SEC 13F Intelligence

Clarkston Capital Partners, LLC / POST

Clarkston Capital Partners, LLC’s Post Hldgs Inc Position

Does Clarkston Capital Partners, LLC own Post Hldgs Inc (POST)? Yes — 1.19M shares worth $118M (+9.00% of its 13F portfolio) as of Q1 2026, down from 2.87M shares the prior filed quarter.

Position Value
$118M
Q1 2026
Shares
1.19M
% of Portfolio
+9.00%
Quarters Held
30
currently held

Position History POST

Reported value by quarter
Q4 ’18: $50MQ4 ’18Q1 ’19: $62MQ2 ’19: $57MQ3 ’19: $62MQ4 ’19: $65MQ4 ’19Q1 ’20: $83MQ2 ’20: $89MQ3 ’20: $92MQ4 ’20: $115MQ4 ’20Q1 ’21: $124MQ2 ’21: $127MQ3 ’21: $144MQ4 ’21: $150MQ4 ’21Q1 ’22: $186MQ2 ’22: $221MQ3 ’22: $220MQ4 ’22: $242MQ4 ’22Q1 ’23: $266MQ2 ’23: $261MQ3 ’23: $291MQ4 ’23: $314MQ4 ’23Q1 ’24: $378MQ2 ’24: $360MQ3 ’24: $387MQ4 ’24: $373MQ4 ’24Q1 ’25: $391MQ2 ’25: $332MQ3 ’25: $312MQ4 ’25: $284MQ4 ’25Q1 ’26: $118Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.19M$118M+9.00%
Q4 20252.87M$284M+6.58%
Q3 20252.90M$312M+6.72%
Q2 20253.04M$332M+7.05%
Q1 20253.36M$391M+7.72%
Q4 20243.26M$373M+7.15%
Q3 20243.34M$387M+7.12%
Q2 20243.46M$360M+6.87%
Q1 20243.56M$378M+6.67%
Q4 20233.56M$314M+5.82%
Q3 20233.40M$291M+5.72%
Q2 20233.01M$261M+4.69%
Q1 20232.96M$266M+4.95%
Q4 20222.68M$242M+4.56%
Q3 20222.69M$220M+4.32%
Q2 20222.68M$221M+4.06%
Q1 20222.69M$186M+3.10%
Q4 20211.33M$150M+2.58%
Q3 20211.31M$144M+2.60%
Q2 20211.17M$127M+2.27%
Q1 20211.17M$124M+2.26%
Q4 20201.14M$115M+2.42%
Q3 20201.07M$92M+2.45%
Q2 20201.01M$89M+2.52%
Q1 20201.01M$83M+2.70%
Q4 2019594.6K$65M+1.91%
Q3 2019584.7K$62M+1.92%
Q2 2019548.5K$57M+1.95%
Q1 2019564.4K$62M+2.05%
Q4 2018564.3K$50M+1.93%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Clarkston Capital Partners, LLC’s full portfolio or all institutional holders of POST.