Position in POST
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$17,685,460
+$13,996,938 QoQ
Shares Held
178,894
+380.4% QoQ
Ownership
0.395%
of shares outstanding
% of Portfolio
0.02%
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 Dec 31, 2022CallValue
$10,506,264
CallShares
116,400
PutValue
$0
PutShares
0
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, 2026MILLENNIUM MANAGEMENT LLC holds $696,572,642 across 32 Packaged Foods names. POST ranks #11 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAR |
Darling Ingredients Inc.
|
2,884,212 | $178,388,512 | |
| 2 | GIS |
General Mills Inc
|
2,377,272 | $88,482,063 | |
| 3 | CAG |
Conagra Brands Inc.
|
4,559,501 | $71,675,355 | |
| 4 | HRL |
Hormel Foods Corp /De/
|
2,802,381 | $63,473,929 | |
| 5 | FLO |
Flowers Foods Inc
|
4,026,802 | $32,818,436 | |
| 6 | SFD |
Smithfield Foods Inc
|
1,097,246 | $30,689,970 | |
| 7 | KHC |
Kraft Heinz Co
|
1,319,677 | $29,679,535 | |
| 8 | JBS |
Jbs N.V.
|
1,636,064 | $29,383,709 |
All Filings in POST
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,685,460 | 178,894 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,688,522 | 37,239 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,527,451 | 97,948 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,711,738 | 89,074 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $491,388 | 4,223 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,547,458 | 30,993 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $44,953,017 | 388,363 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $77,581,596 | 744,831 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $150,996,991 | 1,420,747 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $132,011,098 | 1,499,104 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $165,436,444 | 1,929,513 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $86,369,773 | 996,766 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $63,575,116 | 707,412 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,506,264 | 116,400 | Call | Sole | 2023-02-14 | |
| 2022-12-31 | $89,378,611 | 990,235 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $84,285,963 | 1,029,007 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,117,500 | 50,000 | Put | Sole | 2022-08-15 | |
| 2022-06-30 | $57,145,876 | 693,939 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,590,393 | 37,401 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $566,822 | 7,683 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $219,310 | 3,042 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,496,665 | 49,257 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,059,275 | 15,310 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $13,374,565 | 202,320 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $23,087,388 | 410,204 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $10,938,903 | 190,763 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,616,067 | 29,762 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||