Waratah Capital Advisors Ltd. - POST HLDGS INC ownership

POST HLDGS INC's ticker is POST and the CUSIP is 737446104. A total of 364 filers reported holding POST HLDGS INC in Q4 2019. The put-call ratio across all filers is 0.97 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
Waratah Capital Advisors Ltd. ownership history of POST HLDGS INC
ValueSharesWeighting
Q1 2021$1,805,000
+56.0%
17,071
+60.9%
0.04%
-66.4%
Q4 2019$1,157,000
-24.0%
10,608
-26.2%
0.12%
-28.7%
Q3 2019$1,522,000
-68.0%
14,376
-68.6%
0.17%
-67.7%
Q2 2019$4,754,000
+109.8%
45,722
+120.7%
0.53%
+121.3%
Q1 2019$2,266,000
+13.9%
20,715
-7.2%
0.24%
-2.8%
Q4 2018$1,990,000
-62.5%
22,323
-58.7%
0.25%
-53.8%
Q3 2018$5,301,000
+89.1%
54,066
+65.9%
0.53%
+72.2%
Q2 2018$2,803,000
+77.1%
32,584
+56.0%
0.31%
+85.0%
Q1 2018$1,583,000
-84.6%
20,893
-83.9%
0.17%
-86.0%
Q4 2017$10,254,000129,4181.19%
Other shareholders
POST HLDGS INC shareholders Q4 2019
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