FIRST MANHATTAN CO. 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 Q3 2023. The put-call ratio across all filers is 0.95 and the average weighting 0.2%.

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
FIRST MANHATTAN CO. LLC. ownership history of POST HLDGS INC
ValueSharesWeighting
Q3 2023$210,748
-2.0%
2,458
-0.9%
0.00%0.0%
Q2 2023$214,978
-3.6%
2,4810.0%0.00%0.0%
Q1 2023$222,967
-5.4%
2,481
-5.0%
0.00%0.0%
Q4 2022$235,668
+10.6%
2,6110.0%0.00%0.0%
Q3 2022$213,000
-0.9%
2,611
-0.1%
0.00%0.0%
Q2 2022$215,000
+5.4%
2,614
-11.5%
0.00%0.0%
Q1 2022$204,000
-38.6%
2,9530.0%0.00%0.0%
Q4 2021$332,000
+2.2%
2,9530.0%0.00%0.0%
Q3 2021$325,000
+1.6%
2,9530.0%0.00%0.0%
Q2 2021$320,000
+2.6%
2,9530.0%0.00%0.0%
Q1 2021$312,000
+4.7%
2,953
-0.1%
0.00%0.0%
Q4 2020$298,000
+16.4%
2,957
-0.7%
0.00%0.0%
Q3 2020$256,000
-1.9%
2,979
-0.1%
0.00%
-50.0%
Q2 2020$261,000
+5.7%
2,9810.0%0.00%0.0%
Q1 2020$247,000
-24.0%
2,9810.0%0.00%0.0%
Q4 2019$325,000
+2.8%
2,981
-0.3%
0.00%0.0%
Q3 2019$316,000
+1.3%
2,991
-0.6%
0.00%0.0%
Q2 2019$312,000
-5.7%
3,010
-0.5%
0.00%0.0%
Q1 2019$331,000
+23.0%
3,026
+0.2%
0.00%0.0%
Q4 2018$269,000
-13.8%
3,021
-5.2%
0.00%0.0%
Q3 2018$312,000
+13.9%
3,186
-0.3%
0.00%0.0%
Q2 2018$274,000
+13.7%
3,194
+0.4%
0.00%
+100.0%
Q1 2018$241,000
-4.4%
3,182
-0.2%
0.00%0.0%
Q4 2017$252,000
-10.3%
3,1870.0%0.00%
-50.0%
Q3 2017$281,000
+13.8%
3,1870.0%0.00%
+100.0%
Q2 2017$247,000
-11.2%
3,1870.0%0.00%
-50.0%
Q1 2017$278,000
+8.6%
3,1870.0%0.00%0.0%
Q4 2016$256,000
-5.9%
3,187
-9.6%
0.00%0.0%
Q3 2016$272,000
-6.5%
3,5270.0%0.00%0.0%
Q2 2016$291,000
+19.8%
3,527
-0.4%
0.00%
+100.0%
Q1 2016$243,000
+11.5%
3,5400.0%0.00%0.0%
Q4 2015$218,000
+4.3%
3,5400.0%0.00%0.0%
Q3 2015$209,000
+10.0%
3,5400.0%0.00%0.0%
Q2 2015$190,000
+15.2%
3,5400.0%0.00%0.0%
Q1 2015$165,000
+11.5%
3,5400.0%0.00%0.0%
Q4 2014$148,000
+24.4%
3,540
-2.1%
0.00%0.0%
Q3 2014$119,000
-35.3%
3,6160.0%0.00%0.0%
Q2 2014$184,000
-7.5%
3,616
+0.1%
0.00%0.0%
Q1 2014$199,000
+7.6%
3,613
-4.2%
0.00%0.0%
Q4 2013$185,000
+20.1%
3,773
-1.2%
0.00%0.0%
Q3 2013$154,000
-20.6%
3,819
-7.3%
0.00%0.0%
Q2 2013$194,0004,1190.00%
Other shareholders
POST HLDGS INC shareholders Q3 2023
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