Post Holdings, Inc.
US ˙ NYSE ˙ US7374461041

SecurityPOST / Post Holdings, Inc.
InstitutionDiamond Hill Capital Management Inc
Latest Disclosed Ownership816,143 shares
Latest Disclosed Value $ 80,683,897
Diamond Hill Capital Management Inc reports 8.63% decrease in ownership of POST / Post Holdings, Inc.

On May 7, 2026 - Diamond Hill Capital Management Inc filed a 13F-HR form disclosing ownership of 816,143 shares of Post Holdings, Inc. (US:POST) valued at $80,683,897 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 893,221 shares of Post Holdings, Inc.. This represents a change in shares of -8.63% during the quarter. The current value of the position is $73,803,811 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-07 2026-03-31 13F Post Holdings COM 737446104 816,143 -77,078 -8.63 80,684 -8.80 0.5047
2026-02-06 2025-12-31 13F Post Holdings COM 737446104 893,221 -6,880 -0.76 88,474 -8.55 0.4533
2025-11-05 2025-09-30 13F Post Holdings COM 737446104 900,101 -10,050 -1.10 96,743 -2.51 0.4593
2025-08-12 2025-06-30 13F Post Holdings COM 737446104 910,151 -189,118 -17.20 99,234 -22.42 0.4561
2025-05-06 2025-03-31 13F Post Holdings COM 737446104 1,099,269 -162,899 -12.91 127,911 -11.46 0.5863
2025-02-10 2024-12-31 13F Post Holdings COM 737446104 1,262,168 -182,472 -12.63 144,468 -13.61 0.6379
2024-11-04 2024-09-30 13F Post Holdings COM 737446104 1,444,640 -41,120 -2.77 167,217 8.05 0.6765
2024-08-08 2024-06-30 13F Post Holdings COM 737446104 1,485,760 -44,237 -2.89 154,757 -4.83 0.6619
2024-05-13 2024-03-31 13F Post Holdings COM 737446104 1,529,997 -72,017 -4.50 162,608 15.27 0.6637
2024-02-05 2023-12-31 13F Post Holdings COM 737446104 1,602,014 -39,742 -2.42 141,073 0.22 0.6199
2023-11-02 2023-09-30 13F Post Holdings COM 737446104 1,641,756 99,115 6.43 140,764 5.31 0.6811
2023-08-08 2023-06-30 13F Post Holdings COM 737446104 1,542,641 63,302 4.28 133,670 0.54 0.6013
2023-05-11 2023-03-31 13F Post Holdings COM 737446104 1,479,339 -30,921 -2.05 132,948 -2.47 0.6224
2023-02-07 2022-12-31 13F Post Holdings COM 737446104 1,510,260 -36,206 -2.34 136,316 7.61 0.6194
2022-11-08 2022-09-30 13F Post Holdings COM 737446104 1,546,466 -101,989 -6.19 126,671 -6.69 0.6075
2022-08-09 2022-06-30 13F Post Holdings COM 737446104 1,648,455 -125,466 -7.07 135,750 10.49 0.5931
2022-05-11 2022-03-31 13F Post Holdings COM 737446104 1,773,921 32,023 1.84 122,862 -37.43 0.4568
2022-02-08 2021-12-31 13F Post Holdings COM 737446104 1,741,898 -89,892 -4.91 196,364 -2.69 0.7017
2021-11-15 2021-09-30 13F Post Holdings COM 737446104 1,831,790 97,314 5.61 201,790 7.26 0.7655
2021-08-03 2021-06-30 13F Post Holdings COM 737446104 1,734,476 -124,590 -6.70 188,139 -4.27 0.7145
2021-05-04 2021-03-31 13F Post Holdings COM 737446104 1,859,066 190,414 11.41 196,540 16.61 0.7945
