Post Holdings

POST • NYSE

Post Holdings is a packaged foods company in the consumer defensive sector on NYSE, led by Jeff A. Zadoks, with a market cap of $5.1B. As of Q3 2025, 89% of shares are held by 408 institutional investors, with VANGUARD GROUP INC as the largest holder at 9.7%.

Interim President and Chief Executive OfficerJeff A. Zadoks

Market Cap$5.1B

Packaged Foods

Consumer Defensive

Employees11.4K

Websitepostholdings.com

Country

United States of America

Overview

Overview of institutional ownership in POST as of Q3 2025 with a market cap of $5.8B

All Institutions

Institutions: 408
Value Held: $5.2B
Shares Held: 48.4M
Avg Position: $12.8M
Median Position: $653.2K

Hedge Funds

Hedge Funds: 31
Value Held: $742.8M
Shares Held: 6.9M
Avg Position: $24.0M
Median Position: $3.1M

Ownership Breakdown

Institutional (non-HF)

76.43%

$4.5B

Hedge Funds

12.72%

$742.8M

Retail & Other

10.85%

$633.2M

Based on market cap of $5.8B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in POST as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$566.5M 0.01% of portfolio	9.70% 5.3M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$460.4M 0.01% of portfolio	7.89% 4.3M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
R Route One Investment Company, L.P. Hedge Fund•Multi-Strategy	Weiyi Huang CFO	$369.0M 15.05% of portfolio	6.32% 3.4M shares	Q4 2013 Held for 11y 11m	$2.5B
Clarkston Capital Partners LLC Long Only Manager	Jeffrey Anthony Hakala CEO	$312.1M 6.73% of portfolio	5.35% 2.9M shares	Q4 2013 Held for 11y 11m	$4.6B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$305.0M 0.02% of portfolio	5.22% 2.8M shares	≤ Q2 2013 Held for 12y 5m+	$1.56T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	Gerard Kieran O'Reilly CEO	$302.3M 0.06% of portfolio	5.18% 2.8M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
LONDON CO OF VIRGINIA Digital Asset Manager	Jasleen Kaur Bains CCO	$189.8M 1.03% of portfolio	3.25% 1.8M shares	Q4 2016 Held for 8y 11m	$18.4B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$159.7M 0.01% of portfolio	2.73% 1.5M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
M MANUFACTURERES LIFE INSURANCE CO Institution	-	$154.8M 0.13% of portfolio	2.65% 1.4M shares	≤ Q2 2013 Held for 12y 5m+	$120.17B
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$135.3M 0.08% of portfolio	2.32% 1.3M shares	Q3 2022 Held for 3y 2m	$161.58B

Net Capital Flow

Institutional buying and selling activity for POST in Q3 2025

Traded: −$159.8M
Buyers: 195
Sellers: 218
Total Bought: +$416.6M
Total Sold: −$576.4M
Avg Position: $11.1M

Biggest Buyers

Institution	Net Bought	Current Position
MORGAN STANLEY RIA/Wealth	+$36.2M +336.6K shares	$86.2M 801.7K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	+$30.1M +279.8K shares	$31.4M 292.1K shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	+$20.4M +189.7K shares	$20.4M 189.7K shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	+$19.1M +177.3K shares	$53.5M 498.1K shares
D Duquesne Family Office LLC Institution	+$19.0M +176.4K shares	$19.0M 176.4K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	+$16.7M +155.7K shares	$27.1M 252.1K shares
Q Qube Research & Technologies Ltd Institution	+$15.9M +148.4K shares	$23.6M 219.7K shares
A Artemis Investment Management LLP Institution	+$15.1M +140.4K shares	$30.9M 287.6K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$14.8M +137.6K shares	$15.5M 144.4K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$14.5M +134.7K shares	$15.4M 143.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$87.7M −815.9K shares	$5.4M 50.3K shares
Epoch Investment Partners, Inc. Long Only Manager	−$60.6M −564.2K shares	$40.9M 380.5K shares
HENNESSY ADVISORS INC Institution	−$44.5M −413.9K shares	$8.7M 80.7K shares
Holocene Advisors, LP Hedge Fund•Long/Short	−$35.4M −329.1K shares	$123.4M 1.1M shares
FMR LLC Institution	−$31.2M −290.7K shares	$35.2M 327.3K shares
WEDGE CAPITAL MANAGEMENT L L P/NC Long Only Manager	−$30.9M −283.3K shares	Sold Off 0 shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	−$29.0M −269.8K shares	$1.3M 12.5K shares
T TD ASSET MANAGEMENT INC Institution	−$22.2M −206.6K shares	$23.5M 218.7K shares
BARCLAYS PLC Institution	−$16.9M −157.1K shares	$17.7M 164.3K shares
B BlackRock, Inc. Institution	−$16.2M −150.9K shares	$460.4M 4.3M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited POST in Q3 2025

