Vanguard's passive stake remains stable near the 5% threshold. No change in control intent. Monitor for any future 13D conversion or significant position changes in subsequent filings.
Price Chart
Executive Summary
Vanguard Portfolio Management LLC filed a Schedule 13G disclosing a 5.09% passive stake in Post Holdings, Inc., representing 2,241,292 shares. This is an amendment to prior filings, indicating a continued passive position with no activist intent.
Key Financial Metrics
Key Facts
- Vanguard Portfolio Management LLC disclosed beneficial ownership of 2,241,292 shares of Post Holdings common stock.
- Stake represents 5.09% of shares outstanding as of September 30, 2026.
- Filing is an amendment to prior Schedule 13G filings (last filed May 14, 2026).
- Filer certifies passive intent under Rule 13d-1(b) with no purpose of changing or influencing control.
- Vanguard is the largest institutional holder per Q2 2026 13F data with $347M position.
Financial Impact
Stake valued at approximately $178M based on $3.5B market cap and 5.09% ownership.
Risk Factors
- No material risks identified from this passive filing.
- Filing is routine and does not indicate any change in company outlook.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002100121-26-001079 |
| Document: 0002100121-26-001079-index.html | 0002100121-26-001079 |
| Document: 0002100121-26-001079.txt | 0002100121-26-001079 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G | $83.19 | awaiting T+20 | awaiting T+20 | $83.22 (+0.04%) |
Oct 16, 2026 16d ago | 8-K | $77.42 | awaiting T+20 | awaiting T+20 | $83.22 (+7.49%) |
Oct 14, 2026 18d ago | Institutional Cluster | $77.39 | awaiting T+20 | awaiting T+20 | $83.22 (+7.53%) |
Aug 6, 2026 12w ago | Press Release | $78.69 $84.64 | ▼ −7.56% | ▼ −7.96% | $83.22 (−5.76%) |
Jul 16, 2026 15w ago | Press Release | $86.86 $80.95 | ▼ −6.80% | ▼ −11.25% | $83.22 (−4.19%) |
Jun 11, 2026 20w ago | Institutional Cluster | $93.17 $84.70 | ▼ −9.09% | ▼ −10.98% | $83.22 (−10.68%) |
May 13, 2026 24w ago | 144 | $102.78 $93.14 | ▼ −9.38% | ▼ −8.52% | $83.22 (−19.03%) |
Mar 4, 2026 34w ago | 8-K | $105.58 $100.32 | ▼ −4.98% | ▼ −1.19% | $83.22 (−21.18%) |
US Market Status
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