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Which hedge funds own COMP? COMPASS INC, Q2 2026 13F holders

Real EstateReal Estate Services

90 tracked hedge funds disclosed a position in COMP (COMPASS INC) in their Q2 2026 13F filings, worth $2.5bn in total. The largest holder by portfolio weight is Kanen Wealth Management LLC at 19.5% of its book. 28 opened a new position this quarter: Karl Kapital LLC, Dendur Capital LP, Conversant Capital LLC, Grizzlyrock Capital, LLC. 18 exited: Metavasi Capital LP, Bwcp, LP, Southpoint Capital Advisors LP.

90
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
28
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
18
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$526m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$122m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$2.5bn
Combined value
Sum of the holders' reported positions in the security.
7.3%
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

90 rows
Kanen Wealth Management LLC Hedge fund19.5%$79.7m6.45m+0.6%added
Parsifal Capital Management, LP Hedge fund17.9%$146m11.86m−0.5%held
Karl Kapital LLC Hedge fund8.8%$14.8m1.20m–new
Philosophy Capital Management LLC Hedge fund8.0%$83.0m6.73m−0.7%reduced
Gator Capital Management, LLC Hedge fund7.2%$33.3m2.70m−0.1%held
Tensile Capital Management LP Hedge fund6.8%$49.5m4.01m+101%added
Union Square Park Capital Management, LLC Hedge fund5.8%$8.0m650,000+13%added
Pertento Partners LLP Hedge fund5.4%$75.8m6.15m+26%added
Lansing Management LP Hedge fund5.2%$8.6m696,990+0.5%held
Pillsbury Lake Capital LLC Hedge fund4.9%$18.0m1.46m−8.9%reduced
Canyon Capital Advisors LLC Hedge fund4.8%$42.7m3.46m−1.0%reduced
Long Pond Capital, LP Hedge fund4.6%$44.3m3.59m+195%added
Senvest Management, LLC Hedge fund4.5%$155m12.57m+37%added
Intercapital, LLC Hedge fund4.5%$10.2m825,225−5.0%reduced
Alta Park Capital, LP Hedge fund4.4%$47.7m3.87m+14%added
Dendur Capital LP Hedge fund3.9%$66.7m5.41m–new
Discovery Capital Management, LLC Hedge fund3.9%$92.8m7.53m+24%added
Conversant Capital LLC Hedge fund3.8%$32.4m2.63m–new
Steamboat Capital Partners, LLC Hedge fund3.7%$17.1m1.38m−7.3%reduced
Grizzlyrock Capital, LLC Hedge fund3.6%$5.2m422,839–new
Beaconlight Capital, LLC Hedge fund3.5%$8.0m649,901–new
Avala Global LP Hedge fund3.3%$89.9m7.29m+246%added
Soviero Asset Management, LP Hedge fund3.3%$6.8m550,000–new
Divisadero Street Capital Management, LP Hedge fund2.7%$117m9.51m+180%added
Marnell Management LLC Hedge fund2.7%$5.2m423,302+56%added
Avantyr Capital Partners, LP Hedge fund2.5%$69.1m5.60m–new
Castle Hook Partners LP Hedge fund2.2%$210m17.03m+581%added
Formula Growth Ltd Hedge fund2.1%$6.0m487,300−14%reduced
Goldentree Asset Management LP Hedge fund2.0%$35.0m2.84m–new
Summit Partners Public Asset Management, LLC Hedge fund1.7%$66.6m5.41m−5.2%reduced
Irenic Capital Management LP Hedge fund1.6%$22.2m1.80m–new
Dymon Asia Capital (Singapore) Pte. Ltd. Hedge fund1.0%$5.9m481,800–new
Rubric Capital Management LP Hedge fund0.9%$101m8.22m+119%added
Readystate Asset Management LP Hedge fund0.8%$20.2m1.64m+132%added
Unifi Asset Management LP Hedge fund0.8%$1.1m87,5240.0%held
Maplelane Capital, LLC Hedge fund0.7%$17.1m1.39m–new
Maverick Capital Ltd Hedge fund0.7%$72.9m5.91m+14%added
AYAL Capital Advisors Ltd Hedge fund0.6%$1.2m100,000–new
Atreides Management, LP Hedge fund0.6%$69.8m5.66m+1.7%added
J. Goldman & Co LP Hedge fund0.6%$17.5m1.42m+40%added
D1 Capital Partners L.P. Hedge fund0.5%$188m15.22m–new
Quinn Opportunity Partners LLC Hedge fund0.5%$11.5m935,281–new
Alpine Associates Management Inc. Hedge fund0.5%$8.3m670,296−30%reduced
Kingdon Capital Management, L.L.C. Hedge fund0.4%$3.1m250,000–new
Clearline Capital LP Hedge fund0.4%$6.2m499,163−65%reduced
Prelude Capital Management, LLC Hedge fund0.4%$5.3m432,042−9.8%reduced
Verition Fund Management LLC Hedge fund0.3%$40.5m3.29m−2.6%reduced
Lighthouse Investment Partners, LLC Hedge fund0.3%$8.5m690,406−37%reduced
Okabena Investment Services Inc Hedge fund0.3%$1.5m119,740–new
Ares Systematic Credit Ltd Hedge fund0.2%$395k32,012–new