Which hedge funds own CMP? COMPASS MINERALS INTL INC, Q2 2026 13F holders
33 tracked hedge funds disclosed a position in CMP (COMPASS MINERALS INTL INC) in their Q2 2026 13F filings, worth $289.6m in total. The largest holder by portfolio weight is Gumshoe Capital Management LLC at 24.8% of its book. 12 opened a new position this quarter: Fox Run Management, L.L.C., PDT Partners, LLC, Campbell & CO Investment Adviser LLC, Y-Intercept (Hong Kong) Ltd. 5 exited: Sourcerock Group LLC, EntryPoint Capital, LLC, Engineers Gate Manager LP.
- 33
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 12
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 5
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $11.9m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $11.6m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $290m
- Combined value Sum of the holders' reported positions in the security.
- 2.7%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Sourcerock Group LLC | 0.2% | $5.5m |
| EntryPoint Capital, LLC | 0.10% | $327k |
| Engineers Gate Manager LP | 0.0% | $387k |
| Citadel Advisors LLC | 0.0% | $4.2m |
| Balyasny Asset Management L.P. | 0.0% | $1.2m |
Ownership over time
Who discovered CMP first? Beta
The run: Q1 2025 → Q2 2026, +235%
| SailingStone Capital Partners LLC high conviction | Q1 2024 | 21.4% | +32.4 pts |
| Ewing Morris & Co. Investment Partners Ltd. high conviction | Q1 2025 | 1.8% | +10.5 pts |
| Newtyn Management, LLC | Q2 2025 | – | +0.8 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.