PYA Waltman Capital’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 | $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
ROIC
VPM
VCM
LCOV
