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Equibles

Wallace Capital Management Inc.

Position in POST — Post Holdings, Inc.

CIK 1459754 DALLAS, TX
Back to POST Full portfolio

Position in POST

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$16,463,137
+$4,781,049 QoQ
Shares Held
186,530
+57.9% QoQ
Ownership
0.424%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#48
of 415 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in POST Over Time

Shares Held

Position Value (USD)

Position in Packaged Foods

Consumer Defensive · as of Jun 30, 2026

Wallace Capital Management Inc. holds $17,589,727 across 4 Packaged Foods names. POST ranks #1 (93.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 POST
Post Holdings, Inc.
This page 		186,530 $16,463,137
2 KHC
Kraft Heinz Co
 18,377 $434,064
3 GIS
General Mills Inc
 10,000 $348,000
4 MICC
Magnum Ice Cream Co N.V.
 19,789 $344,526

All Filings in POST

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24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $16,463,137 186,530
2026-03-31 $11,682,088 118,168
2025-12-31 $11,931,364 120,458
2025-09-30 $13,153,509 122,381
2025-06-30 $13,698,638 125,641
2025-03-31 $15,000,083 128,911
2024-12-31 $14,804,943 129,346
2024-09-30 $15,221,240 131,501
2024-06-30 $13,915,359 133,596
2024-03-31 $14,398,920 135,481
2023-12-31 $12,118,464 137,616
2023-09-30 $12,034,123 140,356
2023-06-30 $12,160,547 140,341
2023-03-31 $12,541,897 139,556
2022-12-31 $12,981,283 143,821
2022-09-30 $11,989,658 146,376
2022-06-30 $12,051,181 146,341
2022-03-31 $9,495,961 137,106
2021-12-31 $14,683,312 130,252
2021-09-30 $14,012,564 127,202
2021-06-30 $10,561,070 97,364
2021-03-31 $9,462,893 89,509
2020-12-31 $8,383,322 82,995
2020-09-30 $3,596,518 41,820