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Equibles

PYA Waltman Capital, LLC

Position in POST — Post Holdings, Inc.

CIK 1800135 KNOXVILLE, TN
Back to POST Full portfolio

Position in POST

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$29,976,891
-$2,568,809 QoQ
Shares Held
339,643
+3.2% QoQ
Ownership
0.773%
of shares outstanding
% of Portfolio
8.32%
of 13F equity value
Holder Rank
#26
of 415 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in POST Over Time

Shares Held

Position Value (USD)

Position in Packaged Foods

Consumer Defensive · as of Jun 30, 2026

PYA Waltman Capital, LLC holds $29,976,891 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 		339,643 $29,976,891

All Filings in POST

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $29,976,891 339,643
2026-03-31 $32,545,700 329,210
2025-12-31 $26,994,393 272,533
2025-09-30 $32,409,949 301,544
2025-06-30 $20,156,921 184,875
2025-03-31 $20,172,751 173,365
2024-12-31 $17,244,314 150,658
2024-09-30 $17,339,581 149,802
2024-06-30 $15,345,684 147,328
2024-03-31 $15,981,855 150,375
2023-12-31 $13,159,950 149,443
2023-09-30 $12,117,034 141,323
2023-06-30 $11,112,775 128,249
2023-03-31 $10,024,908 111,549
2022-12-31 $11,097,015 122,945
2022-09-30 $11,363,128 138,727
2022-06-30 $14,271,255 173,300
2022-03-31 $11,961,340 172,702
2021-12-31 $17,562,888 155,796
2021-09-30 $17,402,846 157,978
2021-06-30 $16,291,104 150,190
2021-03-31 $16,314,186 154,315
2020-12-31 $14,587,758 144,419
2020-09-30 $11,990,803 139,428
2020-06-30 $11,660,112 133,076
2020-03-31 $9,335,445 112,516