Balyasny Asset Management
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Balyasny Asset Management’s Compass Minerals CMP Stock Holding History

Balyasny Asset Management’s Portfolio CMP Stock Details CMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.25M Buy
53,484
+38,738
+263% +$912K ﹤0.01% 1986
2025
Q4 		$290K Buy
+14,746
New +$273K ﹤0.01% 2745
2025
Q3 		– Sell
-50,232
Closed -$1.01M – 2982
2025
Q2 		$1.01M Buy
+50,232
New +$812K ﹤0.01% 2033
2024
Q4 		– Sell
-18,599
Closed -$224K – 2811
2024
Q3 		$224K Sell
18,599
-24,383
-57% -$258K ﹤0.01% 2528
2024
Q2 		$444K Buy
+42,982
New +$554K ﹤0.01% 2099
2024
Q1 		– Sell
-90,880
Closed -$2.3M – 2680
2023
Q4 		$2.3M Buy
90,880
+79,851
+724% +$2.04M ﹤0.01% 1409
2023
Q3 		$308K Sell
11,029
-20,703
-65% -$666K ﹤0.01% 1905
2023
Q2 		$1.08M Sell
31,732
-23,566
-43% -$782K ﹤0.01% 1592
2023
Q1 		$1.9M Buy
+55,298
New +$2.21M ﹤0.01% 1481
2022
Q4 		– Sell
-79,147
Closed -$3.05M – 2831
2022
Q3 		$3.05M Buy
79,147
+49,699
+169% +$1.89M 0.01% 1258
2022
Q2 		$1.04M Buy
+29,448
New +$1.46M ﹤0.01% 1733
2019
Q4 		– Sell
-25,276
Closed -$1.43M – 1189
2019
Q3 		$1.43M Sell
25,276
-22,262
-47% -$1.19M 0.01% 766
2019
Q2 		$2.61M Buy
+47,538
New +$2.63M 0.02% 801
2018
Q3 		– Sell
-33,555
Closed -$2.21M – 1709
2018
Q2 		$2.21M Buy
33,555
+29,221
+674% +$1.95M 0.01% 902
2018
Q1 		$261K Buy
+4,334
New +$291K ﹤0.01% 1667
2015
Q2 		– Sell
-119,004
Closed -$11.1M – 1168
2015
Q1 		$11.1M Sell
119,004
-30,996
-21% -$2.83M 0.09% 324
2014
Q4 		$13M Sell
150,000
-50,000
-25% -$4.29M 0.12% 243
2014
Q3 		$16.9M Buy
+200,000
New +$17.9M 0.13% 201

Other funds holding CMP

KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
GCM
Gumshoe Capital Management New York $123M AUM

Balyasny Asset Management's CMP Position: Q1 2026 in Review

Balyasny Asset Management increased its Compass Minerals (CMP) stake by 263% in Q1 2026, buying an estimated $912K and bringing the position to 53,484 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1986.

Balyasny Asset Management first reported a position in CMP in Q3 2014 and has held it in 18 quarters since. The position peaked at $16.9M in Q3 2014. 204 funds tracked by Wall St. Rank hold CMP as of Q1 2026.

  • Balyasny Asset Management held 53,484 shares of Compass Minerals worth $1.25M as of Q1 2026.
  • Balyasny Asset Management bought 38,738 Compass Minerals shares in Q1 2026, an estimated $912K.
  • Compass Minerals made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1986 holding.
  • Balyasny Asset Management first reported a position in Compass Minerals in Q3 2014 and has held it in 18 quarters since.
  • Balyasny Asset Management's Compass Minerals position peaked at $16.9M in Q3 2014.
  • 204 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.