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Route One Investment Company, L.P., together with affiliated entities and two named reporting persons, disclose beneficial holdings in Post Holdings, Inc. totaling 3,413,918 shares, representing 6.1% of the outstanding common stock based on 55,718,597 shares outstanding. The filing breaks ownership across related entities: the Master Fund holds 2,354,619 shares (4.2%) while Route One and its U.S.-organized affiliates are reported at the 6.1% level.
The statement shows these shares are held with shared voting and dispositive power rather than sole control for most entities; one affiliate reports sole voting power for the same 3,413,918-share amount while dispositive power is shared. The reporting persons state the securities were acquired and are held in the ordinary course of business and expressly disclaim that the holdings were acquired to change or influence control of the issuer.
Post Holdings’ Q3 FY25 (quarter ended 6/30/25) showed margin expansion and double-digit earnings growth despite muted top-line momentum. Net sales inched up 1.9% to $1.98 bn, driven by a 19% jump in Foodservice (egg & potato products) that offset a 9% decline in Post Consumer Brands cereal and pet food. Gross profit rose 3.3% to $596 m, expanding gross margin 40 bp to 30.0%. SG&A fell 4%, and amortization was stable, lifting operating profit 15.5% to $235 m.
Net earnings advanced 9% to $109 m; diluted EPS increased 17% to $1.79. For the nine-month period, revenue was flat at $5.91 bn while diluted EPS improved 6% to $4.60, reflecting higher margins and lower SG&A.
Balance sheet & cash flow: Cash rose to $1.06 bn (vs. $0.79 bn at 9/24). Long-term debt climbed to $7.35 bn after issuing $1.0 bn of 6.25% 2034 notes and drawing $400 m on the revolver; leverage covenant remains compliant (secured net leverage ≤4.25×). Operating cash flow was steady at $697 m; FCF absorbed $361 m of capex and $124 m for acquisitions. Share buybacks totaled $438 m YTD, shrinking basic shares 7% YoY.
Strategic moves: Closed $129 m purchase of Potato Products of Idaho (integrated into Refrigerated Retail & Foodservice). Subsequent to quarter-end (7/1/25) Post bought the remaining 39.5% of 8th Avenue plus preferred stock for $799 m and assumed $111 m of lease liabilities, bringing the business fully on-balance-sheet. Three cereal plant closures (Lancaster, Sparks, Cobourg) are progressing; cumulative restructuring charge $16 m with $5 m more expected.
Outlook implications: Margin gains, mix shift toward Foodservice, and accretive acquisitions support earnings, but higher leverage and flat nine-month sales warrant monitoring.
Post Holdings (POST) Form 4 filing: On 07/31/2025, director Dorothy M. Burwell was credited with 105.007 Post Holdings stock equivalents at an indicative price of $105.81 under the company’s Deferred Compensation Plan for Non-Management Directors. The notional value is about $11.1 k and lifts her deferred balance to 7,411.821 units.
The transaction is coded “A” (acquisition) and reported in Table II as a derivative security with no fixed exercise or expiration dates; units convert 1-for-1 into cash when the director separates from the board. Because the award is part of routine board compensation rather than an open-market purchase or sale, it has no immediate effect on share count or company cash flows and provides limited insight into insider sentiment.