New Positions: 27
New Value: $10.6M
Exited Positions: 63
Exited Value: $91.6M

New Positions

Institution	Position Value
JUPITER ASSET MANAGEMENT LTD Long Only Manager	$3.1M 29.0K shares
L LSV ASSET MANAGEMENT Long Only Manager	$2.0M 18.2K shares
S Skandinaviska Enskilda Banken AB Institution	$1.2M 11.5K shares
Hara Capital LLC RIA/Wealth	$769.1K 7.2K shares
Optimize Financial Inc RIA/Wealth	$593.4K 5.5K shares
K Klingman & Associates, LLC RIA/Wealth	$541.9K 5.0K shares
B Bryce Point Capital, LLC Hedge Fund•Market Neutral	$531.6K 4.9K shares
Virtus ETF Advisers LLC Long Only Manager	$377.0K 3.5K shares
V Vise Technologies, Inc. Institution	$332.3K 3.1K shares
C CAPITAL & PLANNING, LLC Institution	$280.4K 2.6K shares

Exited Positions

Institution	Previous Position
WEDGE CAPITAL MANAGEMENT L L P/NC Long Only Manager	$30.9M 283.3K shares
Weiss Asset Management LP Hedge Fund•Multi-Strategy	$10.5M 96.3K shares
Hudson Bay Capital Management LP Hedge Fund•Multi-Strategy	$5.8M 53.6K shares
T TWINBEECH CAPITAL LP Hedge Fund•Quant	$5.8M 52.9K shares
Marshall Wace LLP Institution	$5.7M 52.5K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$5.1M 46.6K shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	$2.6M 23.8K shares
PDT Partners, LLC Hedge Fund•Quant	$2.2M 20.5K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$1.9M 17.8K shares
Edgestream Partners, L.P. Hedge Fund•Quant Macro	$1.8M 16.6K shares

Options Activity

Institutions with the largest Call and Put options positions in POST as of Q3 2025

Call Positions: 5
Call Value: $4.2M
Put Positions: 8
Put Value: $18.3M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.2M 206.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.0M 94.0 contracts
W WOLVERINE TRADING, LLC Institution	$551.6K 52.0 contracts
Walleye Trading LLC RIA/Wealth	$343.9K 32.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$129.0K 12.0 contracts

Put Positions

Institution	Position Value
MARINER INVESTMENT GROUP LLC Hedge Fund•Multi-Strategy	$5.4M 500.0 contracts
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$4.4M 409.0 contracts
O ONTARIO TEACHERS PENSION PLAN BOARD Institution	$2.8M 265.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.3M 218.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.3M 215.0 contracts
W WOLVERINE TRADING, LLC Institution	$689.5K 65.0 contracts
Walleye Trading LLC RIA/Wealth	$204.2K 19.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$182.7K 17.0 contracts

Most Committed Institutions

Institutions with POST as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
R Route One Investment Company, L.P. Hedge Fund•Multi-Strategy	Weiyi Huang CFO	15.05% $369.0M	6.32% 3.4M shares	Q4 2013 Held for 11y 11m	$2.5B
PYA Waltman Capital, LLC RIA/Wealth	Jack William Waltman President	8.68% $32.4M	0.56% 301.5K shares	Q4 2019 Held for 5y 11m	$373.2M
Clarkston Capital Partners LLC Long Only Manager	Jeffrey Anthony Hakala CEO	6.73% $312.1M	5.35% 2.9M shares	Q4 2013 Held for 11y 11m	$4.6B
IRIDIAN ASSET MANAGEMENT LLC/CT Hedge Fund•Long/Short	Todd Dunkin Raker CEO	5.04% $12.8M	0.22% 119.1K shares	Q3 2016 Held for 9y 2m	$254.1M
S Sapience Investments, LLC Long Only Manager	Samir (Nmn) Sikka CEO	2.09% $534.1K	0.01% 5.0K shares	Q4 2016 Held for 8y 11m	$25.5M
W Wallace Capital Management Inc. Hedge Fund•Multi-Strategy	Christopher Lee Thomason President	1.63% $13.2M	0.23% 122.4K shares	Q3 2020 Held for 5y 2m	$804.5M
C Cohen Capital Management, Inc. RIA/Wealth	Jay Adam Cohen CEO	1.37% $8.8M	0.15% 81.9K shares	Q2 2015 Held for 10y 5m	$641.5M
LONDON CO OF VIRGINIA Digital Asset Manager	Jasleen Kaur Bains CCO	1.03% $189.8M	3.25% 1.8M shares	Q4 2016 Held for 8y 11m	$18.4B
THOMPSON SIEGEL & WALMSLEY LLC Long Only Manager	Brett Phelan Hawkins CIO	0.91% $55.1M	0.94% 512.2K shares	Q2 2018 Held for 7y 5m	$6.1B
BRAUN STACEY ASSOCIATES INC Private Equity	Edward Joseph Keefe CFO	0.67% $20.6M	0.35% 191.6K shares	Q3 2024 Held for 1y 2m	$3.1B

Hedge Fund Spotlight

Discover hedge funds investing in POST

Point72 Asset Management, L.P.

Hedge Fund • Multi-Strategy

Portfolio ManagerSteven Alan Cohen

Portfolio Value: $43.2B
Positions: 1,279
Last Reported: Q3 2025

Sector Allocation

Position in Post Holdings

Market Value: $31.4M
Shares Held: 292.1K
Portfolio Weight: 0.07%
Owned Since: 2020-Q4

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