Route One Investment Company, L.P.
Position in POST — Post Holdings, Inc.
CIK 1512171
San Francisco, CA
Position in POST
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$291,693,152
-$18,974,003 QoQ
Shares Held
2,950,568
-5.9% QoQ
Ownership
6.51%
of shares outstanding
% of Portfolio
13.98%
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)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026Route One Investment Company, L.P. holds $412,799,008 across 2 Packaged Foods names. POST ranks #1 (70.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POST |
Post Holdings, Inc.
This page
|
2,950,568 | $291,693,152 | |
| 2 | HLF |
Herbalife Ltd.
|
8,227,300 | $121,105,856 |
All Filings in POST
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $291,693,152 | 2,950,568 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $291,693,152 | 2,950,568 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $310,667,155 | 3,136,468 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $368,970,026 | 3,432,918 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $372,219,479 | 3,413,918 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $372,219,479 | 3,413,918 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $471,076,362 | 4,048,439 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $477,817,733 | 4,174,539 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $506,132,964 | 4,372,639 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $538,954,046 | 5,174,290 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $549,923,541 | 5,174,290 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $455,647,977 | 5,174,290 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $443,643,624 | 5,174,290 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $448,352,228 | 5,174,290 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $456,267,563 | 5,076,973 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $458,247,582 | 5,076,973 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $573,416,934 | 7,000,573 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $576,497,186 | 7,000,573 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $484,859,685 | 7,000,573 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $516,475,673 | 7,000,573 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $504,700,709 | 7,000,573 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $496,958,076 | 7,000,573 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $484,359,145 | 7,000,573 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $462,779,878 | 7,000,573 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $394,011,149 | 7,000,573 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $401,433,157 | 7,000,573 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $371,658,260 | 6,844,573 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||