Compass Minerals Internation (CMP) Institutional Holdings & 13F Data (Q2 2026)

CMP ranks #2611 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CMP is a top-conviction position for Gumshoe Capital Management LLC — at 24.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CMP belongs to Koch, Inc., but the position matters far more to Gumshoe Capital Management LLC, who has 24.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Koch, Inc. has added to its CMP position for two straight quarters, increasing it by $80.8M to reach $219.0M today.

Marshall Wace, LLP has trimmed its CMP position for two straight quarters, cutting it by $2.8M while still holding $1.5M.

CMP is up 4.7% today, and institutions have been net buyers of $26.4M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

CMP posted net income of $18.4M over the trailing twelve months, and currently trades at a P/E of 58.2.

• Profitable — net income of $18.4M over the trailing twelve months
• Revenue grew 5.5% year over year
• Net income improved year over year, from -$120.9M to $18.4M
• Generated $197.7M in positive operating cash flow
• Current ratio of 2.15x — enough short-term assets to cover short-term liabilities
• Liabilities run 6.49x equity — a highly leveraged balance sheet worth noting