THOMPSON SIEGEL & WALMSLEY LLC POST — POST HLDGS INC COM

Ownership history in THOMPSON SIEGEL & WALMSLEY LLC  ·  37 quarters on record

AI Ownership Summary

THOMPSON SIEGEL & WALMSLEY LLC reported POST HLDGS INC COM (POST) in 37 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.56% in 2023 Q4. The latest visible filing shows POST at 0.22% 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 THOMPSON SIEGEL & WALMSLEY LLC's position in POST HLDGS INC COM, 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
2026 Q1

POST was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.56% in 2023 Q4

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 2026 Q1

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 THOMPSON SIEGEL & WALMSLEY LLC fund profile THOMPSON SIEGEL & WALMSLEY LLC full holdings
How THOMPSON SIEGEL & WALMSLEY LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 127,087 -269,285 -67.9% 0.22% $13K 2026-05-11 $100.53
2025 Q4 REDUCED 22.6% -0.2% ✅ 396,372 -115,818 -22.6% 0.66% $39.3M 2026-02-10 $109.65
2025 Q3 REDUCED 5.4% -7.1% ✅ 512,190 -28,994 -5.4% 0.89% $55.0M 2025-11-12 $106.63
2025 Q2 REDUCED — — — 541,184 -760 -0.1% 0.98% $59.0M 2025-08-06 $102.44
2025 Q1 REDUCED 27.0% -6.3% ✅ 541,944 -200,844 -27.0% 1.06% $63.1M 2025-05-09 $110.74
2024 Q4 REDUCED — — — 742,788 -8,587 -1.1% 1.32% $85.0M 2025-02-10 $109.81
2024 Q3 REDUCED 14.1% -1.9% ✅ 751,375 -122,945 -14.1% 1.30% $87.0M 2024-11-12 $108.98
2024 Q2 ADDED — — — 874,320 +32,188 +3.8% 1.46% $91.1M 2024-08-08 $112.70
2024 Q1 REDUCED 23.1% -2.5% ✅ 842,132 -253,440 -23.1% 1.38% $89.5M 2024-05-09 $105.67
2023 Q4 ADDED — — — 1,095,572 +8,939 +0.8% 1.56% $96.5M 2024-02-07 $104.30
27 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

H Squared Management LP 18.26% Route One Investment Company, L.P. 3Y 7Y 12.42% PYA Waltman Capital, LLC 3Y 9.02% Clarkston Capital Partners, LLC 3Y 7Y 9.0% IRIDIAN ASSET MANAGEMENT LLC/CT 3Y 7Y 7.29% Daytona Street Capital LLC 1.53% Wallace Capital Management Inc. 3Y 7Y 1.34% Cohen Capital Management, Inc. 3Y 7Y 1.26% KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3Y 7Y 1.25% LONDON CO OF VIRGINIA 3Y 7Y 0.9%

FAQ About THOMPSON SIEGEL & WALMSLEY LLC and POST

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

How long has THOMPSON SIEGEL & WALMSLEY LLC reported owning POST?

THOMPSON SIEGEL & WALMSLEY LLC reported POST across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported POST position in THOMPSON SIEGEL & WALMSLEY LLC's portfolio?

The largest reported portfolio weight for POST was 1.56% in 2023 Q4.

What is the latest reported POST position on this page?

The most recent filing on this page is 2026 Q1, when THOMPSON SIEGEL & WALMSLEY LLC reported 127,087 shares, equal to 0.22% of portfolio, with an estimated market value of $13K.

What does the chart on this POST ownership page compare?

The chart compares THOMPSON SIEGEL & WALMSLEY LLC'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.

How well did THOMPSON SIEGEL & WALMSLEY LLC time their POST position?

Based on 13F filing dates vs. subsequent POST price moves, THOMPSON SIEGEL & WALMSLEY LLC correctly timed 13 out of 35 reported position changes (37%). The annualised alpha on POST relative to SPY over the holding period was -5.3%.

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