POST — POST HOLDINGS INC

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

AI Ownership Summary

IRIDIAN ASSET MANAGEMENT LLC/CT reported POST HOLDINGS INC (POST) in 47 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.34% in 2025 Q1. The latest visible filing shows POST at 6.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this POST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IRIDIAN ASSET MANAGEMENT LLC/CT's position in POST HOLDINGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

POST was reported at 6.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.34% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

POST stock page IRIDIAN ASSET MANAGEMENT LLC/CT fund profile IRIDIAN ASSET MANAGEMENT LLC/CT full holdings
How IRIDIAN ASSET MANAGEMENT LLC/CT held POST — position size vs. price
% of Fund (quarterly)    POST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 169,125 +50,044 +42.0% 6.17% $16.8M 2026-02-14 (Est.) $111.90
2025 Q3 REDUCED 119,081 -20,874 -14.9% 5.04% $12.8M 2025-10-24 $109.41
2025 Q2 REDUCED 139,955 -33,719 -19.4% 5.29% $15.3M 2025-08-14 $108.75
2025 Q1 REDUCED 173,674 -32,339 -15.7% 6.34% $20.2M 2025-04-30 $113.17
2024 Q4 ADDED 206,013 +34,825 +20.3% 6.27% $23.6M 2025-01-28 $106.99
2024 Q3 REDUCED 171,188 -41,569 -19.5% 4.24% $19.8M 2024-10-25 $111.21
2024 Q2 REDUCED 212,757 -1,992 -0.9% 5.00% $22.2M 2024-07-26 $108.97
2024 Q1 REDUCED 214,749 -31,900 -12.9% 4.48% $22.8M 2024-05-01 $104.82
2023 Q4 REDUCED 246,649 -41,480 -14.4% 3.94% $21.7M 2024-01-26 $92.79
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding POST

As of 2026 Q1 — sorted by position size

Daytona Street Capital LLC 1.53% Cohen Capital Management, Inc. 3Y 7Y 1.26% BRAUN STACEY ASSOCIATES INC 3Y 7Y 0.66% HENNESSY ADVISORS INC 3Y 7Y 0.26% Artemis Investment Management LLP 3Y 7Y 0.19% Plancorp, LLC 3Y 7Y 0.09% 3Chopt Investment Partners, LLC 0.05% Farmers & Merchants Trust Co of Long Beach 3Y 7Y 0.05% Inspire Investing, LLC 3Y 7Y 0.04% MEYER HANDELMAN CO 3Y 7Y 0.03%

FAQ About IRIDIAN ASSET MANAGEMENT LLC/CT and POST

These are the practical questions this page is built to answer before you even open the full history table.

How long has IRIDIAN ASSET MANAGEMENT LLC/CT reported owning POST?

IRIDIAN ASSET MANAGEMENT LLC/CT reported POST across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported POST position in IRIDIAN ASSET MANAGEMENT LLC/CT's portfolio?

The largest reported portfolio weight for POST was 6.34% in 2025 Q1.

What is the latest reported POST position on this page?

The most recent filing on this page is 2025 Q4, when IRIDIAN ASSET MANAGEMENT LLC/CT reported 169,125 shares, equal to 6.17% of portfolio, with an estimated market value of $16.8M.

What does the chart on this POST ownership page compare?

The chart compares IRIDIAN ASSET MANAGEMENT LLC/CT's quarterly POST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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