David Shaw’s Compass Minerals CMP Stock Holding History

David Shaw’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
2025 Q2	–	Sell	-13,000	Closed	-$121K	–	4395
2025 Q1	$121K	Sell	13,000 -90,000	-87%	-$1.03M	﹤0.01%	3998
2024 Q4	$1.16M	Sell	103,000 -200,500	-66%	-$2.62M	﹤0.01%	3122
2024 Q3	$3.65M	Sell	303,500 -76,400	-20%	-$810K	﹤0.01%	2208
2024 Q2	$3.92M	Buy	379,900 +272,500	+254%	+$3.51M	﹤0.01%	2048
2024 Q1	$1.69M	Buy	+107,400	New	+$2.25M	﹤0.01%	2752
2021 Q4	–	Sell	-17,300	Closed	-$1.11M	–	5442
2021 Q3	$1.11M	Hold	17,300	–	–	﹤0.01%	3518
2021 Q2	$1.02M	Buy	+17,300	New	+$1.15M	﹤0.01%	3511
2020 Q2	–	Sell	-20,000	Closed	-$769K	–	4018
2020 Q1	$769K	Buy	+20,000	New	+$1.09M	﹤0.01%	2936
2017 Q4	–	Sell	-37,900	Closed	-$2.46M	–	3584
2017 Q3	$2.46M	Sell	37,900 -2,000	-5%	-$134K	﹤0.01%	1878
2017 Q2	$2.6M	Buy	+39,900	New	+$2.66M	﹤0.01%	1804
2013 Q4	–	Sell	-20,000	Closed	-$1.52M	–	4476
2013 Q3	$1.52M	Hold	20,000	–	–	﹤0.01%	2666
2013 Q2	$1.69M	Buy	+20,000	New	+$1.69M	﹤0.01%	2286

Other funds holding CMP

Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return

SCP

SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ICM

Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

GCM

Gumshoe Capital Management New York $109M AUM

David Shaw's CMP Position: Q2 2026 in Review

David Shaw increased its Compass Minerals (CMP) stake by 262% in Q2 2026, buying an estimated $3.63M and bringing the position to 177,420 shares worth $5.52M. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

David Shaw first reported a position in CMP in Q2 2013 and has held it in 28 quarters since. The position peaked at $17.8M in Q3 2024. 231 funds tracked by Wall St. Rank hold CMP as of Q2 2026.

David Shaw held 177,420 shares of Compass Minerals worth $5.52M as of Q2 2026.
David Shaw bought 128,394 Compass Minerals shares in Q2 2026, an estimated $3.63M.
Compass Minerals made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #2320 holding.
David Shaw first reported a position in Compass Minerals in Q2 2013 and has held it in 28 quarters since.
David Shaw's Compass Minerals position peaked at $17.8M in Q3 2024.
231 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.