Route One Investment Company, L.P.: POST HLDGS INC (POST): Quarterly 13F Position History
As of Q1 2026, Route One Investment Company, L.P. reported 2,950,568 shares of POST HLDGS INC (POST), worth $291.7M and representing 12.8% of its 13F equity book. Quarter-over-quarter share count change: 185,900 (-5.9%) . The position first appeared in Q2 2016 and has been disclosed across 40 13F-HR filings in Pactolio's tracked window.
- 2,950,568Shares Held (Latest Filing)
- $291.7MReported Market Value (Latest Filing)
- 12.8%Portfolio Weight (% of 13F Equity Book)
- 185,900Quarter-over-Quarter Share Change
- -$19.0MQuarter-over-Quarter Value Change
- 7,000,573Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 40 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,950,568 | 185,900 | -5.9% | $291.7M | 12.8% | $98.9 |
| Q4 2025 | 3,136,468 | 296,450 | -8.6% | $310.7M | 13.0% | $99.0 |
| Q3 2025 | 3,432,918 | +19,000 | +0.6% | $369.0M | 14.7% | $107.5 |
| Q2 2025 | 3,413,918 | 634,521 | -15.7% | $372.2M | 16.3% | $109.0 |
| Q1 2025 | 4,048,439 | 126,100 | -3.0% | $471.1M | 19.6% | $116.4 |
| Q4 2024 | 4,174,539 | 198,100 | -4.5% | $477.8M | 18.7% | $114.5 |
| Q3 2024 | 4,372,639 | 801,651 | -15.5% | $506.1M | 18.2% | $115.8 |
| Q2 2024 | 5,174,290 | 0 | — | $539.0M | 20.5% | $104.2 |
| Q1 2024 | 5,174,290 | 0 | — | $549.9M | 21.8% | $106.3 |
| Q4 2023 | 5,174,290 | 0 | — | $455.6M | 16.7% | $88.1 |
| Q3 2023 | 5,174,290 | 0 | — | $443.6M | 17.1% | $85.7 |
| Q2 2023 | 5,174,290 | +97,317 | +1.9% | $448.4M | 17.9% | $86.7 |
| Q1 2023 | 5,076,973 | 0 | — | $456.3M | 18.1% | $89.9 |
| Q4 2022 | 5,076,973 | 1,923,600 | -27.5% | $458.2M | 20.7% | $90.3 |
| Q3 2022 | 7,000,573 | 0 | — | $573.4M | 21.7% | $81.9 |
| Q2 2022 | 7,000,573 | 0 | — | $576.5M | 20.9% | $82.3 |
| Q1 2022 | 7,000,573 | 0 | — | $484.9M | 15.1% | $69.3 |
| Q4 2021 | 7,000,573 | 0 | — | $789.2M | 21.3% | $112.7 |
| Q3 2021 | 7,000,573 | 0 | — | $771.2M | 19.8% | $110.2 |
| Q2 2021 | 7,000,573 | 0 | — | $759.4M | 18.6% | $108.5 |
| Q1 2021 | 7,000,573 | 0 | — | $740.1M | 20.0% | $105.7 |
| Q4 2020 | 7,000,573 | 0 | — | $707.1M | 19.9% | $101.0 |
| Q3 2020 | 7,000,573 | 0 | — | $602.0M | 17.1% | $86.0 |
| Q2 2020 | 7,000,573 | +156,000 | +2.3% | $613.4M | 17.5% | $87.6 |
| Q1 2020 | 6,844,573 | +676,433 | +11.0% | $567.9M | 18.6% | $83.0 |
| Q4 2019 | 6,168,140 | +20,000 | +0.3% | $672.9M | 19.0% | $109.1 |
| Q3 2019 | 6,148,140 | +183,001 | +3.1% | $650.7M | 19.6% | $105.8 |
| Q2 2019 | 5,965,139 | +44,868 | +0.8% | $620.2M | 19.0% | $104.0 |
| Q1 2019 | 5,920,271 | +97,003 | +1.7% | $647.7M | 20.2% | $109.4 |
| Q4 2018 | 5,823,268 | +128,898 | +2.3% | $519.0M | 18.8% | $89.1 |
| Q3 2018 | 5,694,370 | 0 | — | $558.3M | 19.9% | $98.0 |
| Q2 2018 | 5,694,370 | +187,547 | +3.4% | $489.8M | 18.9% | $86.0 |
| Q1 2018 | 5,506,823 | +974,740 | +21.5% | $417.2M | 17.9% | $75.8 |
| Q4 2017 | 4,532,083 | +244,000 | +5.7% | $359.1M | 14.6% | $79.2 |
| Q3 2017 | 4,288,083 | +120,000 | +2.9% | $378.5M | 16.2% | $88.3 |
| Q2 2017 | 4,168,083 | +683,000 | +19.6% | $323.7M | 16.0% | $77.7 |
| Q1 2017 | 3,485,083 | 0 | — | $305.0M | 14.8% | $87.5 |
| Q4 2016 | 3,485,083 | +570,000 | +19.6% | $280.2M | 14.8% | $80.4 |
| Q3 2016 | 2,915,083 | +76,500 | +2.7% | $225.0M | 12.0% | $77.2 |
| Q2 2016 | 2,838,583 | — | — | $234.7M | 12.7% | $82.7 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Route One Investment Company, L.P. first disclose a POST position in 13F-HR filings?
Route One Investment Company, L.P. first reported POST HLDGS INC (POST) on its 13F-HR filing for the period ending 2016-06-30 (Q2 2016). The position has appeared on 40 reported quarters within Pactolio's tracked window.
What was Route One Investment Company, L.P.'s most recent quarter-over-quarter share-count change in POST?
Between Q4 2025 and Q1 2026, Route One Investment Company, L.P. reduced its POST position by 185,900 shares (-5.9%), leaving 2,950,568 shares at a market value of $291.7M.
Does the implied price-per-share represent Route One Investment Company, L.P.'s cost basis in POST?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.