Iridian Asset Management’s Post Holdings POST Stock Holding History

Iridian Asset 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	-40,000	Closed	-$2.77M	–	59
2022 Q1	$2.77M	Sell	40,000 -21,120	-35%	-$1.48M	0.19%	44
2021 Q4	$4.51M	Sell	61,120 -61,120	-50%	-$4.19M	0.28%	47
2021 Q3	$8.81M	Buy	122,240 +61,120	+100%	+$4.33M	0.27%	49
2021 Q2	$4.34M	Hold	61,120	–	–	0.08%	55
2021 Q1	$4.23M	Buy	61,120 +30,560	+100%	+$2M	0.07%	60
2020 Q4	$2.02M	Buy	30,560 +20,170	+194%	+$1.25M	0.04%	65
2020 Q3	$585K	Buy	10,390 +1,833	+21%	+$105K	0.01%	66
2020 Q2	$491K	Hold	8,557	–	–	0.01%	64
2020 Q1	$465K	Buy	+8,557	New	+$556K	0.01%	69

Other funds holding POST

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

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

ROIC

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

LCOV

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Iridian Asset Management's POST Position: Q1 2026 in Review

Iridian Asset Management increased its Post Holdings (POST) stake by 7.6% in Q1 2026, buying an estimated $1.31M and bringing the position to 181,969 shares worth $18M. The position accounts for 7.29% of the portfolio, ranked #4.

Iridian Asset Management first reported a position in POST in Q3 2016 and has held it in 39 quarters since. The position peaked at $324M in Q1 2017. 425 funds tracked by Wall St. Rank hold POST as of Q1 2026.

Iridian Asset Management held 181,969 shares of Post Holdings worth $18M as of Q1 2026.
Iridian Asset Management bought 12,844 Post Holdings shares in Q1 2026, an estimated $1.31M.
Post Holdings made up 7.29% of Iridian Asset Management's portfolio in Q1 2026, its #4 holding.
Iridian Asset Management first reported a position in Post Holdings in Q3 2016 and has held it in 39 quarters since.
Iridian Asset Management's Post Holdings position peaked at $324M in Q1 2017.
425 funds tracked by Wall St. Rank held Post Holdings as of Q1 2026.

Based on Iridian Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.