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Which funds own POST

Post HLDGS Inc in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $130m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went the other way: 4 managers trimmed or sold out against 0 buying.

Managers holding: 2; at least, of 91 current
Combined value: $130m; as reported
Opened: 0; new this quarter
Added to: 0; already held
Trimmed or sold out: 4; 2 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Holocene Advisors LP Long/short equity · $44.4bn book	$110m	0.2%	1,247,073	-$65m-519,569	Trimmed
GAMCO Investors Inc Activist · $11.1bn book	$20m	0.2%	226,166	-$2.8m-3,800	Trimmed

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Point72 Asset Management LP · Multi-strategy$42m held before
Oaktree Capital Management LP · Activist$2.1m held before

Ownership through time

At least 5 of the 95 managers whose filings are on file listed POST in Q2 2026, against 2 in Q2 2013. 3 managers fewer than in Q1 2026: 1 sold out, by its own filing; 2 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

No manager on file started a position.

Largest increases, by shares

Bridgewater Associates LP58,852 to 72,779 shares+$1.2m

Largest decreases, by shares

Holocene Advisors LP1,766,642 to 1,247,073 shares-$46m
ExodusPoint Capital Management LP205,943 to 150,037 shares-$4.9m
Winton Group Ltd51,307 to 28,093 shares-$2.0m
GAMCO Investors Inc229,966 to 226,166 shares-$335k

Left it

Point72 Asset Management LPwas $42m

Manager	First listed	Largest	Q2 2026
Holocene Advisors LP	Q4 2017	$196m	$110m
GAMCO Investors Inc	Q2 2013	$73m	$20m
ExodusPoint Capital Management LP	Q1 2020	$27m	$13m
Bridgewater Associates LP	Q3 2022	$10m	$6.4m
Winton Group Ltd	Q3 2024	$6.1m	$2.5m
Wellington Management Group LLP	Q3 2014	$728m	last listed Q2 2024
T. Rowe Price Associates Inc	Q3 2015	$525m	last listed Q2 2022
Fidelity (FMR LLC)	Q3 2015	$510m	last listed Q1 2019
Harris Associates LP	Q3 2018	$222m	last listed Q2 2023
Renaissance Technologies LLC	Q3 2015	$183m	last listed Q4 2022
Citadel Advisors LLC	Q4 2015	$168m	last listed Q1 2025
Millennium Management LLC	Q4 2015	$165m	last listed Q1 2024
Sachem Head Capital Management LP	Q3 2021	$164m	last listed Q1 2022
Two Sigma Investments LP	Q4 2023	$138m	last listed Q1 2026
Point72 Asset Management LP	Q2 2016	$129m	last listed Q1 2026

What POST is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around POST →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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