Post Holdings, Inc. · Brief

Next report

19 days

Nov 19 · after closeconfirmedQ4 FY25

Expected move

±5.3%implied · report alone

78.7987.65

straddle ±7.1%

spot 83.22exp Nov 20ATM strike 85ATM straddle 6.93IV 42%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q3 FY26—▼−12.79%—

quarterimplied−15%0+15%realized×

Q3 FY26—▼−12.79%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 19 report · confirmed

Bull1

9disclosed supplier and customer ties in SEC filingsSEC filings

Bear2 of 3

39managers whose positions together make up four fifths of the reported value13F · Jun 30 '26

14 of 24of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Sep 16 '26once per report · top 2 per case

POST report session

No linked exposure.

Oct 22report dateEarnings date confirmed: Nov 19, after close.Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.