Which hedge funds own POST? POST HLDGS INC, Q2 2026 13F holders
48 tracked hedge funds disclosed a position in POST (POST HLDGS INC) in their Q2 2026 13F filings, worth $1.0bn in total. The largest holder by portfolio weight is H Squared Management LP at 12.2% of its book. 15 opened a new position this quarter: Soapstone Management L.P., Davidson Kempner Capital Management LP, Campbell & CO Investment Adviser LLC, Ilex Capital Partners (UK) LLP. 12 exited: Qsemble Capital Management, LP, Occudo Quantitative Strategies LP, FORA Capital, LLC.
- 48
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 15
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 12
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $68.2m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $10.1m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.0bn
- Combined value Sum of the holders' reported positions in the security.
- 3.9%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Qsemble Capital Management, LP | 0.1% | $1.5m |
| Occudo Quantitative Strategies LP | 0.09% | $1.6m |
| FORA Capital, LLC | 0.08% | $1.1m |
| Quantbot Technologies LP | 0.04% | $1.0m |
| Oaktree Capital Management LP | 0.04% | $2.1m |
| Catalyst Funds Management Pty Ltd | 0.04% | $207k |
| Mangrove Partners IM, LLC | 0.02% | $273k |
| Kohlberg Kravis Roberts & Co. L.P. | 0.02% | $1.1m |
| Aristeia Capital, L.L.C. | 0.01% | $426k |
| Aquatic Capital Management LLC | 0.01% | $199k |
| Freestone Grove Partners LP | 0.0% | $346k |
| First Manhattan | 0.0% | $208k |
Ownership over time
Who discovered POST first? Beta
| Route One Investment Company, L.P. high conviction | Q2 2014 | +20.7 pts |
| Bridger Management, LLC high conviction | Q1 2015 | +5.8 pts |
| Iridian Asset Management LLC high conviction | Q1 2020 | +1.9 pts |
| 12 West Capital Management LP high conviction | Q3 2017 | +0.5 pts |
| Moore Capital Management, LP | Q4 2015 | +0.2 pts |
| Duquesne Family Office LLC | Q1 2016 | +0.2 pts |
| Tudor Investment Corp ET AL | Q2 2016 | 0.0 pts |
| Bares Capital Management high conviction | Q3 2013 | −2.1 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.