COMPASS MINERALS INTL INC CMP
COM · Common Stock · CUSIP 20451N101
- SectorMaterials
- IndustryMining & Quarrying of Nonmetallic Minerals (No Fuels)
- HeadquartersOverland Park, KS
- Founded2001
- Websitecompassminerals.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 41.4m as of 2024-10-25, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $12.03. Options: 12 managers hold calls ($5.8m notional), 10 hold puts ($6.5m).
Trends to Q3 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 274 |
| Q4 2022 | 275 |
| Q1 2023 | 263 |
| Q2 2023 | 251 |
| Q3 2023 | 248 |
| Q4 2023 | 236 |
| Q1 2024 | 225 |
| Q2 2024 | 215 |
| Q3 2024 | 220 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 130 | 134 |
| Q1 2023 | 127 | 134 |
| Q2 2023 | 118 | 120 |
| Q3 2023 | 104 | 129 |
| Q4 2023 | 98 | 132 |
| Q1 2024 | 122 | 126 |
| Q2 2024 | 107 | 116 |
| Q3 2024 | 119 | 101 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $1.8m | $33.3m | 18.80 |
| Q1 2024 | $3.1m | $7.7m | 2.53 |
| Q2 2024 | $1.4m | $5.6m | 4.10 |
| Q3 2024 | $5.8m | $6.5m | 1.12 |
Biggest buyers
| SailingStone Capital Partners LLC | Added | +2.5m |
| MILLENNIUM MANAGEMENT LLC | Added | +659.3k |
| RENAISSANCE TECHNOLOGIES LLC | New | +548.0k |
| Michelson Medical Research Foundation, Inc. | New | +505.0k |
| SW Investment Management LLC | Added | +400.0k |
| HRT FINANCIAL LP | New | +396.3k |
| BANK OF MONTREAL /CAN/ | Added | +294.3k |
| Cove Street Capital, LLC | Added | +288.2k |
| CITADEL ADVISORS LLC | Added | +267.9k |
| JANE STREET GROUP, LLC | Added | +244.3k |
Biggest sellers
| KOCH INDUSTRIES LLC | Sold out | -7.0m |
| STATE STREET CORP | Reduced | -1.4m |
| Select Equity Group, L.P. | Reduced | -1.4m |
| VANGUARD GROUP INC | Reduced | -1.3m |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Sold out | -720.9k |
| Harvey Partners, LLC | Sold out | -700.0k |
| Diameter Capital Partners LP | Sold out | -600.0k |
| FMR LLC | Reduced | -498.5k |
| Invesco Ltd. | Reduced | -228.8k |
| AMERIPRISE FINANCIAL INC | Sold out | -181.2k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $1.2m101.2k shares |
| Private Capital Management, LLC | Added | $1.2m100.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $764.5k63.6k shares |
| JANE STREET GROUP, LLC | New | $669.5k55.7k shares |
| SIMPLEX TRADING, LLC | Added | $456.0k38.0k shares |
| Walleye Capital LLC | New | $347.4k28.9k shares |
| GTS SECURITIES LLC | New | $307.7k25.6k shares |
| D. E. Shaw & Co., Inc. | Added | $288.5k24.0k shares |
| WOLVERINE TRADING, LLC | New | $197.0k15.9k shares |
| GROUP ONE TRADING LLC | Added | $189.9k15.8k shares |
Biggest puts
| D. E. Shaw & Co., Inc. | Reduced | $3.6m303.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $840.2k69.9k shares |
| CITADEL ADVISORS LLC | Reduced | $699.6k58.2k shares |
| GROUP ONE TRADING LLC | Added | $391.9k32.6k shares |
| GTS SECURITIES LLC | Reduced | $316.1k26.3k shares |
| JANE STREET GROUP, LLC | New | $264.4k22.0k shares |
| Walleye Capital LLC | New | $181.5k15.1k shares |
| Caption Management, LLC | New | $108.2k9.0k shares |
| SIMPLEX TRADING, LLC | Added | $64.0k5.4k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -2.1 pts · filed 2026-04-27 | 6.1% |
| STATE STREET CORP 13G · institution +0.6 pts · filed 2026-05-12 | 5.5% |
| M Partners Fund LP 13G · passive new · filed 2025-11-18 | 5.5% |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC 13G · institution new · filed 2026-08-14 | 5.4% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales in Q3 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 1 | $352.8k | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 1 | $94.1k | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 1 | $106.2k | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
None reported in Q3 2024.
