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Post Holdings, Inc.

POST Consumer Staples
$84.26 $-0.06 (-0.07%)
Market Cap: $3.7 B
Gurus Holding
8
Popularity Rank
#859
% of Shares Held
4.64%
Net Activity (Q2 2026)
-$40.13 M

Guru Ownership Trend

Guru Analysis for Post Holdings, Inc. (POST)

Post Holdings, Inc. (POST), a key player in the Consumer Staples sector, continues to attract institutional attention.

As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $171.83 M.

Top institutional holders include Diamond Hill Capital and Ken Fisher.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $40.13 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 734.3%. Conversely, Diamond Hill Capital reduced exposure by 24.2%.

Key Holders

Top 5 by Value

$42.49 M
$32.02 M
$19.96 M
$15.52 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$21.34 M
Total Buy Value
New Buys 0
Additions 6
-$61.47 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
6

FAQs for Post Holdings, Inc. (POST)

Major holders include Diamond Hill Capital ($54.6 M), Ken Fisher ($42.49 M), Cliff Asness ($32.02 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 2.04 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $40.13 M, with 6 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited POST. The total reported sell value was $61.47 M.

Yes, 0 managers opened new positions in POST, and 6 increased their existing holdings. The total reported buy value was $21.34 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.44% Reduce -24.2% 618,618 $54.6 M Q2 2026
0.01% Add 5.0% 481,429 $42.49 M Q2 2026
0.01% Add 4.1% 364,398 $32.02 M Q2 2026
0.18% Reduce -1.7% 226,166 $19.96 M Q2 2026
0.04% Add 734.3% 175,818 $15.52 M Q2 2026
0.01% Add 36.2% 79,111 $6.98 M Q2 2026
0.03% Add 23.7% 72,779 $6.42 M Q2 2026
0.43% Add 233.3% 21,000 $1.85 M Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form