2021-02-08 2020-12-31 13F Post Holdings COM 737446104 1,668,652 -66,014 -3.81 168,551 12.98 0.7936
2020-11-09 2020-09-30 13F Post Holdings COM 737446104 1,734,666 71,632 4.31 149,181 2.38 0.8227
2020-08-10 2020-06-30 13F Post Holdings COM 737446104 1,663,034 141,719 9.32 145,715 15.44 0.8592
2020-05-05 2020-03-31 13F Post Holdings COM 737446104 1,521,315 343,583 29.17 126,224 -1.76 0.8550
2020-02-07 2019-12-31 13F Post Holdings COM 737446104 1,177,732 3,243 0.28 128,491 3.37 0.6450
2019-10-30 2019-09-30 13F Post Holdings COM 737446104 1,174,489 -10,651 -0.90 124,308 0.88 0.6611
2019-08-01 2019-06-30 13F Post Holdings COM 737446104 1,185,140 23,327 2.01 123,219 -3.06 0.6590
2019-04-30 2019-03-31 13F Post Holdings COM 737446104 1,161,813 -191,061 -14.12 127,102 5.41 0.6990
2019-02-11 2018-12-31 13F Post Holdings COM 737446104 1,352,874 -209,447 -13.41 120,582 -21.28 0.7075
2018-11-13 2018-09-30 13F Post Holdings COM 737446104 1,562,321 -84,959 -5.16 153,170 8.10 0.7633
2018-08-07 2018-06-30 13F Post Holdings COM 737446104 1,647,280 -20,497 -1.23 141,699 12.15 0.7274
2018-05-02 2018-03-31 13F Post Holdings COM 737446104 1,667,777 176,183 11.81 126,351 6.91 0.6467
2018-02-06 2017-12-31 13F Post Holdings COM 737446104 1,491,594 149,977 11.18 118,179 -0.21 0.5922
2017-10-18 2017-09-30 13F Post Holdings COM 737446104 1,341,617 1,778 0.13 118,425 13.83 0.6237
2017-07-26 2017-06-30 13F Post Holdings COM 737446104 1,339,839 -60,657 -4.33 104,038 -15.12 0.5613
2017-05-02 2017-03-31 13F Post Holdings COM 737446104 1,400,496 -36,952 -2.57 122,571 6.07 0.6863
2017-02-10 2016-12-31 13F Post Holdings COM 737446104 1,437,448 19,675 1.39 115,556 5.62 0.6708
2016-11-09 2016-09-30 13F Post Holdings COM 737446104 1,417,773 -55,076 -3.74 109,410 -10.17 0.6761
2016-08-10 2016-06-30 13F Post Holdings COM 737446104 1,472,849 5,230 0.36 121,790 20.67 0.7694
2016-05-12 2016-03-31 13F Post Holdings COM 737446104 1,467,619 -89,992 -5.78 100,928 5.02 0.6428
2016-02-10 2015-12-31 13F Post Holdings COM 737446104 1,557,611 43,249 2.86 96,105 7.38 0.6384
2015-11-12 2015-09-30 13F Post Holdings COM 737446104 1,514,362 -171,970 -10.20 89,499 -1.59 0.6189
2015-08-13 2015-06-30 13F Post Holdings COM 737446104 1,686,332 353,237 26.50 90,944 45.65 0.6041
2015-05-13 2015-03-31 13F Post Holdings COM 737446104 1,333,095 146,900 12.38 62,442 25.66 0.4333
2015-02-12 2014-12-31 13F Post Holdings COM 737446104 1,186,195 350,800 41.99 49,690 79.27 0.3550
2014-11-13 2014-09-30 13F Post Holdings COM 737446104 835,395 440,346 111.47 27,718 37.82 0.2140
2014-08-11 2014-06-30 13F Post Holdings COM 737446104 395,049 197,410 99.88 20,112 84.62 0.1582
2014-05-06 2014-03-31 13F Post Holdings COM 737446104 197,639 6,964 3.65 10,894 15.96 0.0932
2014-02-04 2013-12-31 13F Post Holdings COM 737446104 190,675 190,675 9,395 0.0857
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.