Post Holdings, Inc.
US ˙ NYSE ˙ US7374461041

SecurityPOST / Post Holdings, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership22,366 shares
Latest Disclosed Value $ 2,211,107
Stifel Financial Corp reports 43.82% decrease in ownership of POST / Post Holdings, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 22,366 shares of Post Holdings, Inc. (US:POST) valued at $2,211,103 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 39,808 shares of Post Holdings, Inc.. This represents a change in shares of -43.82% during the quarter. The current value of the position is $2,035,306 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)
2026-05-12 2026-03-31 13F POST HLDGS COM 737446104 22,366 -17,442 -43.82 2,211 -43.93 0.0020
2026-02-13 2025-12-31 13F POST HLDGS COM 737446104 39,808 -10,187 -20.38 3,943 -26.61 0.0035
2025-11-12 2025-09-30 13F POST HLDGS COM 737446104 49,995 45 0.09 5,373 -1.34 0.0049
2025-08-14 2025-06-30 13F POST HLDGS COM 737446104 49,950 1,908 3.97 5,446 -2.58 0.0053
2025-05-14 2025-03-31 13F POST HLDGS COM 737446104 48,042 -5,197 -9.76 5,590 -8.26 0.0059
2025-02-13 2024-12-31 13F POST HLDGS COM 737446104 53,239 4,431 9.08 6,094 7.86 0.0063
2024-11-14 2024-09-30 13F POST HLDGS COM 737446104 48,808 377 0.78 5,650 11.99 0.0059
2024-08-13 2024-06-30 13F POST HLDGS COM 737446104 48,431 2,201 4.76 5,045 2.67 0.0057
2024-05-14 2024-03-31 13F POST HLDGS COM 737446104 46,230 956 2.11 4,913 23.26 0.0056
2024-02-12 2023-12-31 13F POST HLDGS COM 737446104 45,274 582 1.30 3,987 4.05 0.0050
2023-11-13 2023-09-30 13F POST HLDGS COM 737446104 44,692 139 0.31 3,832 -0.75 0.0054
2023-08-14 2023-06-30 13F POST HLDGS COM 737446104 44,553 -3,526 -7.33 3,861 -10.65 0.0053
2023-05-12 2023-03-31 13F POST HLDGS COM 737446104 48,079 4,178 9.52 4,321 9.04 0.0062
2023-02-13 2022-12-31 13F POST HLDGS COM 737446104 43,901 -497 -1.12 3,963 8.94 0.0059
2022-11-14 2022-09-30 13F POST HLDGS COM 737446104 44,398 -9,840 -18.14 3,637 -18.58 0.0060
2022-08-15 2022-06-30 13F POST HLDGS COM 737446104 54,238 -3,912 -6.73 4,467 10.93 0.0070
2022-05-13 2022-03-31 13F POST HLDGS COM 737446104 58,150 1,620 2.87 4,027 -36.81 0.0055
2022-02-14 2021-12-31 13F POST HLDGS COM 737446104 56,530 3,512 6.62 6,373 9.11 0.0084
2021-11-15 2021-09-30 13F POST HLDGS COM 737446104 53,018 -937 -1.74 5,841 -0.19 0.0086
2021-08-13 2021-06-30 13F POST HLDGS COM 737446104 53,955 -114 -0.21 5,852 2.38 0.0088
2021-05-14 2021-03-31 13F POST HLDGS COM 737446104 54,069 8,126 17.69 5,716 23.19 0.0094
2021-02-12 2020-12-31 13F POST HLDGS COM 737446104 45,943 -1,670 -3.51 4,640 13.31 0.0083
2020-11-16 2020-09-30 13F POST HLDGS COM 737446104 47,613 405 0.86 4,095 -1.02 0.0084
