PWC
POST icon

PYA Waltman Capital’s Post Holdings POST Stock Holding History

PYA Waltman 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
2026
Q2 		$30M Buy
339,643
+10,433
+3% +$1.02M 7.13% 3
2026
Q1 		$32.5M Buy
329,210
+56,677
+21% +$5.77M 9.02% 2
2025
Q4 		$27M Sell
272,533
-29,011
-10% -$3M 7.25% 3
2025
Q3 		$32.4M Buy
301,544
+116,669
+63% +$12.5M 8.69% 2
2025
Q2 		$20.2M Buy
184,875
+11,510
+7% +$1.29M 5.8% 4
2025
Q1 		$20.2M Buy
173,365
+22,707
+15% +$2.52M 6.34% 3
2024
Q4 		$17.2M Buy
150,658
+856
+0.6% +$97.5K 5.56% 5
2024
Q3 		$17.3M Buy
149,802
+2,474
+2% +$277K 5.67% 4
2024
Q2 		$15.3M Sell
147,328
-3,047
-2% -$317K 5.64% 5
2024
Q1 		$16M Buy
150,375
+932
+0.6% +$93.4K 5.93% 6
2023
Q4 		$13.2M Buy
149,443
+8,120
+6% +$689K 5.48% 6
2023
Q3 		$12.1M Buy
141,323
+13,074
+10% +$1.14M 5.13% 7
2023
Q2 		$11.5M Buy
128,249
+16,700
+15% +$1.46M 4.95% 6
2023
Q1 		$10M Sell
111,549
-11,396
-9% -$1.04M 4.98% 7
2022
Q4 		$11.1M Sell
122,945
-15,782
-11% -$1.41M 5.83% 6
2022
Q3 		$11.4M Sell
138,727
-34,573
-20% -$2.99M 6.67% 4
2022
Q2 		$14.3M Buy
173,300
+598
+0.3% +$46.4K 7.96% 2
2022
Q1 		$12M Sell
172,702
-65,354
-27% -$4.57M 5.89% 4
2021
Q4 		$17.6M Sell
238,056
-3,334
-1% -$229K 9.06% 2
2021
Q3 		$17.4M Buy
241,390
+11,900
+5% +$844K 9.44% 2
2021
Q2 		$16.3M Sell
229,490
-6,303
-3% -$465K 8.49% 3
2021
Q1 		$16.3M Buy
235,793
+15,121
+7% +$991K 9.26% 2
2020
Q4 		$14.6M Buy
220,672
+7,626
+4% +$471K 8.69% 2
2020
Q3 		$12M Buy
213,046
+9,706
+5% +$554K 8.45% 3
2020
Q2 		$11.7M Buy
203,340
+31,416
+18% +$1.83M 9.6% 2
2020
Q1 		$9.34M Buy
171,924
+24,153
+16% +$1.57M 9.89% 2
2019
Q4 		$10.6M Buy
+147,771
New +$10.1M 9.47% 2

Other funds holding POST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

PYA Waltman Capital's POST Position: Q2 2026 in Review

PYA Waltman Capital increased its Post Holdings (POST) stake by 3.2% in Q2 2026, buying an estimated $1.02M and bringing the position to 339,643 shares worth $30M. The position accounts for 7.13% of the portfolio, ranked #3.

PYA Waltman Capital first reported a position in POST in Q4 2019 and has held it in 27 quarters since. The position peaked at $32.5M in Q1 2026. 412 funds tracked by Wall St. Rank hold POST as of Q2 2026.

  • PYA Waltman Capital held 339,643 shares of Post Holdings worth $30M as of Q2 2026.
  • PYA Waltman Capital bought 10,433 Post Holdings shares in Q2 2026, an estimated $1.02M.
  • Post Holdings made up 7.13% of PYA Waltman Capital's portfolio in Q2 2026, its #3 holding.
  • PYA Waltman Capital first reported a position in Post Holdings in Q4 2019 and has held it in 27 quarters since.
  • PYA Waltman Capital's Post Holdings position peaked at $32.5M in Q1 2026.
  • 412 funds tracked by Wall St. Rank held Post Holdings as of Q2 2026.

Based on PYA Waltman Capital's 13F filing for Q2 2026, filed 14 Aug 2026.