PYA Waltman Capital, LLC - POST HLDGS INC ownership

POST HLDGS INC's ticker is POST and the CUSIP is 737446104. A total of 328 filers reported holding POST HLDGS INC in Q3 2022. The put-call ratio across all filers is 12.22 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
PYA Waltman Capital, LLC ownership history of POST HLDGS INC
ValueSharesWeighting
Q3 2023$12,117,060
+5.5%
141,323
+10.2%
5.13%
+3.7%
Q2 2023$11,489,791
+14.6%
128,249
+15.0%
4.95%
-0.5%
Q1 2023$10,024,907
-9.7%
111,549
-9.3%
4.98%
-14.6%
Q4 2022$11,096,999
-2.3%
122,945
-11.4%
5.82%
-12.7%
Q3 2022$11,363,000
-20.4%
138,727
-19.9%
6.67%
-16.1%
Q2 2022$14,271,000
+19.3%
173,300
+0.3%
7.96%
+35.1%
Q1 2022$11,961,000
-31.9%
172,702
+10.9%
5.89%
-34.9%
Q4 2021$17,563,000
+0.9%
155,796
-1.4%
9.06%
-4.0%
Q3 2021$17,403,000
+6.8%
157,978
+5.2%
9.44%
+11.2%
Q2 2021$16,291,000
-0.1%
150,190
-2.7%
8.49%
-8.3%
Q1 2021$16,314,000
+11.8%
154,315
+6.9%
9.26%
+6.5%
Q4 2020$14,588,000
+21.7%
144,419
+3.6%
8.69%
+2.9%
Q3 2020$11,991,000
+2.8%
139,428
+4.8%
8.45%
-12.0%
Q2 2020$11,660,000
+24.9%
133,076
+18.3%
9.60%
-2.9%
Q1 2020$9,335,000
-11.5%
112,516
+16.3%
9.89%
+4.4%
Q4 2019$10,551,00096,7099.47%
Other shareholders
POST HLDGS INC shareholders Q3 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%
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