CMP β€” COMPASS MINERALS INTL INC

Ownership history in Gumshoe Capital Management LLC  Β·  1 quarter on record

AI Ownership Summary

Gumshoe Capital Management LLC reported COMPASS MINERALS INTL INC (CMP) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 23.47% in 2025 Q4. The latest visible filing shows CMP at 23.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CMP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gumshoe Capital Management LLC's position in COMPASS MINERALS INTL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CMP was reported at 23.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
23.47% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Gumshoe Capital Management LLC held CMP β€” position size vs. price
% of Fund (quarterly)    CMP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 1,264,883 β€” β€” 23.47% $24.8M 2026-02-14 (Est.) $23.99

🏒 Other funds also holding CMP

As of 2026 Q1 β€” sorted by position size

Investors Research Corp 3Y 7Y 0.01%

FAQ About Gumshoe Capital Management LLC and CMP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gumshoe Capital Management LLC reported owning CMP?

Gumshoe Capital Management LLC reported CMP across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported CMP position in Gumshoe Capital Management LLC's portfolio?

The largest reported portfolio weight for CMP was 23.47% in 2025 Q4.

What is the latest reported CMP position on this page?

The most recent filing on this page is 2025 Q4, when Gumshoe Capital Management LLC reported 1,264,883 shares, equal to 23.47% of portfolio, with an estimated market value of $24.8M.

What does the chart on this CMP ownership page compare?

The chart compares Gumshoe Capital Management LLC's quarterly CMP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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