Holders, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 4.8m $58.2m | First filing |
| SailingStone Capital Partners LLC 18.04% of their portfolio | 4.8m $57.4m | Added +2.5m |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.2m $37.9m | Reduced -1.3m |
| Select Equity Group, L.P. 0.07% of their portfolio | 1.5m $18.0m | Reduced -1.4m |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 1.5m $17.8m | Added +152.7k |
| SW Investment Management LLC 3.18% of their portfolio | 1.0m $12.0m | Added +400.0k |
| MORGAN STANLEY 0.00% of their portfolio | 994.6k $12.0m | Added +238.7k |
| Invenomic Capital Management LP 0.64% of their portfolio | 969.1k $11.6m | Added +186.7k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 809.1k $9.7m | Added +659.3k |
| FMR LLC 0.00% of their portfolio | 802.4k $9.6m | Reduced -498.5k |
| STATE STREET CORP 0.00% of their portfolio | 794.1k $9.5m | Reduced -1.4m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 782.8k $9.4m | Added +6.1k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.13% of their portfolio | 727.0k $8.7m | Reduced -133.8k |
| Cove Street Capital, LLC 5.19% of their portfolio | 551.8k $6.6m | Added +288.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 548.0k $6.6m | New |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 545.3k $6.6m | Reduced -151.0k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 525.1k $6.5m | Added +294.3k |
| Michelson Medical Research Foundation, Inc. 4.28% of their portfolio | 505.0k $6.1m | New |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 464.0k $5.6m | Added +46.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 428.5k $5.1m | Reduced -99.7k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 398.7k $4.8m | Added +244.3k |
| HRT FINANCIAL LP 0.03% of their portfolio | 396.3k $4.8m | New |
| LEE DANNER & BASS INC 0.30% of their portfolio | 360.0k $4.3m | Added +123.0k |
| CastleKnight Management LP 0.50% of their portfolio | 357.7k $4.3m | Added +59.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 340.5k $4.1m | Added +64.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 312.7k $3.8m | Reduced -39.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 284.1k $3.4m | Reduced -121.1k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 281.6k $3.4m | Added +267.9k |
| Cubist Systematic Strategies, LLC 0.05% of their portfolio | 267.5k $3.2m | Added +143.4k |
| Jump Financial, LLC 0.06% of their portfolio | 256.4k $3.1m | Added +165.4k |
| Morningstar Investment Services LLC 0.03% of their portfolio | 198.0k $2.5m | Added +1.6k |
| Bard Financial Services, Inc. 0.27% of their portfolio | 187.4k $2.3m | Added +24.6k |
| Long Focus Capital Management, LLC 0.16% of their portfolio | 150.0k $1.8m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 147.3k $1.8m | Added +59.3k |
| Skylands Capital, LLC 0.24% of their portfolio | 145.7k $1.8m | Added +42.4k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 144.0k $1.7m | Added +2.3k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 142.6k $1.7m | Reduced -1.0k |
| Invesco Ltd. 0.00% of their portfolio | 140.5k $1.7m | Reduced -228.8k |
| ExodusPoint Capital Management, LP 0.02% of their portfolio | 127.2k $1.5m | New |
| Walleye Capital LLC 0.02% of their portfolio | 117.7k $1.4m | New |
| Krilogy Financial LLC 0.09% of their portfolio | 106.0k $1.3m | New |
| Nebula Research & Development LLC 0.15% of their portfolio | 105.9k $1.3m | Added +90.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 103.3k $1.2m | Added +33.2k |
| ICON ADVISERS INC/CO 0.25% of their portfolio | 100.0k $1.2m | New |
| Repertoire Partners LP 1.65% of their portfolio | 100.0k $1.2m | New |
| Weiss Asset Management LP 0.03% of their portfolio | 97.9k $1.2m | New |
| BARCLAYS PLC 0.00% of their portfolio | 92.8k $1.1m | Added +40.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 89.4k $1.1m | Added +1.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 87.3k $1.0m | Reduced -53.2k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 87.0k $1.0m | Added +10.8k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.02% of their portfolio | 86.6k $1.0m | Reduced -16.5k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 85.0k $1.0m | New |
