Fir Tree Capital Management’s Post Holdings POST Stock Holding History

Fir Tree Capital Management’s Portfolio POST Stock Details POST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-523,716	Closed	-$36.3M	–	737
2022 Q1	$36.3M	Sell	523,716 -276,522	-35%	-$19.3M	1.01%	12
2021 Q4	$59M	Buy	800,238 +463,236	+137%	+$31.8M	1.6%	3
2021 Q3	$24.3M	Buy	+337,002	New	+$23.9M	0.82%	20

Other funds holding POST

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Fir Tree Capital Management's POST Position: Q2 2022 in Review

Fir Tree Capital Management sold out of Post Holdings (POST) in Q2 2022, closing a stake of 523,716 shares — an estimated $36.3M sold.

Fir Tree Capital Management first reported a position in POST in Q3 2021 and held it in 3 quarters. The position peaked at $59M in Q4 2021. 310 funds tracked by Wall St. Rank hold POST as of Q2 2022.

Fir Tree Capital Management reported no remaining Post Holdings position as of Q2 2022 after selling out during the quarter.
Fir Tree Capital Management sold 523,716 Post Holdings shares in Q2 2022, an estimated $36.3M.
Fir Tree Capital Management first reported a position in Post Holdings in Q3 2021 and held it in 3 quarters.
Fir Tree Capital Management's Post Holdings position peaked at $59M in Q4 2021.
310 funds tracked by Wall St. Rank held Post Holdings as of Q2 2022.

Based on Fir Tree Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.