Factorial Partners, LLC - 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 Q4 2022. The put-call ratio across all filers is 8.44 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
Factorial Partners, LLC ownership history of POST HLDGS INC
ValueSharesWeighting
Q2 2023$866,500
-22.6%
10,000
-19.7%
0.60%
-29.1%
Q1 2023$1,118,882
-3.9%
12,450
-3.5%
0.84%
-5.4%
Q4 2022$1,164,354
-52.2%
12,900
-56.6%
0.89%
-57.9%
Q3 2022$2,437,000
-16.1%
29,750
-15.6%
2.12%
-10.3%
Q2 2022$2,903,000
+18.9%
35,2500.0%2.36%
+40.7%
Q1 2022$2,441,000
-1.6%
35,250
+60.2%
1.68%
+2.2%
Q4 2021$2,480,000
-99.7%
22,000
-97.7%
1.64%
+151.3%
Q1 2021$949,808,000
+100.1%
949,808
+20108.7%
0.65%
+64.5%
Q4 2020$474,747,000
-63.0%
4,700
-68.5%
0.40%
-69.7%
Q3 2020$1,281,400,000
-0.5%
14,900
+1.4%
1.31%
-7.2%
Q2 2020$1,288,014,000
-7.0%
14,700
-12.0%
1.41%
-23.6%
Q1 2020$1,385,599,00016,7001.85%
Other shareholders
POST HLDGS INC shareholders Q4 2022
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%
BRIDGER MANAGEMENT, LLC 147,598$10,223,0001.68%
Factorial Partners, LLC 35,250$2,441,0001.68%
Sachem Head Capital 905,000$62,680,0001.60%
View complete list of POST HLDGS INC shareholders