Grey Owl Capital Management’s Post Holdings POST Stock Holding History

Grey Owl 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
2014 Q3	–	Sell	-57,926	Closed	-$1.93M	–	51
2014 Q2	$1.93M	Buy	57,926 +23,126	+66%	+$773K	2.12%	16
2014 Q1	$1.25M	Buy	+34,800	New	+$1.25M	1.45%	22

Other funds holding POST

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

ROIC

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

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

BRC

Blue Ridge Capital New York $215M AUM

Grey Owl Capital Management's POST Position: Q3 2014 in Review

Grey Owl Capital Management sold out of Post Holdings (POST) in Q3 2014, closing a stake of 57,926 shares — an estimated $1.93M sold.

Grey Owl Capital Management first reported a position in POST in Q1 2014 and held it in 2 quarters. The position peaked at $1.93M in Q2 2014. 213 funds tracked by Wall St. Rank hold POST as of Q3 2014.

Grey Owl Capital Management reported no remaining Post Holdings position as of Q3 2014 after selling out during the quarter.
Grey Owl Capital Management sold 57,926 Post Holdings shares in Q3 2014, an estimated $1.93M.
Grey Owl Capital Management first reported a position in Post Holdings in Q1 2014 and held it in 2 quarters.
Grey Owl Capital Management's Post Holdings position peaked at $1.93M in Q2 2014.
213 funds tracked by Wall St. Rank held Post Holdings as of Q3 2014.

Based on Grey Owl Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.