SEC 13F Intelligence

Arex Capital Management, LP / POST

Arex Capital Management, LP’s Post Hldgs Inc Position

Does Arex Capital Management, LP own Post Hldgs Inc (POST)? Not currently — the last reported position was 409.4K shares worth $37M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$37M
Q1 2023
Shares
409.4K
% of Portfolio
+26.84%
Quarters Held
9
position exited

Position History POST

Reported value by quarter
Q1 ’21: $18MQ1 ’21Q2 ’21: $67MQ3 ’21: $68MQ3 ’21Q4 ’21: $70MQ1 ’22: $43MQ1 ’22Q2 ’22: $52MQ3 ’22: $51MQ3 ’22Q4 ’22: $53MQ1 ’23: $37MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2023409.4K$37M+26.84%
Q4 2022591.1K$53M+32.09%
Q3 2022616.6K$51M+33.54%
Q2 2022629.1K$52M+31.73%
Q1 2022627.1K$43M+25.08%
Q4 2021616.6K$70M+31.22%
Q3 2021618.1K$68M+31.79%
Q2 2021618.1K$67M+31.81%
Q1 2021173.8K$18M+10.80%

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