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	-11,002	Closed	-$786K	–	3687
2019 Q4	$786K	Sell	11,002 -4,125	-27%	-$282K	﹤0.01%	2412
2019 Q3	$1.05M	Buy	+15,127	New	+$1.03M	﹤0.01%	1954
2019 Q2	–	Sell	-7,029	Closed	-$503K	–	3596
2019 Q1	$503K	Sell	7,029 -764	-10%	-$50.1K	﹤0.01%	2268
2018 Q4	$455K	Sell	7,793 -1,375	-15%	-$82.8K	﹤0.01%	2169
2018 Q3	$588K	Sell	9,168 -3,056	-25%	-$188K	﹤0.01%	2337
2018 Q2	$688K	Buy	+12,224	New	+$638K	﹤0.01%	2424
2018 Q1	–	Sell	-18,183	Closed	-$943K	–	3433
2017 Q4	$943K	Buy	18,183 +10,543	+138%	+$561K	﹤0.01%	2013
2017 Q3	$441K	Buy	7,640 +1,528	+25%	+$83.7K	﹤0.01%	2214
2017 Q2	$311K	Buy	+6,112	New	+$330K	﹤0.01%	2624

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.