AREX Capital Management, LP - 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
AREX Capital Management, LP ownership history of POST HLDGS INC
ValueSharesWeighting
Q1 2023$36,791,610
-31.0%
409,387
-30.7%
26.84%
-16.4%
Q4 2022$53,356,026
+5.6%
591,137
-4.1%
32.09%
-4.3%
Q3 2022$50,509,000
-2.5%
616,637
-2.0%
33.54%
+5.7%
Q2 2022$51,809,000
+19.3%
629,137
+0.3%
31.73%
+26.5%
Q1 2022$43,436,000
-37.5%
627,137
+1.7%
25.08%
-19.7%
Q4 2021$69,513,000
+2.1%
616,637
-0.2%
31.22%
-1.8%
Q3 2021$68,094,000
+1.6%
618,1370.0%31.79%
-0.1%
Q2 2021$67,049,000
+265.0%
618,137
+255.8%
31.81%
+194.6%
Q1 2021$18,369,000173,75010.80%
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