Lyon Street Capital’s Post Holdings POST Stock Holding History

Lyon Street Capital’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 Q1	$554K	Sell	8,000 -4,224	-35%	-$296K	0.83%	63
2021 Q4	$902K	Buy	+12,224	New	+$838K	0.9%	63
2020 Q3	–	Sell	-14,197	Closed	-$814K	–	77
2020 Q2	$814K	Sell	14,197 -12,045	-46%	-$701K	1.63%	25
2020 Q1	$1.43M	Buy	26,242 +7,906	+43%	+$514K	2.27%	11
2019 Q4	$1.31M	Buy	+18,336	New	+$1.25M	2.23%	16

Other funds holding POST

ROIC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

LCOV

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Lyon Street Capital's POST Position: Q1 2022 in Review

Lyon Street Capital reduced its Post Holdings (POST) stake by 35% in Q1 2022, selling an estimated $296K and leaving 8,000 shares worth $554K. The position accounts for 0.83% of the portfolio, ranked #63.

Lyon Street Capital first reported a position in POST in Q4 2019 and has held it in 5 quarters since. The position peaked at $1.43M in Q1 2020. 303 funds tracked by Wall St. Rank hold POST as of Q1 2022.

Lyon Street Capital held 8,000 shares of Post Holdings worth $554K as of Q1 2022.
Lyon Street Capital sold 4,224 Post Holdings shares in Q1 2022, an estimated $296K.
Post Holdings made up 0.83% of Lyon Street Capital's portfolio in Q1 2022, its #63 holding.
Lyon Street Capital first reported a position in Post Holdings in Q4 2019 and has held it in 5 quarters since.
Lyon Street Capital's Post Holdings position peaked at $1.43M in Q1 2020.
303 funds tracked by Wall St. Rank held Post Holdings as of Q1 2022.

Based on Lyon Street Capital's 13F filing for Q1 2022, filed 16 May 2022.