SCHEDULE: Stiritz Amends Post Holdings Stake to 9.3%

William P. Stiritz has filed an Amendment No. 3 to Schedule 13D, disclosing a beneficial ownership of 9.3% in Post Holdings, Inc., including a recent purchase of 36,000 shares.

Summary

• William P. Stiritz, the Reporting Person, beneficially owns 4,882,968 shares of Post Holdings, Inc. Common Stock.
• This represents approximately 9.3% of the Issuer's outstanding shares, based on 52,604,677 shares as of October 15, 2025.
• Ownership is held directly (4,329,467 shares), through The Wildwood Trust (169,369 shares), and through his spouse, Susan Stiritz (384,132 shares).
• Stiritz has sole voting and dispositive power over 4,498,836 shares and shared power over 384,132 shares with his spouse.
• On August 19, 2025, Stiritz purchased 36,000 shares in the open market at $109.53 per share.

Sentiment

Score: 6

Explanation: Slightly positive due to the open market purchase, indicating continued confidence from a significant shareholder, but otherwise a neutral, routine disclosure.

Positives

• Increased stake by purchasing 36,000 shares, indicating continued confidence in the company.

Future Outlook

NA

Industry Context

This filing is a routine disclosure of a significant shareholder's updated stake in a publicly traded food company. It does not provide broader industry trends or competitive analysis.

Legal Proceedings

• Susan Stiritz, spouse of the Reporting Person, has not been convicted in a criminal proceeding during the last five years.
• Susan Stiritz has not been a party to a civil proceeding of a judicial or administrative body of competent jurisdiction which resulted in her being subject to a judgment, decree or final order enjoining future violations of, or prohibiting or mandating activities subject to, federal or state securities laws during the last five years.

Related Party Transactions

• Beneficial ownership includes shares held through The Wildwood Trust, of which William P. Stiritz is Trustee, and shares held by his spouse, Susan Stiritz.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant shareholder's updated stake and recent trading activity.
• Management: Awareness of a key investor's continued position and minor increase.

Key Dates

Recommendation

This filing is a routine update of a significant shareholder's beneficial ownership and a minor open market purchase. While the purchase indicates continued confidence, it does not present new fundamental information about Post Holdings, Inc. that would warrant a change in investment thesis. Therefore, a 'hold' recommendation is appropriate for existing investors, and new investors should base decisions on broader company fundamentals rather than this ownership update.

Keywords

Post Holdings, William P. Stiritz, Schedule 13D, Beneficial Ownership, Common Stock, Share Purchase, Institutional Investor, SEC Filing, Equity Stake