Van Den Berg Management I’s Post Holdings POST Stock Holding History

Van Den Berg Management I’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 Q3	–	Sell	-65,295	Closed	-$5.38M	–	85
2022 Q2	$5.38M	Buy	65,295 +767	+1%	+$59.5K	1.43%	27
2022 Q1	$4.47M	Sell	64,528 -50,177	-44%	-$3.51M	1%	32
2021 Q4	$8.46M	Buy	114,705 +1,508	+1%	+$103K	1.54%	27
2021 Q3	$8.16M	Buy	113,197 +973	+0.9%	+$69K	1.6%	24
2021 Q2	$7.97M	Sell	112,224 -4,680	-4%	-$345K	1.57%	25
2021 Q1	$8.09M	Sell	116,904 -2,379	-2%	-$156K	1.77%	22
2020 Q4	$7.88M	Sell	119,283 -2,372	-2%	-$147K	1.98%	20
2020 Q3	$6.85M	Sell	121,655 -2,625	-2%	-$150K	2.46%	17
2020 Q2	$7.13M	Sell	124,280 -104,136	-46%	-$6.06M	2.92%	17
2020 Q1	$12.4M	Buy	228,416 +101,212	+80%	+$6.58M	3.34%	12
2019 Q4	$9.08M	Sell	127,204 -6,739	-5%	-$461K	1.52%	25
2019 Q3	$9.28M	Sell	133,943 -3,945	-3%	-$269K	1.61%	21
2019 Q2	$9.38M	Sell	137,888 -2,311	-2%	-$162K	1.4%	23
2019 Q1	$10M	Sell	140,199 -123,526	-47%	-$8.09M	1.38%	26
2018 Q4	$15.4M	Sell	263,725 -2,621	-1%	-$158K	2.28%	16
2018 Q3	$17.1M	Sell	266,346 -4,660	-2%	-$286K	1.82%	19
2018 Q2	$15.3M	Sell	271,006 -1,475	-0.5%	-$77K	1.62%	21
2018 Q1	$13.5M	Buy	272,481 +203,458	+295%	+$10.3M	1.63%	22
2017 Q4	$3.58M	Buy	+69,023	New	+$3.67M	0.4%	48
2015 Q3	–	Sell	-391,710	Closed	-$13.8M	–	91
2015 Q2	$13.8M	Sell	391,710 -485,328	-55%	-$15M	1.57%	26
2015 Q1	$26.9M	Sell	877,038 -27,905	-3%	-$853K	2.8%	10
2014 Q4	$24.8M	Sell	904,943 -61,754	-6%	-$1.52M	2.23%	12
2014 Q3	$21M	Buy	+966,697	New	+$25.8M	1.63%	23

Other funds holding POST

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Van Den Berg Management I's POST Position: Q3 2022 in Review

Van Den Berg Management I sold out of Post Holdings (POST) in Q3 2022, closing a stake of 65,295 shares — an estimated $5.38M sold.

Van Den Berg Management I first reported a position in POST in Q3 2014 and held it in 23 quarters. The position peaked at $26.9M in Q1 2015. 324 funds tracked by Wall St. Rank hold POST as of Q3 2022.

Van Den Berg Management I reported no remaining Post Holdings position as of Q3 2022 after selling out during the quarter.
Van Den Berg Management I sold 65,295 Post Holdings shares in Q3 2022, an estimated $5.38M.
Van Den Berg Management I first reported a position in Post Holdings in Q3 2014 and held it in 23 quarters.
Van Den Berg Management I's Post Holdings position peaked at $26.9M in Q1 2015.
324 funds tracked by Wall St. Rank held Post Holdings as of Q3 2022.

Based on Van Den Berg Management I's 13F filing for Q3 2022, filed 14 Nov 2022.