PYA Waltman Capital, LLC

Position in POST — Post Holdings, Inc.

CIK 1800135 KNOXVILLE, TN

Position in POST

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$32,545,700

+$5,551,307 QoQ

Shares Held

329,210

+20.8% QoQ

Ownership

0.726%

of shares outstanding

% of Portfolio

10.63%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Defensive · as of Mar 31, 2026

PYA Waltman Capital, LLC holds $32,545,700 across 1 Packaged Foods name. POST ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	POST	Post Holdings, Inc. This page	329,210	$32,545,700

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$32,545,700	329,210	+20.8%	Shares	Sole	2026-05-13
2025-12-31	$26,994,393	272,533	-9.6%	Shares	Sole	2026-02-13
2025-09-30	$32,409,949	301,544	+63.1%	Shares	Sole	2025-11-14
2025-06-30	$20,156,921	184,875	+6.6%	Shares	Sole	2025-08-14
2025-03-31	$20,172,751	173,365	+15.1%	Shares	Sole	2025-05-01
2024-12-31	$17,244,314	150,658	+0.6%	Shares	Sole	2025-02-03
2024-09-30	$17,339,581	149,802	+1.7%	Shares	Sole	2024-11-15
2024-06-30	$15,345,684	147,328	-2.0%	Shares	Sole	2024-08-12
2024-03-31	$15,981,855	150,375	+0.6%	Shares	Sole	2024-05-13
2023-12-31	$13,159,950	149,443	+5.7%	Shares	Sole	2024-02-05
2023-09-30	$12,117,034	141,323	+10.2%	Shares	Sole	2023-11-13
2023-06-30	$11,112,775	128,249	+15.0%	Shares	Sole	2023-08-15
2023-03-31	$10,024,908	111,549	-9.3%	Shares	Sole	2023-05-09
2022-12-31	$11,097,015	122,945	-11.4%	Shares	Sole	2023-02-14
2022-09-30	$11,363,128	138,727	-19.9%	Shares	Sole	2022-11-04
2022-06-30	$14,271,255	173,300	+0.3%	Shares	Sole	2022-08-12
2022-03-31	$11,961,340	172,702	+10.9%	Shares	Sole	2022-05-09
2021-12-31	$11,494,036	155,796	-1.4%	Shares	Sole	2022-02-07
2021-09-30	$11,389,297	157,978	+5.2%	Shares	Sole	2021-11-12
2021-06-30	$10,661,717	150,190	-2.7%	Shares	Sole	2021-08-10
2021-03-31	$10,676,823	154,315	+6.9%	Shares	Sole	2021-05-10
2020-12-31	$9,546,962	144,419	+3.6%	Shares	Sole	2021-02-03
2020-09-30	$7,847,384	139,428	+4.8%	Shares	Sole	2020-11-04
2020-06-30	$7,630,963	133,076	+18.3%	Shares	Sole	2020-11-04
2020-03-31	$6,109,585	112,516	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.