
7,000,5730.0%21.70%
+3.9%
Q2 2022$576,497,000
+18.9%
7,000,5730.0%20.89%
+38.2%
Q1 2022$484,860,000
-38.6%
7,000,5730.0%15.11%
-13.7%
Q4 2021$789,175,000
+2.3%
7,000,5730.0%17.50%
-11.8%
Q3 2021$771,183,000
+1.6%
7,000,5730.0%19.85%
+8.6%
Q2 2021$759,352,000
+2.6%
7,000,5730.0%18.27%
-2.1%
Q1 2021$740,101,000
+4.7%
7,000,5730.0%18.66%
-6.2%
Q4 2020$707,128,000
+17.5%
7,000,5730.0%19.89%
+25.9%
Q3 2020$602,049,000
-1.8%
7,000,5730.0%15.80%
-9.7%
Q2 2020$613,390,000
+8.0%
7,000,573
+2.3%
17.50%
-6.0%
Q1 2020$567,894,000
-15.6%
6,844,573
+11.0%
18.61%
-2.1%
Q4 2019$672,944,000
+3.4%
6,168,140
+0.3%
19.01%
-3.1%
Q3 2019$650,719,000
+4.9%
6,148,140
+3.1%
19.62%
+3.2%
Q2 2019$620,196,000
-4.2%
5,965,139
+0.8%
19.01%
+22.8%
Q1 2019$647,678,000
+24.8%
5,920,271
+1.7%
15.48%
-17.8%
Q4 2018$519,028,000
-7.0%
5,823,268
+2.3%
18.82%
+4.4%
Q3 2018$558,276,000
+14.0%
5,694,3700.0%18.03%
-4.5%
Q2 2018$489,830,000
+17.4%
5,694,370
+3.4%
18.88%
+5.4%
Q1 2018$417,197,000
+16.2%
5,506,823
+21.5%
17.91%
+134.9%
Q4 2017$359,077,000
-5.1%
4,532,083
+5.7%
7.62%
-30.3%
Q3 2017$378,509,000
+16.9%
4,288,083
+2.9%
10.94%
-12.7%
Q2 2017$323,652,000
+6.1%
4,168,083
+19.6%
12.54%
+10.6%
Q1 2017$305,014,000
+8.9%
3,485,0830.0%11.34%
+29.6%
Q4 2016$280,166,000
+24.5%
3,485,083
+19.6%
8.75%
-14.0%
Q3 2016$224,957,000
-4.2%
2,915,083
+2.7%
10.17%
-19.6%
Q2 2016$234,722,000
+21.9%
2,838,583
+1.4%
12.66%
+25.7%
Q1 2016$192,527,000
+26.1%
2,799,583
+13.2%
10.07%
+8.4%
Q4 2015$152,639,000
+11.8%
2,473,883
+7.1%
9.29%
+14.9%
Q3 2015$136,514,000
-12.4%
2,309,888
-20.0%
8.08%
-35.2%
Q2 2015$155,803,000
+37.0%
2,888,989
+19.0%
12.47%
-4.3%
Q1 2015$113,686,000
+14.7%
2,427,124
+2.5%
13.02%
-25.5%
Q4 2014$99,159,000
+53.5%
2,367,124
+21.6%
17.47%
+17.1%
Q3 2014$64,602,000
+18.8%
1,947,027
+82.2%
14.92%
+24.5%
Q2 2014$54,390,000
+14.5%
1,068,365
+24.0%
11.99%
+48.6%
Q1 2014$47,509,000
+277.4%
861,911
+237.4%
8.06%
+199.9%
Q4 2013$12,587,000255,4652.69%
Other shareholders
POST HLDGS INC shareholders Q2 2022
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