SEC 13F Intelligence

Iridian Asset Management LLC/Ct / POST

Iridian Asset Management LLC/Ct’s Post Hldgs Inc Position

Does Iridian Asset Management LLC/Ct own Post Hldgs Inc (POST)? Yes — 182.0K shares worth $18M (+7.29% of its 13F portfolio) as of Q1 2026, up from 169.1K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
182.0K
% of Portfolio
+7.29%
Quarters Held
30
currently held

Position History POST

Reported value by quarter
Q4 ’18: $184MQ4 ’18Q1 ’19: $200MQ2 ’19: $193MQ3 ’19: $198MQ4 ’19: $221MQ4 ’19Q1 ’20: $195MQ2 ’20: $198MQ3 ’20: $190MQ4 ’20: $218MQ4 ’20Q1 ’21: $225MQ2 ’21: $218MQ3 ’21: $138MQ4 ’21: $64MQ4 ’21Q1 ’22: $46MQ2 ’22: $65MQ3 ’22: $54MQ4 ’22: $51,714Q4 ’22Q1 ’23: $46MQ2 ’23: $42MQ3 ’23: $25MQ4 ’23: $22MQ4 ’23Q1 ’24: $23MQ2 ’24: $22MQ3 ’24: $20MQ4 ’24: $24MQ4 ’24Q1 ’25: $20MQ2 ’25: $15MQ3 ’25: $13MQ4 ’25: $17MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026182.0K$18M+7.29%
Q4 2025169.1K$17M+6.17%
Q3 2025119.1K$13M+5.04%
Q2 2025140.0K$15M+5.29%
Q1 2025173.7K$20M+6.34%
Q4 2024206.0K$24M+6.27%
Q3 2024171.2K$20M+4.24%
Q2 2024212.8K$22M+5.00%
Q1 2024214.7K$23M+4.48%
Q4 2023246.6K$22M+3.94%
Q3 2023288.1K$25M+5.00%
Q2 2023479.6K$42M+3.87%
Q1 2023509.7K$46M+3.76%
Q4 2022572.9K$51,714+4.98%
Q3 2022665.1K$54M+5.41%
Q2 2022792.9K$65M+5.34%
Q1 2022665.0K$46M+3.20%
Q4 2021568.5K$64M+3.93%
Q3 20211.25M$138M+4.20%
Q2 20212.01M$218M+3.80%
Q1 20212.13M$225M+3.84%
Q4 20202.16M$218M+3.96%
Q3 20202.21M$190M+4.15%
Q2 20202.26M$198M+4.37%
Q1 20202.35M$195M+4.71%
Q4 20192.03M$221M+3.62%
Q3 20191.87M$198M+3.10%
Q2 20191.85M$193M+2.78%
Q1 20191.83M$200M+2.55%
Q4 20182.06M$184M+2.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Iridian Asset Management LLC/Ct’s full portfolio or all institutional holders of POST.