Post Holdings, Inc.
DE ˙ DB ˙ US7374461041
74,50 € ↓ -3,00 (-3,87%)
2026-06-04
DEL PRIS
SecurityDE:2PO / Post Holdings, Inc.
InstitutionCIBC Private Wealth Group, LLC
Latest Disclosed Ownership40,515 shares
Latest Disclosed Value $ 4,013,011
CIBC Private Wealth Group, LLC reports 58.78% increase in ownership of 2PO / Post Holdings, Inc.

On February 12, 2026 - CIBC Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 40,515 shares of Post Holdings, Inc. (DE:2PO) valued at $3,383,002 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 24, 2025 disclosing 25,516 shares of Post Holdings, Inc.. This represents a change in shares of 58.78% during the quarter. The current value of the position is $3,018,368 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-12 2025-12-31 13F POST HLDGS COM 737446104 40,515 14,999 58.78 4,013 46.35 0.0068
2025-11-24 2025-09-30 13F POST HLDGS COM 737446104 25,516 1,841 7.78 2,742 6.24 0.0047
2025-08-12 2025-06-30 13F POST HLDGS COM 737446104 23,675 1,020 4.50 2,581 1.81 0.0046
2025-05-14 2025-03-31 13F POST HLDGS COM 737446104 22,655 -4,066 -15.22 2,535 -11.80 0.0054
2025-02-12 2024-12-31 13F Post Holdings COM 737446104 26,721 7,423 38.47 2,874 28.71 0.0052
2024-11-13 2024-09-30 13F Post Holdings COM 737446104 19,298 -5,039 -20.71 2,234 -12.64 0.0040
2024-08-09 2024-06-30 13F Post Holdings COM 737446104 24,337 -1,248 -4.88 2,557 -5.23 0.0048
2024-05-10 2024-03-31 13F Post Holdings COM 737446104 25,585 -2,657 -9.41 2,698 8.49 0.0053
2024-02-13 2023-12-31 13F POST HLDGS INC COM COM 737446104 28,242 2,066 7.89 2,487 10.78 0.0053
2023-11-13 2023-09-30 13F POST HLDGS INC COM COM 737446104 26,176 3,608 15.99 2,244 14.78 0.0053
2023-11-21 2023-06-30 13F/A-1 POST HLDGS INC COM COM 737446104 22,568 530 2.40 1,956 -28.88 0.0043
2023-08-10 2023-06-30 13F POST HLDGS INC COM COM 737446104 22,568 530 1,956 0.0043
2023-11-21 2023-03-31 13F/A-1 POST HLDGS INC COM COM 737446104 22,038 -3,935 -15.15 2,750 28.88 0.0061
2023-05-12 2023-03-31 13F POST HLDGS INC COM COM 737446104 22,038 -3,935 2,750 0.0060
2023-06-01 2022-12-31 13F/A-2 POST HLDGS INC COM COM 737446104 25,973 576 2.27 2,134 2.55 0.0072
2023-02-14 2022-12-31 13F/A-1 POST HLDGS INC COM COM 737446104 25,973 576 2,344 0.0049
2023-02-13 2022-12-31 13F POST HLDGS INC COM COM 737446104 25,973 576 288 0.0000
2022-11-15 2022-09-30 13F POST HLDGS INC COM COM 737446104 25,397 -1,888 -6.92 2,080 -7.43 0.0056
2022-08-03 2022-06-30 13F POST HLDGS COM 737446104 27,285 3,456 14.50 2,247 36.10 0.0058
2022-05-16 2022-03-31 13F POST HLDGS COM 737446104 23,829 4,257 21.75 1,651 -25.16 0.0036
2022-04-04 2021-12-31 13F/A-1 POST HLDGS COM 737446104 19,572 3,446 21.37 2,206 24.21 0.0046
2022-02-08 2021-12-31 13F POST HLDGS COM 737446104 19,572 3,446 2,206 0.0046
2021-11-12 2021-09-30 13F POST HLDGS COM 737446104 16,126 -5,567 -25.66 1,776 -24.52 0.0041
2021-08-16 2021-06-30 13F POST HLDGS COM 737446104 21,693 -480 -2.16 2,353 0.34 0.0054
2021-05-12 2021-03-31 13F POST HLDGS COM 737446104 22,173 -315 -1.40 2,345 3.26 0.0059
2021-02-12 2020-12-31 13F POST HLDGS COM 737446104 22,488 6,986 45.07 2,271 70.37 0.0060
2020-11-03 2020-09-30 13F/A-1 POST HLDGS COM 737446104 15,502 -70 -0.45 1,333 -2.27 0.0041
2020-08-13 2020-06-30 13F POST HLDGS INC COM Com 737446104 15,572 1,382 9.74 1,364 15.89 0.0066
2020-05-15 2020-03-31 13F POST HLDGS COM 737446104 14,190 2,675 23.23 1,177 -6.29 0.0050
2020-01-30 2019-12-31 13F POST HLDGS COM 737446104 11,515 11,515 1,256 0.0041
2018-11-14 2018-09-30 13F POST HLDGS COM 737446104 0 -36 -100.00 0 -100.00
2018-08-02 2018-06-30 13F POST HLDGS COM 737446104 36 -23,960 -99.85 3 -99.83 0.0000
2018-05-17 2018-03-31 13F POST HLDGS COM 737446104 23,996 23,996 1,818 0.0079
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.