Geode Capital Management, Llc reports 8.42% decrease in ownership of 2PO / Post Holdings, Inc.

Post Holdings, Inc.

DE ˙ DB ˙ US7374461041

74,50 € ↓ -3,00 (-3,87%)

2026-06-04
DEL PRIS

Security	DE:2PO / Post Holdings, Inc.
Institution	Geode Capital Management, Llc
Latest Disclosed Ownership	806,826 shares
Latest Disclosed Value	$ 79,782,605

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 806,826 shares of Post Holdings, Inc. (DE:2PO) valued at $68,176,797 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 880,993 shares of Post Holdings, Inc.. This represents a change in shares of -8.42% during the quarter. The current value of the position is $60,108,537 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-15	2026-03-31	13F	POST HOLDINGS	COM	737446104	806,826	-74,167	-8.42	79,783	-8.59	0.0027
2026-02-09	2025-12-31	13F	POST HOLDINGS	COM	737446104	880,993	8,906	1.02	87,282	-6.90	0.0054
2025-11-12	2025-09-30	13F	POST HOLDINGS	COM	737446104	872,087	42,720	5.15	93,749	3.66	0.0060
2025-08-08	2025-06-30	13F	POST HOLDINGS	COM	737446104	829,367	-13,326	-1.58	90,440	-7.80	0.0063
2025-05-13	2025-03-31	13F	POST HOLDINGS	COM	737446104	842,693	47,972	6.04	98,085	7.80	0.0077
2025-02-12	2024-12-31	13F	POST HOLDINGS	COM	737446104	794,721	-6,549	-0.82	90,993	-1.92	0.0071
2024-11-12	2024-09-30	13F	POST HOLDINGS	COM	737446104	801,270	-21,122	-2.57	92,772	8.27	0.0075
2024-08-09	2024-06-30	13F	POST HOLDINGS	COM	737446104	822,392	9,378	1.15	85,684	-0.86	0.0075
2024-05-13	2024-03-31	13F	POST HOLDINGS	COM	737446104	813,014	28,764	3.67	86,424	25.12	0.0080
2024-02-13	2023-12-31	13F	POST HOLDINGS	COM	737446104	784,250	12,719	1.65	69,072	4.40	0.0072
2023-11-13	2023-09-30	13F	POST HOLDINGS	COM	737446104	771,531	-12,644	-1.61	66,162	-2.63	0.0079
2023-08-11	2023-06-30	13F	POST HOLDINGS	COM	737446104	784,175	29,512	3.91	67,949	0.19	0.0080
2023-05-15	2023-03-31	13F	POST HOLDINGS	COM	737446104	754,663	16,831	2.28	67,822	102,659.09	0.0088
2023-02-13	2022-12-31	13F	POST HOLDINGS	COM	737446104	737,832	34,374	4.89	67	-99.89	0.0093
2022-11-14	2022-09-30	13F	POST HOLDINGS	COM	737446104	703,458	-16,786	-2.33	57,620	-2.85	0.0087
2022-08-12	2022-06-30	13F	POST HOLDINGS	COM	737446104	720,244	-18,300	-2.48	59,312	15.95	0.0087
2022-05-13	2022-03-31	13F	POST HOLDINGS	COM	737446104	738,544	4,040	0.55	51,151	-38.22	0.0064
2022-02-11	2021-12-31	13F	POST HOLDINGS	COM	737446104	734,504	19,036	2.66	82,800	5.06	0.0100
2021-11-12	2021-09-30	13F	POST HOLDINGS	COM	737446104	715,468	-1,347	-0.19	78,815	1.37	0.0106
2021-08-13	2021-06-30	13F	POST HOLDINGS	COM	737446104	716,815	518	0.07	77,752	2.68	0.0107
2021-05-12	2021-03-31	13F	POST HOLDINGS	COM	737446104	716,297	-3,793	-0.53	75,726	4.11	0.0116
2021-02-12	2020-12-31	13F	POST HOLDINGS	COM	737446104	720,090	25,850	3.72	72,736	21.83	0.0122
2020-11-13	2020-09-30	13F	POST HOLDINGS	COM	737446104	694,240	-30,380	-4.19	59,704	-5.96	0.0117
2020-08-13	2020-06-30	13F	POST HOLDINGS	COM	737446104	724,620	-17,828	-2.40	63,490	3.07	0.0136
