CMP COMPASS MINERALS INTL INC

Ownership history in SailingStone Capital Partners LLC  ·  10 quarters on record

AI Ownership Summary

SailingStone Capital Partners LLC reported COMPASS MINERALS INTL INC (CMP) in 10 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 29.54% in 2025 Q2. The latest visible filing shows CMP at 26.42% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CMP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SailingStone Capital Partners 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 26.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
29.54% in 2025 Q2

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

Time in book
Holding Window
2024 Q1 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 SailingStone Capital Partners LLC held CMP — position size vs. price
% of Fund (quarterly)    CMP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 5,414,067 +308,957 +6.1% 26.42% $106.3M 2026-02-14 (Est.) $23.99
2025 Q3 REDUCED 5,105,110 -459,057 -8.3% 25.67% $98.0M 2025-11-14 $17.78
2025 Q2 REDUCED 5,564,167 -640,675 -10.3% 29.54% $111.8M 2025-08-14 $18.74
2025 Q1 ADDED 6,204,842 +777,700 +14.3% 21.39% $57.6M 2025-05-15 $19.50
2024 Q4 ADDED 5,427,142 +652,129 +13.7% 20.25% $61.1M 2025-02-14 $11.23
2024 Q3 ADDED 4,775,013 +2,454,116 +105.7% 18.04% $57.4M 2024-11-14 $12.00
2024 Q2 ADDED 2,320,897 +1,230,946 +112.9% 8.49% $24.0M 2024-08-14 $9.69
2024 Q1 REDUCED 1,089,951 -402,078 -26.9% 6.22% $17.2M 2024-05-15 $12.53
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SailingStone Capital Partners 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 SailingStone Capital Partners LLC reported owning CMP?

SailingStone Capital Partners LLC reported CMP across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported CMP position in SailingStone Capital Partners LLC's portfolio?

The largest reported portfolio weight for CMP was 29.54% in 2025 Q2.

What is the latest reported CMP position on this page?

The most recent filing on this page is 2025 Q4, when SailingStone Capital Partners LLC reported 5,414,067 shares, equal to 26.42% of portfolio, with an estimated market value of $106.3M.

What does the chart on this CMP ownership page compare?

The chart compares SailingStone Capital Partners 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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