POST β€” POST HOLDINGS INC

Ownership history in IRIDIAN ASSET MANAGEMENT LLC/CT  Β·  47 quarters on record

This page tracks every 13F SEC filing in which IRIDIAN ASSET MANAGEMENT LLC/CT reported a position in POST HOLDINGS INC (POST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
6.34% (2025 Q1)
πŸ“Š Avg. % of fund
3.08%
πŸ“… First filed
2016 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
47

Position Intelligence

IRIDIAN ASSET MANAGEMENT LLC/CT Γ— POST AI Analytics

πŸ“‰ IRIDIAN ASSET MANAGEMENT LLC/CT underperformed the S&P 500 by –16.2% annually on this POST position. Timing score: 57% (26/46 decisions correct). Average cost basis: $61.90. Maximum drawdown during holding period: –24.2%.

πŸ“ˆ Position Alpha vs SPY
-16.2%
annualised excess return

❌ Significantly underperformed the S&P 500 by 16.2% ann.
11 quarters analyzed

⏱️ Timing Score
57%

βœ… Decent timing β€” more right than wrong on entries and exits.
26 of 46 add/trim decisions correct

πŸ’° Entry Quality
$61.90
+60.0% vs current ($99.05)

Best entry: $49.58 (2018 Q1)  Β·  Worst: $114.46 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–24.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
40%
buy-side decisions

19 adds Β· 28 trims. Bought during 6 of 17 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 6.17% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    POST price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 169,125 +50,044 +42.0% 6.17% $16.8M $99.05
2025 Q3 REDUCED 119,081 -20,874 -14.9% 5.04% $12.8M $107.48
2025 Q2 REDUCED 139,955 -33,719 -19.4% 5.29% $15.3M $109.03
2025 Q1 REDUCED 173,674 -32,339 -15.7% 6.34% $20.2M $116.36
2024 Q4 ADDED 206,013 +34,825 +20.3% 6.27% $23.6M $114.46
2024 Q3 REDUCED 171,188 -41,569 -19.5% 4.24% $19.8M $115.75
2024 Q2 REDUCED 212,757 -1,992 -0.9% 5.00% $22.2M $104.16
2024 Q1 REDUCED 214,749 -31,900 -12.9% 4.48% $22.8M $106.28
2023 Q4 REDUCED 246,649 -41,480 -14.4% 3.94% $21.7M $88.06
2023 Q3 REDUCED 288,129 -191,491 -39.9% 5.00% $24.7M $85.74
37 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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