Holocene Advisors’s Post Holdings POST Stock Holding History

Holocene Advisors’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
2026 Q2	$110M	Sell	1,247,073 -519,569	-29%	-$50.6M	0.25%	103
2026 Q1	$175M	Buy	1,766,642 +609,100	+53%	+$62.1M	0.42%	63
2025 Q4	$115M	Buy	1,157,542 +9,265	+0.8%	+$959K	0.24%	115
2025 Q3	$123M	Sell	1,148,277 -329,069	-22%	-$35.3M	0.28%	95
2025 Q2	$161M	Sell	1,477,346 -210,986	-12%	-$23.6M	0.39%	72
2025 Q1	$196M	Buy	1,688,332 +517,647	+44%	+$57.4M	0.57%	50
2024 Q4	$134M	Sell	1,170,685 -234,613	-17%	-$26.7M	0.43%	63
2024 Q3	$163M	Buy	1,405,298 +244,221	+21%	+$27.4M	0.66%	43
2024 Q2	$121M	Buy	1,161,077 +207,981	+22%	+$21.6M	0.5%	67
2024 Q1	$101M	Buy	953,096 +278,804	+41%	+$27.9M	0.37%	90
2023 Q4	$59.4M	Buy	674,292 +652,265	+2,961%	+$55.4M	0.23%	135
2023 Q3	$1.89M	Buy	+22,027	New	+$1.92M	0.01%	570
2022 Q1	–	Sell	-43,258	Closed	-$3.19M	–	996
2021 Q4	$3.19M	Buy	43,258 +35,276	+442%	+$2.42M	0.02%	418
2021 Q3	$575K	Sell	7,982 -26,997	-77%	-$1.91M	﹤0.01%	739
2021 Q2	$2.48M	Buy	34,979 +6,606	+23%	+$487K	0.01%	512
2021 Q1	$1.96M	Buy	+28,373	New	+$1.86M	0.01%	590
2018 Q1	–	Sell	-75,057	Closed	-$3.89M	–	682
2017 Q4	$3.89M	Buy	+75,057	New	+$3.99M	0.1%	95

Other funds holding POST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Holocene Advisors's POST Position: Q2 2026 in Review

Holocene Advisors reduced its Post Holdings (POST) stake by 29% in Q2 2026, selling an estimated $50.6M and leaving 1,247,073 shares worth $110M. The position accounts for 0.25% of the portfolio, ranked #103.

Holocene Advisors first reported a position in POST in Q4 2017 and has held it in 17 quarters since. The position peaked at $196M in Q1 2025. 413 funds tracked by Wall St. Rank hold POST as of Q2 2026.

Holocene Advisors held 1,247,073 shares of Post Holdings worth $110M as of Q2 2026.
Holocene Advisors sold 519,569 Post Holdings shares in Q2 2026, an estimated $50.6M.
Post Holdings made up 0.25% of Holocene Advisors's portfolio in Q2 2026, its #103 holding.
Holocene Advisors first reported a position in Post Holdings in Q4 2017 and has held it in 17 quarters since.
Holocene Advisors's Post Holdings position peaked at $196M in Q1 2025.
413 funds tracked by Wall St. Rank held Post Holdings as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.