Skip to main content
Equibles

LONDON CO OF VIRGINIA

Position in POST — Post Holdings, Inc.

CIK 1259887 RICHMOND, VA
Back to POST Full portfolio

Position in POST

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$123,484,654
-$22,495,778 QoQ
Shares Held
1,399,101
-5.3% QoQ
Ownership
3.18%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#7
of 415 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 95% Shared 0% None 5%

Common Shares in POST Over Time

Shares Held

Position Value (USD)

Position in Packaged Foods

Consumer Defensive · as of Jun 30, 2026

LONDON CO OF VIRGINIA holds $183,285,770 across 4 Packaged Foods names. POST ranks #1 (67.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 POST
Post Holdings, Inc.
This page 		1,399,101 $123,484,654
2 MZTI
Marzetti Co
 310,255 $35,418,710
3 LW
Lamb Weston Holdings, Inc.
 474,139 $20,473,322
4 MICC
Magnum Ice Cream Co N.V.
 224,531 $3,909,084

All Filings in POST

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $123,484,654 1,399,101
2026-03-31 $145,980,432 1,476,638
2025-12-31 $157,155,998 1,586,633
2025-09-30 $189,775,823 1,765,685
2025-06-30 $200,967,912 1,843,235
2025-03-31 $263,496,987 2,264,498
2024-12-31 $267,843,839 2,340,065
2024-09-30 $272,720,427 2,356,116
2024-06-30 $237,226,795 2,277,523
2024-03-31 $240,076,104 2,258,902
2023-12-31 $196,897,140 2,235,943
2023-09-30 $190,292,470 2,219,413
2023-06-30 $191,996,990 2,215,776
2023-03-31 $209,001,851 2,325,602
2022-12-31 $211,596,156 2,344,296
2022-09-30 $195,026,481 2,380,985
2022-06-30 $197,482,052 2,398,082
2022-03-31 $168,608,968 2,434,435
2021-12-31 $271,673,744 2,409,950
2021-09-30 $282,099,661 2,560,819
2021-06-30 $291,549,489 2,687,836
2021-03-31 $269,385,520 2,548,103
2020-12-31 $253,566,938 2,510,316
2020-09-30 $167,707,500 1,950,088
2020-06-30 $162,421,804 1,853,708
2020-03-31 $130,066,667 1,567,636