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Diamond Hill Capital’s POST Holdings & Trades

First Buy
Q4 2013
Duration Held
50 Quarters
Largest Add
Q3 2014
+672,849 Shares
Current Position
816,143 Shares
$80.68 M Value

Diamond Hill Capital's POST Position Overview

Diamond Hill Capital (via Diamond Hill Capital Management INC) currently holds 816,143 shares of Post Holdings, Inc. (POST) worth $80.68 M, representing 0.50% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Diamond Hill Capital has maintained a long-term strategic position in POST, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2014, adding 672,849 shares. Largest reduction occurred in Q1 2022, reducing 887,699 shares.

Analysis based on 13F filings available since 2013 Q2

Diamond Hill Capital's Post Holdings (POST) Holding Value Over Time

Track share changes against reported price movement

Quarterly Post Holdings (POST) Trades by Diamond Hill Capital

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 -77,078 Reduce 8.63% 816,143 $98.86
Q4 2025 -6,880 Reduce 0.76% 893,221 $99.05
Q3 2025 -10,050 Reduce 1.10% 900,101 $107.48
Q2 2025 -189,118 Reduce 17.20% 910,151 $109.03
Q1 2025 -162,899 Reduce 12.91% 1.1 M $116.36
Q4 2024 -182,472 Reduce 12.63% 1.26 M $114.46
Q3 2024 -41,120 Reduce 2.77% 1.44 M $115.75
Q2 2024 -44,237 Reduce 2.89% 1.49 M $104.16
Q1 2024 -72,017 Reduce 4.50% 1.53 M $106.28
Q4 2023 -39,742 Reduce 2.42% 1.6 M $88.06
Q3 2023 +99,115 Add 6.43% 1.64 M $85.74
Q2 2023 +63,302 Add 4.28% 1.54 M $86.65
Q1 2023 -30,921 Reduce 2.05% 1.48 M $89.87
Q4 2022 -36,206 Reduce 2.34% 1.51 M $90.26
Q3 2022 -101,989 Reduce 6.19% 1.55 M $81.91
Q2 2022 -125,466 Reduce 7.07% 1.65 M $82.35
Q1 2022 -887,699 Reduce 33.35% 1.77 M $69.26
Q4 2021 -137,355 Reduce 4.91% 2.66 M $73.78
Q3 2021 +148,696 Add 5.61% 2.8 M $72.09
Q2 2021 -190,374 Reduce 6.70% 2.65 M $70.99
Q1 2021 +290,953 Add 11.41% 2.84 M $69.19
Q4 2020 -100,870 Reduce 3.81% 2.55 M $66.11
Q3 2020 +109,454 Add 4.31% 2.65 M $56.28
Q2 2020 +216,547 Add 9.32% 2.54 M $57.34
Q1 2020 +524,995 Add 29.17% 2.32 M $54.30
Q4 2019 +4,955 Add 0.28% 1.8 M $71.40
Q3 2019 -16,275 Reduce 0.90% 1.79 M $69.27
Q2 2019 +35,644 Add 2.01% 1.81 M $68.04
Q1 2019 -291,941 Reduce 14.12% 1.78 M $71.60
Q4 2018 -320,035 Reduce 13.41% 2.07 M $58.33
Q3 2018 -129,818 Reduce 5.16% 2.39 M $64.16
Q2 2018 -31,319 Reduce 1.23% 2.52 M $56.30
Q1 2018 +269,207 Add 11.81% 2.55 M $49.58
Q4 2017 +229,165 Add 11.18% 2.28 M $51.85
Q3 2017 +2,717 Add 0.13% 2.05 M $57.77
Q2 2017 -92,684 Reduce 4.33% 2.05 M $50.82
Q1 2017 -56,463 Reduce 2.57% 2.14 M $57.28
Q4 2016 +30,064 Add 1.39% 2.2 M $52.61
Q3 2016 -84,156 Reduce 3.74% 2.17 M $50.50
Q2 2016 +7,991 Add 0.36% 2.25 M $54.12
Q1 2016 -137,508 Reduce 5.78% 2.24 M $45.01
Q4 2015 +66,085 Add 2.86% 2.38 M $40.38
Q3 2015 -262,770 Reduce 10.20% 2.31 M $38.68
Q2 2015 +539,746 Add 26.50% 2.58 M $35.29
Q1 2015 +224,463 Add 12.38% 2.04 M $30.65
Q4 2014 +536,022 Add 41.99% 1.81 M $27.42
Q3 2014 +672,849 Add 111.47% 1.28 M $21.71
Q2 2014 +301,643 Add 99.88% 603,635 $33.32
Q1 2014 +10,641 Add 3.65% 301,992 $36.07
Q4 2013 +291,351 New Buy 291,351 $32.25

Diamond Hill Capital's Post Holdings Investment FAQs

Diamond Hill Capital first purchased Post Holdings, Inc. (POST) in Q4 2013, acquiring 291,351 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Diamond Hill Capital has held Post Holdings, Inc. (POST) for 50 quarters since Q4 2013.

Diamond Hill Capital's largest addition to Post Holdings, Inc. (POST) was in Q3 2014, adding 1,276,484 shares worth $27.72 M.

According to the latest 13F filing for Q1 2026, Diamond Hill Capital's firm, Diamond Hill Capital Management INC, owns 816,143 shares of Post Holdings, Inc. (POST), valued at approximately $80.68 M.

As of the Q1 2026 filing, Post Holdings, Inc. (POST) represents approximately 0.50% of Diamond Hill Capital's publicly disclosed stock portfolio, making it one of their key holdings.

Diamond Hill Capital's peak holding in Post Holdings, Inc. (POST) was 2,840,653 shares, as reported at the end of Q1 2021.