2020-08-14 2020-06-30 13F POST HLDGS COM 737446104 47,208 1,119 2.43 4,137 8.55 0.0095
2020-05-14 2020-03-31 13F POST HLDGS COM 737446104 46,089 2,113 4.80 3,811 -20.42 0.0105
2020-02-13 2019-12-31 13F POST HLDGS COM 737446104 43,976 -498 -1.12 4,789 1.79 0.0100
2019-11-19 2019-09-30 13F/A-1 POST HLDGS COM 737446104 44,474 -2,597 -5.52 4,705 -3.59 0.0120
2019-11-13 2019-09-30 13F POST HLDGS COM 737446104 44,474 -2,597 4,705 2,637.3883
2019-08-14 2019-06-30 13F POST HLDGS COM 737446104 47,071 -489 -1.03 4,880 -5.99 0.0126
2019-05-14 2019-03-31 13F POST HLDGS COM 737446104 47,560 425 0.90 5,191 23.65 0.0147
2019-02-13 2018-12-31 13F POST HLDGS COM 737446104 47,135 -1,053 -2.19 4,198 -11.34 0.0136
2018-11-13 2018-09-30 13F POST HLDGS COM 737446104 48,188 -382 -0.79 4,735 13.09 0.0136
2018-08-14 2018-06-30 13F POST HLDGS COM 737446104 48,570 -6 -0.01 4,187 13.25 0.0128
2018-05-11 2018-03-31 13F POST HLDGS COM 737446104 48,576 -109,987 -69.36 3,697 -70.65 0.0117
2018-02-14 2017-12-31 13F POST HLDGS COM 737446104 158,563 596 0.38 12,596 -9.84 0.0399
2017-11-13 2017-09-30 13F POST HLDGS COM 737446104 157,967 7,970 5.31 13,971 19.71 0.0485
2017-08-14 2017-06-30 13F POST HLDGS COM 737446104 149,997 7,591 5.33 11,671 -6.56 0.0433
2017-05-10 2017-03-31 13F POST HLDGS COM 737446104 142,406 22,177 18.45 12,491 29.13 0.0484
2017-02-16 2016-12-31 13F POST HLDGS COM 737446104 120,229 21,589 21.89 9,673 26.99 0.0411
2016-11-15 2016-09-30 13F POST HLDGS COM 737446104 98,640 9,553 10.72 7,617 3.41 0.0343
2016-08-17 2016-06-30 13F POST HLDGS COM 737446104 89,087 2,158 2.48 7,366 23.26 0.0341
2016-05-16 2016-03-31 13F POST HLDGS COM 737446104 86,929 11,237 14.85 5,976 27.99 0.0318
2016-03-21 2015-12-31 13F/A-2 POST HLDGS COM 737446104 75,692 16,977 28.91 4,669 34.59 0.0243
2016-02-26 2015-12-31 13F/A-1 POST HLDGS COM 737446104 100,932 25,240 5,437 0.0284
2016-02-16 2015-12-31 13F POST HLDGS COM 737446104 100,932 5,698
2015-11-16 2015-09-30 13F POST HLDGS COM 737446104 58,715 -4,285 -6.80 3,469 2.15 0.0195
2015-08-17 2015-06-30 13F/A-1 POST HLDGS COM 737446104 63,000 13,282 26.71 3,396 45.81 0.0176
2015-08-17 2015-06-30 13F POST HLDGS COM 737446104 62,967 3,395
2015-05-14 2015-03-31 13F POST HLDGS COM 737446104 49,718 141 0.28 2,329 12.19 0.0127
2015-02-13 2014-12-31 13F POST HLDGS COM 737446104 49,577 13,518 37.49 2,076 73.43 0.0115
2014-11-13 2014-09-30 13F POST HLDGS COM 737446104 36,059 8,532 31.00 1,197 -14.56 0.0105
2014-08-14 2014-06-30 13F POST HLDGS COM 737446104 27,527 3,255 13.41 1,401 4.71 0.0126
2014-05-15 2014-03-31 13F POST HLDGS COM 737446104 24,272 24,272 1,338 0.0128
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.