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Post Holdings, Inc.

POST Consumer Staples
$97.17 $-0.1 (-0.10%)
Market Cap: $4.4 B
Gurus Holding
10
Popularity Rank
#407
% of Shares Held
5.39%
Net Activity (Q1 2026)
+$60.79 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 Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $237.18 M.

Top institutional holders include Diamond Hill Capital and Ken Fisher.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $60.79 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 416.8%. Conversely, Diamond Hill Capital reduced exposure by 8.6%.

Key Holders

Top 5 by Value

$45.32 M
$42.23 M
$34.14 M
$22.73 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$69.11 M
Total Buy Value
New Buys 2
Additions 4
-$8.32 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
6

FAQs for Post Holdings, Inc. (POST)

Major holders include Diamond Hill Capital ($80.68 M), Ken Fisher ($45.32 M), Steven Cohen ($42.23 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 2.44 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $60.79 M, with 6 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited POST. The total reported sell value was $8.32 M.

Yes, 2 managers opened new positions in POST, and 4 increased their existing holdings. The total reported buy value was $69.11 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.50% Reduce -8.6% 816,143 $80.68 M Q1 2026
0.02% Add 89.4% 458,453 $45.32 M Q1 2026
0.05% Add 416.8% 427,198 $42.23 M Q1 2026
0.02% Add 21.5% 349,960 $34.14 M Q1 2026
0.22% Reduce -1.2% 229,966 $22.73 M Q1 2026
0.03% Reduce -6.9% 58,852 $5.82 M Q1 2026
0.01% New Buy 58,085 $5.74 M Q1 2026
0.01% Add 24.7% 21,075 $2.08 M Q1 2026
0.01% New Buy 14,815 $1.46 M Q1 2026
0.13% 6,300 $622,818 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form