COMP β€” COMPASS INC

Ownership history in Prentice Capital Management, LP  Β·  7 quarters on record

This page tracks every 13F SEC filing in which Prentice Capital Management, LP reported a position in COMPASS INC (COMP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
13.76% (2024 Q3)
πŸ“Š Avg. % of fund
5.97%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
7

Position Intelligence

Prentice Capital Management, LP Γ— COMP AI Analytics

πŸ“ˆ Prentice Capital Management, LP outperformed the S&P 500 by +59.1% annually on this COMP position. Timing score: 60% (3/5 decisions correct). Average cost basis: $5.04. Maximum drawdown during holding period: –4.3%.

πŸ“ˆ Position Alpha vs SPY
+59.1%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 59.1% per year on this position.
5 quarters analyzed

⏱️ Timing Score
60%

βœ… Decent timing β€” more right than wrong on entries and exits.
3 of 5 add/trim decisions correct

πŸ’° Entry Quality
$5.04
+59.3% vs current ($8.03)

Best entry: $3.60 (2024 Q1)  Β·  Worst: $8.03 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–4.3%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
71%
buy-side decisions

5 adds Β· 2 trims. Bought during 0 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 4.26% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    COMP price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 347,094 +297,094 +594.2% 4.26% $2.8M $8.03
2025 Q2 ADDED 50,000 +35,322 +240.6% 0.52% $314K $6.28
2024 Q4 REDUCED 14,678 -999,545 -98.6% 0.15% $86K $5.85
2024 Q3 REDUCED 1,014,223 -166,682 -14.1% 13.76% $6.2M $6.11
2024 Q2 ADDED 1,180,905 +191,086 +19.3% 10.00% $4.3M $3.60
2024 Q1 ADDED 989,819 +458,967 +86.5% 8.46% $3.6M $3.60
2023 Q4 INITIATED 530,852 β€” β€” 4.64% $2.0M β€”
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