Post Holdings, Inc.
US ˙ NYSE ˙ US7374461041

SecurityPOST / Post Holdings, Inc.
InstitutionFirst Manhattan Co
Latest Disclosed Ownership2,102 shares
Latest Disclosed Value $ 207,804
First Manhattan Co ownership in POST / Post Holdings, Inc.

On May 15, 2026 - First Manhattan Co filed a 13F-HR form disclosing ownership of 2,102 shares of Post Holdings, Inc. (US:POST) valued at $207,804 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 0 shares of Post Holdings, Inc.. The current value of the position is $191,282 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)
2026-05-15 2026-03-31 13F POST HLDGS COM 737446104 2,102 2,102 208 0.0006
2026-02-17 2025-12-31 13F POST HLDGS COM 737446104 0 -2,395 -100.00 0 -100.00
2025-11-14 2025-09-30 13F POST HLDGS COM 737446104 2,395 -48 -1.96 257 -3.38 0.0007
2025-08-14 2025-06-30 13F POST HLDGS COM 737446104 2,443 -5 -0.20 266 -6.34 0.0008
2025-05-15 2025-03-31 13F POST HLDGS COM 737446104 2,448 0 0.00 285 1.43 0.0008
2025-02-14 2024-12-31 13F POST HLDGS COM 737446104 2,448 0 0.00 280 -1.06 0.0008
2024-11-14 2024-09-30 13F POST HLDGS COM 737446104 2,448 0 0.00 283 11.42 0.0008
2024-08-15 2024-06-30 13F/A-1 POST HLDGS COM 737446104 2,448 -4 -0.16 255 -2.31 0.0008
2024-08-14 2024-06-30 13F POST HLDGS COM 737446104 2,448 -4 255 0.0008
2024-05-15 2024-03-31 13F POST HLDGS COM 737446104 2,452 -6 -0.24 261 20.37 0.0008
2024-02-13 2023-12-31 13F POST HLDGS COM 737446104 2,458 0 0.00 216 2.86 0.0008
2023-11-14 2023-09-30 13F POST HLDGS COM 737446104 2,458 -23 -0.93 211 -1.87 0.0008
2023-08-14 2023-06-30 13F POST HLDGS COM 737446104 2,481 0 0.00 215 -3.60 0.0008
2023-05-15 2023-03-31 13F POST HLDGS COM 737446104 2,481 -130 -4.98 223 -5.53 0.0009
2023-02-14 2022-12-31 13F POST HLDGS COM 737446104 2,611 0 0.00 236 10.33 0.0009
2022-11-14 2022-09-30 13F POST HLDGS COM 737446104 2,611 -3 -0.11 213 -0.93 0.0009
2022-08-15 2022-06-30 13F POST HLDGS COM 737446104 2,614 -339 -11.48 215 5.39 0.0009
2022-05-16 2022-03-31 13F POST HLDGS COM 737446104 2,953 0 0.00 204 -38.55 0.0007
2022-02-14 2021-12-31 13F POST HLDGS COM 737446104 2,953 0 0.00 332 2.15 0.0011
2021-11-15 2021-09-30 13F POST HLDGS COM 737446104 2,953 0 0.00 325 1.56 0.0012
2021-08-16 2021-06-30 13F POST HLDGS COM 737446104 2,953 0 0.00 320 2.56 0.0012
2021-05-14 2021-03-31 13F POST HLDGS COM 737446104 2,953 -4 -0.14 312 4.70 0.0013
2021-02-16 2020-12-31 13F POST HLDGS COM 737446104 2,957 -22 -0.74 298 16.41 0.0014
2020-11-12 2020-09-30 13F POST HOLDINGS COMMON 737446104 2,979 -2 -0.07 256 -1.92 0.0013
2020-08-14 2020-06-30 13F POST HOLDINGS COMMON 737446104 2,981 0 0.00 261 5.67 0.0015
2020-05-06 2020-03-31 13F POST HOLDINGS COMMON 737446104 2,981 0 0.00 247 -24.00 0.0016
