TwinBeech Capital’s Post Holdings POST Stock Holding History

TwinBeech 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
2025 Q3	–	Sell	-52,873	Closed	-$5.76M	–	776
2025 Q2	$5.76M	Buy	52,873 +43,999	+496%	+$4.93M	0.13%	183
2025 Q1	$1.03M	Buy	+8,874	New	+$985K	0.02%	478
2023 Q1	–	Sell	-14,587	Closed	-$1.32M	–	832
2022 Q4	$1.32M	Buy	+14,587	New	+$1.3M	0.03%	483
2022 Q2	–	Sell	-19,631	Closed	-$1.36M	–	681
2022 Q1	$1.36M	Buy	+19,631	New	+$1.37M	0.06%	280
2021 Q3	–	Sell	-11,269	Closed	-$800K	–	718
2021 Q2	$800K	Buy	+11,269	New	+$831K	0.1%	243
2020 Q4	–	Sell	-6,460	Closed	-$364K	–	575
2020 Q3	$364K	Buy	+6,460	New	+$369K	0.08%	320

Other funds holding POST

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

ROIC

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

CCP

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

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

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

LCOV

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

TwinBeech Capital's POST Position: Q3 2025 in Review

TwinBeech Capital sold out of Post Holdings (POST) in Q3 2025, closing a stake of 52,873 shares — an estimated $5.76M sold.

TwinBeech Capital first reported a position in POST in Q3 2020 and held it in 6 quarters. The position peaked at $5.76M in Q2 2025. 415 funds tracked by Wall St. Rank hold POST as of Q3 2025.

TwinBeech Capital reported no remaining Post Holdings position as of Q3 2025 after selling out during the quarter.
TwinBeech Capital sold 52,873 Post Holdings shares in Q3 2025, an estimated $5.76M.
TwinBeech Capital first reported a position in Post Holdings in Q3 2020 and held it in 6 quarters.
TwinBeech Capital's Post Holdings position peaked at $5.76M in Q2 2025.
415 funds tracked by Wall St. Rank held Post Holdings as of Q3 2025.

Based on TwinBeech Capital's 13F filing for Q3 2025, filed 14 Nov 2025.