Balyasny Asset Management L.P.

Position in POST — Post Holdings, Inc.

CIK 1218710 Chicago, IL

Position in POST

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$21,401,549

+$17,930,996 QoQ

Shares Held

242,483

+713.0% QoQ

Ownership

0.552%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#39

of 404 holders

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Balyasny Asset Management L.P. holds $415,012,255 across 21 Packaged Foods names. POST ranks #6 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SJM	J M SMUCKER Co	1,137,274	$127,943,325
2	FRPT	Freshpet, Inc.	1,424,830	$84,235,949
3	DAR	Darling Ingredients Inc.	1,407,696	$76,888,355
4	HRL	Hormel Foods Corp /De/	1,193,319	$29,618,177
5	BRBR	Bellring Brands, Inc.	2,140,109	$27,693,010
6	POST	Post Holdings, Inc. This page	242,483	$21,401,549
7	SMPL	Simply Good Foods Co	1,056,124	$14,025,326
8	UTZ	Utz Brands, Inc.	1,018,160	$7,839,832

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,401,549	242,483	+713.0%	Shares	Sole	2026-08-14
2025-03-31	$3,470,553	29,826	-3.3%	Shares	Sole	2025-05-15
2024-09-30	$3,568,341	30,828	-62.1%	Shares	Sole	2024-11-14
2023-12-31	$7,161,479	81,325	-8.1%	Shares	Sole	2024-02-14
2023-09-30	$7,587,817	88,498	+1109.2%	Shares	Other	2023-11-14
2023-06-30	$634,191	7,319	-81.7%	Shares	Other	2023-08-14
2023-03-31	$3,598,664	40,043	+1970.5%	Shares	Other	2023-05-15
2022-12-31	$174,562	1,934	-98.4%	Shares	Other	2023-02-14
2022-06-30	$9,770,333	118,644	-9.5%	Shares	Sole	2022-08-15
2022-03-31	$9,079,293	131,090	+132.8%	Shares	Sole	2022-05-16
2021-12-31	$6,347,828	56,310	-29.3%	Shares	Sole	2022-02-14
2020-12-31	$8,040,595	79,602	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.