2020-02-13 2019-12-31 13F POST HOLDINGS COMMON 737446104 2,981 -10 -0.33 325 2.85 0.0016
2019-11-13 2019-09-30 13F POST HOLDINGS COMMON 737446104 2,991 -19 -0.63 316 1.28 0.0017
2019-08-16 2019-06-30 13F POST HOLDINGS COMMON 737446104 3,010 -16 -0.53 312 -5.74 0.0017
2019-04-12 2019-03-31 13F POST HOLDINGS COMMON 737446104 3,026 5 0.17 331 23.05 0.0019
2019-01-30 2018-12-31 13F POST HOLDINGS COMMON 737446104 3,021 -165 -5.18 269 -13.78 0.0017
2018-10-15 2018-09-30 13F POST HOLDINGS COMMON 737446104 3,186 -8 -0.25 312 13.87 0.0017
2018-08-01 2018-06-30 13F POST HOLDINGS COMMON 737446104 3,194 12 0.38 274 13.69 0.0016
2018-04-20 2018-03-31 13F POST HOLDINGS COMMON 737446104 3,182 -5 -0.16 241 -4.37 0.0014
2018-01-22 2017-12-31 13F POST HOLDINGS COMMON 737446104 3,187 0 0.00 252 -10.32 0.0014
2017-10-25 2017-09-30 13F POST HOLDINGS COMMON 737446104 3,187 0 0.00 281 13.77 0.0016
2017-08-10 2017-06-30 13F/A-2 POST HOLDINGS COMMON 737446104 3,187 0 0.00 247 -11.15 0.0014
2017-08-01 2017-06-30 13F/A-1 POST HOLDINGS COMMON 737446104 3,187 0 247 0.0014
2017-07-28 2017-06-30 13F POST HOLDINGS COMMON 737446104 3,187 0 247
2017-04-25 2017-03-31 13F/A-1 POST HOLDINGS COMMON 737446104 3,187 0 0.00 278 8.59 0.0017
2017-04-24 2017-03-31 13F POST HOLDINGS COMMON 737446104 3,527 272
2017-01-25 2016-12-31 13F POST HOLDINGS COMMON 737446104 3,187 -340 -9.64 256 -5.88 0.0016
2016-10-20 2016-09-30 13F POST HOLDINGS COMMON 737446104 3,527 0 0.00 272 -6.53 0.0017
2016-07-14 2016-06-30 13F POST HOLDINGS COMMON 737446104 3,527 -13 -0.37 291 19.75 0.0018
2016-04-22 2016-03-31 13F POST HOLDINGS COMMON 737446104 3,540 0 0.00 243 11.47 0.0015
2016-01-20 2015-12-31 13F POST HOLDINGS COMMON 737446104 3,540 0 0.00 218 4.31 0.0013
2015-10-26 2015-09-30 13F POST HOLDINGS COMMON 737446104 3,540 0 0.00 209 10.00 0.0013
2015-07-17 2015-06-30 13F POST HOLDINGS COMMON 737446104 3,540 0 0.00 190 15.15 0.0011
2015-04-30 2015-03-31 13F POST HOLDINGS COMMON 737446104 3,540 0 0.00 165 11.49 0.0010
2015-01-20 2014-12-31 13F POST HOLDINGS COMMON 737446104 3,540 -76 -2.10 148 24.37 0.0008
2014-10-23 2014-09-30 13F POST HOLDINGS COMMON 737446104 3,616 0 0.00 119 -35.33 0.0007
2014-08-14 2014-06-30 13F/A-1 POST HOLDINGS COMMON 737446104 3,616 3 0.08 184 -7.54 0.0012
2014-05-16 2014-03-31 13F POST HOLDINGS COMMON 737446104 3,613 -160 -4.24 199 7.57 0.0013
2014-02-04 2013-12-31 13F POST HOLDINGS COMMON 737446104 3,773 -46 -1.20 185 20.13 0.0012
2013-10-29 2013-09-30 13F POST HOLDINGS COMMON 737446104 3,819 -300 -7.28 154 -20.62 0.0011
2013-08-13 2013-06-30 13F POST HOLDINGS COMMON 737446104 4,119 4,119 194 0.0013
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.