LONDON CO OF VIRGINIA

Position in POST — Post Holdings, Inc.

CIK 1259887 RICHMOND, VA

Back to POST Full portfolio

Position in POST

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$145,980,432

-$11,175,566 QoQ

Shares Held

1,476,638

-6.9% QoQ

Ownership

3.26%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Common Shares in POST Over Time

Shares Held

Position Value (USD)

Position in Packaged Foods

Consumer Defensive · as of Mar 31, 2026

LONDON CO OF VIRGINIA holds $282,362,244 across 4 Packaged Foods names. POST ranks #1 (51.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	POST	Post Holdings, Inc. This page	1,476,638	$145,980,432
2	LW	Lamb Weston Holdings, Inc.	1,969,879	$83,247,086
3	MZTI	Marzetti Co	360,415	$49,856,206
4	MICC	Magnum Ice Cream Co N.V.	219,299	$3,278,520

All Filings in POST

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$145,980,432	1,476,638	-6.9%	Shares	Sole	2026-05-15
2025-12-31	$157,155,998	1,586,633	-10.1%	Shares	Sole	2026-02-17
2025-09-30	$189,775,823	1,765,685	-4.2%	Shares	Sole	2025-11-14
2025-06-30	$200,967,912	1,843,235	-18.6%	Shares	Sole	2025-08-14
2025-03-31	$263,496,987	2,264,498	-3.2%	Shares	Sole	2025-05-15
2024-12-31	$267,843,839	2,340,065	-0.7%	Shares	Sole	2025-02-14
2024-09-30	$272,720,427	2,356,116	+3.5%	Shares	Sole	2024-11-14
2024-06-30	$237,226,795	2,277,523	+0.8%	Shares	Sole	2024-08-14
2024-03-31	$240,076,104	2,258,902	+1.0%	Shares	Sole	2024-05-15
2023-12-31	$196,897,140	2,235,943	+0.7%	Shares	Sole	2024-02-14
2023-09-30	$190,292,470	2,219,413	+0.2%	Shares	Sole	2023-11-14
2023-06-30	$191,996,990	2,215,776	-4.7%	Shares	Sole	2023-08-14
2023-03-31	$209,001,851	2,325,602	-0.8%	Shares	Sole	2023-05-15
2022-12-31	$211,596,156	2,344,296	-1.5%	Shares	Sole	2023-02-14
2022-09-30	$195,026,481	2,380,985	-0.7%	Shares	Sole	2022-11-14
2022-06-30	$197,482,052	2,398,082	-1.5%	Shares	Sole	2022-08-15
2022-03-31	$168,608,968	2,434,435	+1.0%	Shares	Sole	2022-05-16
2021-12-31	$177,796,953	2,409,950	-5.9%	Shares	Sole	2022-02-14
2021-09-30	$184,620,197	2,560,819	-4.7%	Shares	Sole	2021-11-15
2021-06-30	$190,804,639	2,687,836	+5.5%	Shares	Sole	2021-08-16
2021-03-31	$176,299,424	2,548,103	+1.5%	Shares	Sole	2021-05-14
2020-12-31	$165,946,949	2,510,316	+28.7%	Shares	Sole	2021-02-16
2020-09-30	$109,756,217	1,950,088	+5.2%	Shares	Sole	2020-11-13
2020-06-30	$106,296,992	1,853,708	+18.2%	Shares	Sole	2020-08-14
2020-03-31	$85,122,164	1,567,636	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.