IRIDIAN ASSET MANAGEMENT LLC/CT

Position in POST — Post Holdings, Inc.

CIK 1033427 WESTPORT, CT

Back to POST Full portfolio

Position in POST

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$17,989,455

+$1,237,624 QoQ

Shares Held

181,969

+7.6% QoQ

Ownership

0.401%

of shares outstanding

% of Portfolio

7.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in POST Over Time

Shares Held

Position Value (USD)

Derivatives in POST

reported options exposure · as of Mar 31, 2022

CallValue

$2,770,400

CallShares

40,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Packaged Foods

Consumer Defensive · as of Mar 31, 2026

IRIDIAN ASSET MANAGEMENT LLC/CT holds $45,446,856 across 3 Packaged Foods names. POST ranks #2 (39.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HLF	Herbalife Ltd.	1,621,618	$23,870,216
2	POST	Post Holdings, Inc. This page	181,969	$17,989,455
3	BRBR	Bellring Brands, Inc.	222,945	$3,587,185

All Filings in POST

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34 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,989,455	181,969	+7.6%	Shares	Sole	2026-04-24
2025-12-31	$16,751,831	169,125	+42.0%	Shares	Sole	2026-01-23
2025-09-30	$12,798,825	119,081	-14.9%	Shares	Sole	2025-10-24
2025-06-30	$15,259,293	139,955	-19.4%	Shares	Sole	2025-08-14
2025-03-31	$20,208,706	173,674	-15.7%	Shares	Sole	2025-04-30
2024-12-31	$23,580,247	206,013	+20.3%	Shares	Sole	2025-01-28
2024-09-30	$19,815,011	171,188	-19.5%	Shares	Sole	2024-10-25
2024-06-30	$22,160,769	212,757	-0.9%	Shares	Sole	2024-07-26
2024-03-31	$22,823,523	214,749	-12.9%	Shares	Sole	2024-05-01
2023-12-31	$21,719,910	246,649	-14.4%	Shares	Sole	2024-01-26
2023-09-30	$24,704,180	288,129	-39.9%	Shares	Sole	2023-10-30
2023-06-30	$41,559,073	479,620	-5.9%	Shares	Sole	2023-08-09
2023-03-31	$45,805,301	509,684	-11.0%	Shares	Sole	2023-04-28
2022-12-31	$51,714,105	572,946	-13.9%	Shares	Sole	2023-01-31
2022-09-30	$54,479,160	665,110	-16.1%	Shares	Sole	2022-11-07
2022-06-30	$65,297,456	792,926	+1882.3%	Shares	Sole	2022-07-29
2022-03-31	$2,770,400	40,000	-94.0%	Call	Sole	2022-05-02
2022-03-31	$46,059,077	665,017	+1562.5%	Shares	Sole	2022-05-02
2021-12-31	$2,951,048	40,000	-93.0%	Call	Sole	2022-02-10
2021-12-31	$41,944,056	568,531	+610.7%	Shares	Sole	2022-02-10
2021-09-30	$5,767,536	80,000	-93.6%	Call	Sole	2021-11-10
2021-09-30	$90,099,582	1,249,748	-37.7%	Shares	Sole	2021-11-10
2021-06-30	$142,426,323	2,006,338	+4915.8%	Shares	Sole	2021-08-11
2021-06-30	$2,839,528	40,000	0.0%	Call	Sole	2021-08-11
2021-03-31	$2,767,540	40,000	-98.1%	Call	Sole	2021-05-11
2021-03-31	$147,098,833	2,126,059	-1.4%	Shares	Sole	2021-05-11
2020-12-31	$142,493,995	2,155,538	+10677.7%	Shares	Sole	2021-02-08
2020-12-31	$1,322,120	20,000	+194.1%	Call	Sole	2021-02-08
2020-09-30	$382,722	6,800	-99.7%	Call	Sole	2020-11-02
2020-09-30	$124,321,111	2,208,869	+39344.1%	Shares	Sole	2020-11-02
2020-06-30	$321,120	5,600	-99.8%	Call	Sole	2020-08-10
2020-06-30	$129,597,419	2,260,043	+40257.9%	Shares	Sole	2020-08-10
2020-03-31	$304,078	5,600	-99.8%	Call	Sole	2020-05-11
2020-03-31	$127,475,713	2,347,632	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.