2020-05-14	2020-03-31	13F	POST HOLDINGS	COM	737446104	742,448	21,400	2.97	61,600	-21.69	0.0161
2020-02-20	2019-12-31	13F/A-1	POST HOLDINGS	COM	737446104	721,048	11,578	1.63	78,665	4.76	0.0164
2020-02-13	2019-12-31	13F	POST HOLDINGS	COM	737446104	721,048	11,578		78,665		10,025.1645
2019-11-12	2019-09-30	13F	POST HOLDINGS	COM	737446104	709,470	20,736	3.01	75,090	4.86	0.0175
2019-08-14	2019-06-30	13F	POST HOLDINGS	COM	737446104	688,734	25,578	3.86	71,607	-1.30	0.0173
2019-05-14	2019-03-31	13F	POST HOLDINGS	COM	737446104	663,156	34,302	5.45	72,548	29.44	0.0188
2019-03-06	2018-12-31	13F/A-1	POST HOLDINGS	COM	737446104	628,854	-7,170	-1.13	56,049	-10.11	0.0173
2019-02-13	2018-12-31	13F	POST HOLDINGS	COM	737446104	628,854	-7,170		56,049
2018-11-13	2018-09-30	13F	POST HOLDINGS	COM	737446104	636,024	14,166	2.28	62,355	16.57	0.0176
2018-08-14	2018-06-30	13F	POST HOLDINGS	COM	737446104	621,858	33,636	5.72	53,491	20.03	0.0164
2018-05-15	2018-03-31	13F	POST HOLDINGS	COM	737446104	588,222	38,774	7.06	44,563	2.37	0.0145
2018-02-13	2017-12-31	13F	POST HOLDINGS	COM	737446104	549,448	7,114	1.31	43,531	-9.07	0.0148
2017-11-14	2017-09-30	13F	POST HOLDINGS	COM	737446104	542,334	10,046	1.89	47,871	15.82	0.0177
2017-08-14	2017-06-30	13F	POST HOLDINGS	COM	737446104	532,288	50,388	10.46	41,331	-2.00	0.0163
2017-06-21	2017-03-31	13F/A-1	POST HOLDINGS	COM	737446104	481,900	35,678	8.00	42,175	17.58	0.0173
2017-05-12	2017-03-31	13F	POST HOLDINGS	COM	737446104	481,900			42,175
2017-02-14	2016-12-31	13F	POST HOLDINGS	COM	737446104	446,222	9,697	2.22	35,870	6.48	0.0167
2016-11-10	2016-09-30	13F	POST HOLDINGS	COM	737446104	436,525	34,596	8.61	33,686	1.36	0.0170
2016-08-12	2016-06-30	13F	POST HOLDINGS	COM	737446104	401,929	-80,931	-16.76	33,235	0.09	0.0181
2016-05-13	2016-03-31	13F	POST HOLDINGS	COM	737446104	482,860	24,706	5.39	33,206	17.47	0.0176
2016-02-12	2015-12-31	13F	POST HOLDINGS	COM	737446104	458,154	91,995	25.12	28,267	30.63	0.0161
2015-11-13	2015-09-30	13F	POST HOLDINGS	COM	737446104	366,159	46,197	14.44	21,639	25.41	0.0131
2015-08-14	2015-06-30	13F	POST HOLDINGS	COM	737446104	319,962	21,308	7.13	17,255	23.36	0.0099
2015-05-14	2015-03-31	13F	POST HOLDINGS	COM	737446104	298,654	53,359	21.75	13,988	36.14	0.0080
2015-02-12	2014-12-31	13F	POST HOLDINGS	COM	737446104	245,295	17,357	7.61	10,275	35.88	0.0061
2014-11-14	2014-09-30	13F	POST HOLDINGS	COM	737446104	227,938	1,169	0.52	7,562	-34.49	0.0049
2014-08-13	2014-06-30	13F	POST HOLDINGS	COM	737446104	226,769	41,549	22.43	11,544	13.08	0.0075
2014-05-14	2014-03-31	13F	POST HOLDINGS	COM	737446104	185,220	20,986	12.78	10,209	26.18	0.0068
2014-02-14	2013-12-31	13F	POST HOLDINGS	COM	737446104	164,234	20,309	14.11	8,091	39.26	0.0056
2013-11-14	2013-09-30	13F	POST HOLDINGS	COM	737446104	143,925	6,878	5.02	5,810	-2.89	0.0047
2013-08-14	2013-06-30	13F	POST HOLDINGS	COM	737446104	137,047	137,047		5,983		0.0053

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.