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Equibles

Holocene Advisors, LP

Position in POST — Post Holdings, Inc.

CIK 1700574 New York, NY
Back to POST Full portfolio

Position in POST

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$110,066,662
-$64,583,566 QoQ
Shares Held
1,247,073
-29.4% QoQ
Ownership
2.84%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#10
of 415 holders
Holding Since
Mar 2021
16 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

Holocene Advisors, LP holds $151,122,442 across 12 Packaged Foods names. POST ranks #1 (72.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 POST
Post Holdings, Inc.
This page 		1,247,073 $110,066,662
2 KHC
Kraft Heinz Co
 419,344 $9,904,905
3 INGR
Ingredion Inc
 68,978 $6,532,906
4 CAG
Conagra Brands Inc.
 466,710 $6,281,916
5 MZTI
Marzetti Co
 45,174 $5,157,063
6 FLO
Flowers Foods Inc
 613,846 $4,849,383
7 LW
Lamb Weston Holdings, Inc.
 80,935 $3,494,773
8 PPC
Pilgrims Pride Corp
 59,902 $1,683,845

All Filings in POST

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $110,066,662 1,247,073
2026-03-31 $174,650,228 1,766,642
2025-12-31 $114,654,535 1,157,542
2025-09-30 $123,416,811 1,148,277
2025-06-30 $161,075,034 1,477,346
2025-03-31 $196,454,311 1,688,332
2024-12-31 $133,996,605 1,170,685
2024-09-30 $162,663,243 1,405,298
2024-06-30 $120,937,780 1,161,077
2024-03-31 $101,295,042 953,096
2023-12-31 $59,378,153 674,292
2023-09-30 $1,888,594 22,027
2021-12-31 $3,191,387 28,310
2021-09-30 $575,475 5,224
2021-06-30 $2,483,094 22,892
2021-03-31 $1,963,115 18,569