Post Holdings, Inc. amendment to a Schedule 13G/A reports collective beneficial ownership of 1,193,067 shares of Common Stock, representing 2.63% of the class. The filing attributes these holdings to Clarkston Capital Partners, Clarkston Companies and two individuals and cites 45,322,586 shares outstanding as of May 4, 2026.
The filing states voting and dispositive breakdowns: sole voting power 664,000, shared voting power 358,367, sole dispositive power 664,000, and shared dispositive power 529,067. The report is filed jointly via a Joint Filing Agreement.
Positive
None.
Negative
None.
Insights
Joint filing documents a 2.63% passive stake held through Clarkston entities and related individuals.
The amendment clarifies that Clarkston Capital Partners, LLC holds securities for discretionary clients and that control flows through Clarkston Companies, Inc. and the two individual reporting persons. The filing cites an outstanding share base of May 4, 2026 for the percentage calculation.
Ownership is split between sole and shared voting/dispositive powers; cash‑flow treatment is that clients hold the economic interest under CCP management. Subsequent filings would be needed to show any changes in position.
Key Figures
Beneficial ownership:1,193,067 sharesPercent of class:2.63%Shares outstanding:45,322,586 shares+3 more
6 metrics
Beneficial ownership1,193,067 sharesaggregate reported holdings by Clarkston entities and individuals
Percent of class2.63%based on 45,322,586 shares outstanding as of May 4, 2026
Shares outstanding45,322,586 sharesas of May 4, 2026 (used to compute percentage)
Sole voting power664,000 sharesreported sole power to vote
Shared voting power358,367 sharesreported shared power to vote
Shared dispositive power529,067 sharesreported shared power to dispose
Key Terms
beneficially owned, sole dispositive power, Joint Filing Agreement, discretionary clients
4 terms
beneficially ownedregulatory
"Amount beneficially owned: CCP is an investment adviser. Collectively, the securities reported"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive powerregulatory
"Sole power to dispose or to direct the disposition of: 664,000"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Joint Filing Agreementregulatory
"filed jointly pursuant to that certain Joint Filing Agreement filed herewith as Exhibit 99.1"
discretionary clientsfinancial
"securities reported in this /A are held in the accounts of CCP's discretionary clients"
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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 1)
Post Holdings, Inc.
(Name of Issuer)
Common Stock
(Title of Class of Securities)
737446104
(CUSIP Number)
03/31/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
737446104
1
Names of Reporting Persons
Clarkston Capital Partners, LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
MICHIGAN
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
664,000.00
6
Shared Voting Power
358,367.00
7
Sole Dispositive Power
664,000.00
8
Shared Dispositive Power
529,067.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,193,067.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
2.63 %
12
Type of Reporting Person (See Instructions)
IA
SCHEDULE 13G
CUSIP Number(s):
737446104
1
Names of Reporting Persons
Clarkston Companies, Inc.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
MICHIGAN
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
664,000.00
6
Shared Voting Power
358,367.00
7
Sole Dispositive Power
664,000.00
8
Shared Dispositive Power
529,067.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,193,067.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
2.63 %
12
Type of Reporting Person (See Instructions)
HC, CO
SCHEDULE 13G
CUSIP Number(s):
737446104
1
Names of Reporting Persons
Jeffrey A. Hakala
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
664,000.00
6
Shared Voting Power
358,367.00
7
Sole Dispositive Power
664,000.00
8
Shared Dispositive Power
529,067.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,193,067.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
2.63 %
12
Type of Reporting Person (See Instructions)
HC, IN
SCHEDULE 13G
CUSIP Number(s):
737446104
1
Names of Reporting Persons
Gerald W. Hakala
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
664,000.00
6
Shared Voting Power
358,367.00
7
Sole Dispositive Power
664,000.00
8
Shared Dispositive Power
529,067.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,193,067.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
2.63 %
12
Type of Reporting Person (See Instructions)
HC, IN
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Post Holdings, Inc.
(b)
Address of issuer's principal executive offices:
2503 S. Hanley Road, St. Louis, MO 63144
Item 2.
(a)
Name of person filing:
This Schedule 13G/A is filed jointly pursuant to that certain Joint Filing Agreement filed herewith as Exhibit 99.1 by: Clarkston Capital Partners, LLC ("CCP"), Clarkston Companies, Inc. ("CC"), Jeffrey A. Hakala, Gerald W. Hakala
(b)
Address or principal business office or, if none, residence:
303 E. Third St., Suite 110, Rochester, MI 48307
(c)
Citizenship:
CCP is a Michigan limited liability company. CC is a Michigan corporation. Jeffrey A. Hakala and Gerald W. Hakala (the "Individual Reporting Persons") are citizens of the United States of America.
(d)
Title of class of securities:
Common Stock
(e)
CUSIP No.:
737446104
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
CCP is an investment adviser. Collectively, the securities reported in this Schedule 13G/A are held in the accounts of CCP's discretionary clients or in an account over which a control person of CCP has beneficial ownership. The majority member of CCP is CC. The sole owners of CC are Jeffrey A. Hakala and Gerald W. Hakala. Modell Capital LLC, a Michigan limited liability company, previously held a membership interest in CCP but ceased to be a member as of February 5, 2026.
The information required by Item (4) is set forth in Row 9 of cover page for each of the Reporting Persons and is incorporated herein by reference.
Based upon 45,322,586 shares of common stock, par value $0.01, of Post Holdings, Inc. (the "Issuer") outstanding as of May 4, 2026, as reported in the Issuer's quarterly report on Form 10-Q filed with the Securities and Exchange Commission on May 7, 2026.
(b)
Percent of class:
2.63%
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
664,000
(ii) Shared power to vote or to direct the vote:
358,367
(iii) Sole power to dispose or to direct the disposition of:
664,000
(iv) Shared power to dispose or to direct the disposition of:
529,067
Item 5.
Ownership of 5 Percent or Less of a Class.
Ownership of 5 percent or less of a class
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
The shares reported in this statement have been purchased by CCP on behalf of CCP's discretionary clients or by a control person of CCP in an account over which such control person has beneficial ownership. CCP's clients have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of such securities held in their accounts, subject to CCP's general authority to invest and reinvest the assets in each account under its management.
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
With respect to CC and the Individual Reporting Persons, see Item 4.
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
The filing reports a collective beneficial ownership of 1,193,067 shares, equal to 2.63% of common stock based on 45,322,586 shares outstanding as of May 4, 2026. The position is reported jointly by Clarkston entities and two individuals.
Who is identified as the reporting holder in the Schedule 13G/A?
The Schedule 13G/A lists Clarkston Capital Partners, LLC, Clarkston Companies, Inc., and Jeffrey A. Hakala and Gerald W. Hakala as joint reporting persons under a Joint Filing Agreement filed as Exhibit 99.1.
How are voting and dispositive powers allocated for the reported shares?
The filing shows sole voting power 664,000, shared voting power 358,367, sole dispositive power 664,000, and shared dispositive power 529,067 for the reported aggregate of 1,193,067 shares.
What basis did the filers use to calculate the 2.63% ownership?
The percentage is calculated using the Issuer's reported common stock outstanding of 45,322,586 shares as of May 4, 2026, as cited in the filing's Item 4 cross-reference to the Issuer's Form 10-Q.
Are the reported shares held on behalf of clients or the filers themselves?
The filing states that the securities are held in accounts of CCP's discretionary clients or in an account over which a control person of CCP has beneficial ownership; clients retain the right to dividends and sale proceeds subject to CCP's investment authority.
