John Overdeck’s Post Holdings POST Stock Holding History

John Overdeck’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
2020 Q1	–	Sell	-5,959	Closed	-$425K	–	3686
2019 Q4	$425K	Sell	5,959 -1,375	-19%	-$94.1K	﹤0.01%	2916
2019 Q3	$508K	Buy	+7,334	New	+$500K	﹤0.01%	2548
2019 Q2	–	Sell	-4,584	Closed	-$328K	–	3595
2019 Q1	$328K	Sell	4,584 -1,986	-30%	-$130K	﹤0.01%	2540
2018 Q4	$383K	Buy	6,570 +458	+7%	+$27.6K	﹤0.01%	2280
2018 Q3	$392K	Buy	6,112 +917	+18%	+$56.3K	﹤0.01%	2612
2018 Q2	$292K	Buy	+5,195	New	+$271K	﹤0.01%	2957
2018 Q1	–	Sell	-32,546	Closed	-$1.69M	–	3432
2017 Q4	$1.69M	Buy	32,546 +24,906	+326%	+$1.33M	0.01%	1598
2017 Q3	$441K	Buy	7,640 +1,528	+25%	+$83.7K	﹤0.01%	2213
2017 Q2	$311K	Buy	+6,112	New	+$330K	﹤0.01%	2623

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

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

John Overdeck's POST Position: Q2 2026 in Review

John Overdeck reduced its Post Holdings (POST) stake by 54% in Q2 2026, selling an estimated $73.3M and leaving 639,671 shares worth $56.5M. The position accounts for 0.04% of the portfolio, ranked #513.

John Overdeck first reported a position in POST in Q2 2015 and has held it in 22 quarters since. The position peaked at $138M in Q1 2026. 409 funds tracked by Wall St. Rank hold POST as of Q2 2026.

John Overdeck held 639,671 shares of Post Holdings worth $56.5M as of Q2 2026.
John Overdeck sold 752,377 Post Holdings shares in Q2 2026, an estimated $73.3M.
Post Holdings made up 0.04% of John Overdeck's portfolio in Q2 2026, its #513 holding.
John Overdeck first reported a position in Post Holdings in Q2 2015 and has held it in 22 quarters since.
John Overdeck's Post Holdings position peaked at $138M in Q1 2026.
409 funds tracked by Wall St. Rank held Post Holdings as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.