Ownership history in PYA Waltman Capital, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which PYA Waltman Capital, LLC reported a position in POST HLDGS INC (POST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 272,533 | -29,011 | -9.6% | 7.25% | $27.0M | $99.05 |
| 2025 Q3 | ADDED | 301,544 | +116,669 | +63.1% | 8.68% | $32.4M | $107.48 |
| 2025 Q2 | ADDED | 184,875 | +11,510 | +6.6% | 5.80% | $20.2M | $109.03 |
| 2025 Q1 | ADDED | 173,365 | +22,707 | +15.1% | 6.34% | $20.2M | $116.36 |
As of 2025 Q4 — sorted by position size