SEC 13F Intelligence

London Co Of Virginia / POST

London Co Of Virginia’s Post Hldgs Inc Position

Does London Co Of Virginia own Post Hldgs Inc (POST)? Yes — 1.48M shares worth $146M (+0.90% of its 13F portfolio) as of Q1 2026, down from 1.59M shares the prior filed quarter.

Position Value
$146M
Q1 2026
Shares
1.48M
% of Portfolio
+0.90%
Quarters Held
30
currently held

Position History POST

Reported value by quarter
Q4 ’18: $77MQ4 ’18Q1 ’19: $93MQ2 ’19: $92MQ3 ’19: $99MQ4 ’19: $109MQ4 ’19Q1 ’20: $130MQ2 ’20: $162MQ3 ’20: $168MQ4 ’20: $254MQ4 ’20Q1 ’21: $269MQ2 ’21: $292MQ3 ’21: $282MQ4 ’21: $272MQ4 ’21Q1 ’22: $169MQ2 ’22: $197MQ3 ’22: $195MQ4 ’22: $212MQ4 ’22Q1 ’23: $209MQ2 ’23: $192MQ3 ’23: $190MQ4 ’23: $197MQ4 ’23Q1 ’24: $240MQ2 ’24: $237MQ3 ’24: $273MQ4 ’24: $268MQ4 ’24Q1 ’25: $263MQ2 ’25: $201MQ3 ’25: $190MQ4 ’25: $157MQ4 ’25Q1 ’26: $146Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.48M$146M+0.90%
Q4 20251.59M$157M+0.91%
Q3 20251.77M$190M+1.05%
Q2 20251.84M$201M+1.14%
Q1 20252.26M$263M+1.50%
Q4 20242.34M$268M+1.46%
Q3 20242.36M$273M+1.44%
Q2 20242.28M$237M+1.33%
Q1 20242.26M$240M+1.26%
Q4 20232.24M$197M+1.11%
Q3 20232.22M$190M+1.14%
Q2 20232.22M$192M+1.09%
Q1 20232.33M$209M+1.21%
Q4 20222.34M$212M+1.25%
Q3 20222.38M$195M+1.24%
Q2 20222.40M$197M+1.21%
Q1 20222.43M$169M+0.89%
Q4 20212.41M$272M+1.37%
Q3 20212.56M$282M+1.55%
Q2 20212.69M$292M+1.55%
Q1 20212.55M$269M+1.55%
Q4 20202.51M$254M+1.59%
Q3 20201.95M$168M+1.19%
Q2 20201.85M$162M+1.26%
Q1 20201.57M$130M+1.24%
Q4 2019997.4K$109M+0.84%
Q3 2019932.1K$99M+0.81%
Q2 2019885.9K$92M+0.79%
Q1 2019853.9K$93M+0.80%
Q4 2018864.4K$77M+0.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See London Co Of Virginia’s full portfolio or all institutional holders of POST.