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Equibles

Route One Investment Company, L.P.

Position in POST — Post Holdings, Inc.

CIK 1512171 San Francisco, CA
Back to POST Full portfolio

Position in POST

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$260,417,131
-$31,276,021 QoQ
Shares Held
2,950,568
0.0% QoQ
Ownership
6.71%
of shares outstanding
% of Portfolio
10.78%
of 13F equity value
Holder Rank
#3
of 415 holders
Holding Since
Mar 2020
26 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

Route One Investment Company, L.P. holds $370,203,851 across 2 Packaged Foods names. POST ranks #1 (70.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 POST
Post Holdings, Inc.
This page 		2,950,568 $260,417,131
2 HLF
Herbalife Ltd.
 8,348,800 $109,786,720

All Filings in POST

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $260,417,131 2,950,568
2026-03-31 $291,693,152 2,950,568
2025-12-31 $310,667,155 3,136,468
2025-09-30 $368,970,026 3,432,918
2025-06-30 $372,219,479 3,413,918
2025-03-31 $471,076,362 4,048,439
2024-12-31 $477,817,733 4,174,539
2024-09-30 $506,132,964 4,372,639
2024-06-30 $538,954,046 5,174,290
2024-03-31 $549,923,541 5,174,290
2023-12-31 $455,647,977 5,174,290
2023-09-30 $443,643,624 5,174,290
2023-06-30 $448,352,228 5,174,290
2023-03-31 $456,267,563 5,076,973
2022-12-31 $458,247,582 5,076,973
2022-09-30 $573,416,934 7,000,573
2022-06-30 $576,497,186 7,000,573
2022-03-31 $484,859,685 7,000,573
2021-12-31 $789,174,829 7,000,573
2021-09-30 $771,182,684 7,000,573
2021-06-30 $759,351,940 7,000,573
2021-03-31 $740,100,773 7,000,573
2020-12-31 $707,127,654 7,000,573
2020-09-30 $602,049,037 7,000,573
2020-06-30 $613,389,864 7,000,573
2020-03-31 $567,893,822 6,844,573