London Company of Virginia’s Post Holdings POST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $146M | Sell |
1,476,638
-109,995
| -7% | -$11.2M | 0.9% | 44 |
|
|
2025
Q4 | $157M | Sell |
1,586,633
-179,052
| -10% | -$18.5M | 0.91% | 49 |
|
|
2025
Q3 | $190M | Sell |
1,765,685
-77,550
| -4% | -$8.32M | 1.05% | 41 |
|
|
2025
Q2 | $201M | Sell |
1,843,235
-421,263
| -19% | -$47.2M | 1.14% | 40 |
|
|
2025
Q1 | $263M | Sell |
2,264,498
-75,567
| -3% | -$8.38M | 1.5% | 22 |
|
|
2024
Q4 | $268M | Sell |
2,340,065
-16,051
| -0.7% | -$1.83M | 1.46% | 23 |
|
|
2024
Q3 | $273M | Buy |
2,356,116
+78,593
| +3% | +$8.81M | 1.44% | 22 |
|
|
2024
Q2 | $237M | Buy |
2,277,523
+18,621
| +0.8% | +$1.94M | 1.33% | 25 |
|
|
2024
Q1 | $240M | Buy |
2,258,902
+22,959
| +1% | +$2.3M | 1.26% | 29 |
|
|
2023
Q4 | $197M | Buy |
2,235,943
+16,530
| +0.7% | +$1.4M | 1.11% | 36 |
|
|
2023
Q3 | $190M | Buy |
2,219,413
+3,637
| +0.2% | +$317K | 1.14% | 34 |
|
|
2023
Q2 | $192M | Sell |
2,215,776
-109,826
| -5% | -$9.63M | 1.09% | 40 |
|
|
2023
Q1 | $209M | Sell |
2,325,602
-18,694
| -0.8% | -$1.7M | 1.21% | 36 |
|
|
2022
Q4 | $212M | Sell |
2,344,296
-36,689
| -2% | -$3.27M | 1.25% | 33 |
|
|
2022
Q3 | $195M | Sell |
2,380,985
-17,097
| -0.7% | -$1.48M | 1.24% | 34 |
|
|
2022
Q2 | $197M | Sell |
2,398,082
-36,353
| -1% | -$2.82M | 1.21% | 36 |
|
|
2022
Q1 | $169M | Sell |
2,434,435
-1,247,969
| -34% | -$87.3M | 0.89% | 47 |
|
|
2021
Q4 | $272M | Sell |
3,682,404
-230,527
| -6% | -$15.8M | 1.37% | 27 |
|
|
2021
Q3 | $282M | Sell |
3,912,931
-194,082
| -5% | -$13.8M | 1.55% | 25 |
|
|
2021
Q2 | $292M | Buy |
4,107,013
+213,512
| +5% | +$15.7M | 1.55% | 26 |
|
|
2021
Q1 | $269M | Buy |
3,893,501
+57,738
| +2% | +$3.78M | 1.55% | 26 |
|
|
2020
Q4 | $254M | Buy |
3,835,763
+856,029
| +29% | +$52.9M | 1.59% | 23 |
|
|
2020
Q3 | $168M | Buy |
2,979,734
+147,268
| +5% | +$8.4M | 1.19% | 37 |
|
|
2020
Q2 | $162M | Buy |
2,832,466
+437,118
| +18% | +$25.4M | 1.26% | 35 |
|
|
2020
Q1 | $130M | Buy |
2,395,348
+871,286
| +57% | +$56.6M | 1.24% | 31 |
|
|
2019
Q4 | $109M | Buy |
1,524,062
+99,854
| +7% | +$6.83M | 0.84% | 44 |
|
|
2019
Q3 | $98.7M | Buy |
1,424,208
+70,556
| +5% | +$4.81M | 0.81% | 42 |
|
|
2019
Q2 | $92.1M | Buy |
1,353,652
+48,833
| +4% | +$3.43M | 0.79% | 42 |
|
|
2019
Q1 | $93.4M | Sell |
1,304,819
-16,051
| -1% | -$1.05M | 0.8% | 42 |
|
|
2018
Q4 | $77M | Sell |
1,320,870
-493,690
| -27% | -$29.7M | 0.74% | 44 |
|
|
2018
Q3 | $116M | Buy |
1,814,560
+16,544
| +0.9% | +$1.02M | 0.91% | 39 |
|
|
2018
Q2 | $101M | Buy |
1,798,016
+12,319
| +0.7% | +$643K | 0.83% | 41 |
|
|
2018
Q1 | $88.5M | Buy |
1,785,697
+626,290
| +54% | +$31.7M | 0.71% | 47 |
|
|
2017
Q4 | $60.1M | Sell |
1,159,407
-66,185
| -5% | -$3.52M | 0.44% | 65 |
|
|
2017
Q3 | $70.8M | Sell |
1,225,592
-60,931
| -5% | -$3.34M | 0.51% | 61 |
|
|
2017
Q2 | $65.4M | Sell |
1,286,523
-24,912
| -2% | -$1.34M | 0.44% | 67 |
|
|
2017
Q1 | $75.1M | Buy |
1,311,435
+314,328
| +32% | +$17.3M | 0.5% | 69 |
|
|
2016
Q4 | $52.5M | Buy |
+997,107
| New | +$50.4M | 0.36% | 74 |
|
Other funds holding POST
ROIC
VPM
VCM
London Company of Virginia's POST Position: Q1 2026 in Review
London Company of Virginia reduced its Post Holdings (POST) stake by 6.9% in Q1 2026, selling an estimated $11.2M and leaving 1,476,638 shares worth $146M. The position accounts for 0.9% of the portfolio, ranked #44.
London Company of Virginia first reported a position in POST in Q4 2016 and has held it in 38 quarters since. The position peaked at $292M in Q2 2021. 426 funds tracked by Wall St. Rank hold POST as of Q1 2026.
- London Company of Virginia held 1,476,638 shares of Post Holdings worth $146M as of Q1 2026.
- London Company of Virginia sold 109,995 Post Holdings shares in Q1 2026, an estimated $11.2M.
- Post Holdings made up 0.9% of London Company of Virginia's portfolio in Q1 2026, its #44 holding.
- London Company of Virginia first reported a position in Post Holdings in Q4 2016 and has held it in 38 quarters since.
- London Company of Virginia's Post Holdings position peaked at $292M in Q2 2021.
- 426 funds tracked by Wall St. Rank held Post Holdings as of Q1 2026.
Based on London Company of Virginia's 13F filing for Q1 2026, filed 15 May 2026.