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PYA Waltman Capital, LLC
> POST
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Post Holdings, Inc. | POST | 128,249 | 16,700 | 11,489,791,000 | 1,464,884,000 | $89,589.71 |
| 03/31/2023 | Post Holdings, Inc. | POST | 111,549 | -11,396 | 10,024,907,000 | -1,072,092,000 | $89,869.99 |
| 12/31/2022 | Post Holdings, Inc. | POST | 122,945 | -50,355 | 11,096,999,000 | 11,082,728,000 | $90,259.86 |
| 06/30/2022 | Post Holdings, Inc. | POST | 173,300 | 598 | 14,271,000 | 2,310,000 | $82.35 |
| 03/31/2022 | Post Holdings, Inc. | POST | 172,702 | 16,906 | 11,961,000 | -5,602,000 | $69.26 |
| 12/31/2021 | Post Holdings, Inc. | POST | 155,796 | -2,182 | 17,563,000 | 160,000 | $112.73 |
| 09/30/2021 | Post Holdings, Inc. | POST | 157,978 | 3,663 | 17,403,000 | 1,089,000 | $110.16 |
| 03/31/2021 | Post Holdings, Inc. | POST | 154,315 | 9,896 | 16,314,000 | 1,726,000 | $105.72 |
| 12/31/2020 | Post Holdings, Inc. | POST | 144,419 | 4,991 | 14,588,000 | 2,597,000 | $101.01 |
| 09/30/2020 | Post Holdings, Inc. | POST | 139,428 | 6,352 | 11,991,000 | 331,000 | $86.00 |
| 06/30/2020 | Post Holdings, Inc. | POST | 133,076 | 20,560 | 11,660,000 | 2,325,000 | $87.62 |
| 03/31/2020 | Post Holdings, Inc. | POST | 112,516 | 15,807 | 9,335,000 | -1,216,000 | $82.97 |
| 12/31/2019 | Post Holdings, Inc. | POST | 96,709 | 96,709 | 10,551,000 | 10,551,000 | $109.10 |
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