| CoreCommodity Management, LLC 0.18% of their portfolio | 83.1k $998.9k | Added +50.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 81.8k $983.0k | Added +71.3k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 79.2k $951.5k | New |
| UBS Group AG 0.00% of their portfolio | 73.1k $878.7k | Reduced -29.4k |
| SummerHaven Investment Management, LLC 0.53% of their portfolio | 72.7k $874.0k | New |
| Swiss National Bank 0.00% of their portfolio | 69.0k $828.8k | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 67.8k $814.5k | New |
| ROYCE & ASSOCIATES LP 0.01% of their portfolio | 67.6k $812.7k | Unchanged |
| WOLVERINE ASSET MANAGEMENT LLC 0.01% of their portfolio | 66.9k $804.6k | Added +1.5k |
| Alpha Omega Wealth Management LLC 0.14% of their portfolio | 65.5k $787.8k | Added +7.7k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 61.0k $733.0k | Added +9.2k |
| GSA CAPITAL PARTNERS LLP 0.05% of their portfolio | 60.1k $723.0k | Reduced -29.3k |
| Walnut Level Capital LLC 0.43% of their portfolio | 60.0k $721.2k | New |
| Jade Capital Advisors, LLC 0.44% of their portfolio | 56.3k $677.3k | Added +45.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 55.9k $671.4k | Reduced -56.2k |
| Point72 Asia (Singapore) Pte. Ltd. 0.12% of their portfolio | 55.1k $662.1k | Added +50.7k |
| GROUP ONE TRADING LLC 0.03% of their portfolio | 53.8k $647.1k | Added +38.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 49.6k $596.0k | Added +3.9k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 48.4k $582.3k | Reduced -8.1k |
| AMICA MUTUAL INSURANCE CO 0.05% of their portfolio | 47.2k $567.0k | Unchanged |
| ALGERT GLOBAL LLC 0.01% of their portfolio | 46.2k $555.3k | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 45.0k $540.7k | Reduced -5.8k |
| Quantbot Technologies LP 0.02% of their portfolio | 44.5k $535.3k | New |
| Private Capital Management, LLC 0.05% of their portfolio | 40.0k $480.8k | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 38.6k $464.0k | Reduced -84.7k |
| Inspire Investing, LLC 0.05% of their portfolio | 38.3k $460.7k | Added +1.4k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 38.2k $462.3k | New |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.01% of their portfolio | 37.4k $449.3k | Added +18.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 37.1k $446.0k | Added +429 |
| CITIGROUP INC 0.00% of their portfolio | 35.9k $431.1k | Added +5.8k |
| XTX Topco Ltd 0.03% of their portfolio | 34.5k $415.3k | New |
| Legal & General Group Plc 0.00% of their portfolio | 34.3k $412.7k | Reduced -59.3k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 33.2k $399.2k | Added +19.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 33.2k $398.7k | Reduced -1.0k |
| Cetera Investment Advisers 0.00% of their portfolio | 31.9k $383.8k | Added +7.8k |
| Clearline Capital LP 0.03% of their portfolio | 31.8k $382.5k | Reduced -32.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 31.0k $373.1k | Added +1.0k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.05% of their portfolio | 30.3k $364.5k | New |
| FIRST MANHATTAN CO. LLC. 0.00% of their portfolio | 29.5k $354.6k | Unchanged |
| IRONWOOD INVESTMENT MANAGEMENT LLC 0.16% of their portfolio | 28.1k $337.8k | Reduced -441 |
| LPL Financial LLC 0.00% of their portfolio | 26.7k $321.5k | Reduced -5.5k |
| INCEPTIONR LLC 0.08% of their portfolio | 26.5k $318.6k | New |
| Quadrature Capital Ltd 0.01% of their portfolio | 24.7k $296.3k | New |
| Brevan Howard Capital Management LP 0.01% of their portfolio | 23.9k $287.8k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 23.8k $286.1k | Reduced -30 |
| CAPSTONE INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 23.6k $283.5k | New |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 23.3k $280.0k | Reduced -158 |
| DRW Securities, LLC 0.01% of their portfolio | 22.0k $264.3k | New |