First Manhattan’s Compass Minerals CMP Stock Holding History

First Manhattan’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 Q2	$918K	Hold	29,500	–	–	﹤0.01%	452
2026 Q1	$689K	Hold	29,500	–	–	﹤0.01%	501
2025 Q4	$579K	Hold	29,500	–	–	﹤0.01%	530
2025 Q3	$566K	Hold	29,500	–	–	﹤0.01%	522
2025 Q2	$593K	Hold	29,500	–	–	﹤0.01%	499
2025 Q1	$274K	Hold	29,500	–	–	﹤0.01%	601
2024 Q4	$332K	Hold	29,500	–	–	﹤0.01%	584
2024 Q3	$355K	Hold	29,500	–	–	﹤0.01%	560
2024 Q2	$305K	Hold	29,500	–	–	﹤0.01%	567
2024 Q1	$464K	Hold	29,500	–	–	﹤0.01%	504
2023 Q4	$747K	Hold	29,500	–	–	﹤0.01%	417
2023 Q3	$825K	Hold	29,500	–	–	﹤0.01%	405
2023 Q2	$1M	Hold	29,500	–	–	﹤0.01%	377
2023 Q1	$1.01M	Hold	29,500	–	–	﹤0.01%	403
2022 Q4	$1.21M	Hold	29,500	–	–	﹤0.01%	395
2022 Q3	$1.14M	Hold	29,500	–	–	﹤0.01%	396
2022 Q2	$1.04M	Hold	29,500	–	–	﹤0.01%	408
2022 Q1	$1.85M	Hold	29,500	–	–	0.01%	375
2021 Q4	$1.51M	Hold	29,500	–	–	0.01%	384
2021 Q3	$1.9M	Hold	29,500	–	–	0.01%	341
2021 Q2	$1.75M	Hold	29,500	–	–	0.01%	348
2021 Q1	$1.85M	Hold	29,500	–	–	0.01%	333
2020 Q4	$1.82M	Sell	29,500 -1,700	-5%	-$105K	0.01%	326
2020 Q3	$1.85M	Sell	31,200 -8,469	-21%	-$467K	0.01%	315
2020 Q2	$1.93M	Hold	39,669	–	–	0.01%	311
2020 Q1	$1.53M	Hold	39,669	–	–	0.01%	326
2019 Q4	$2.42M	Hold	39,669	–	–	0.01%	313
2019 Q3	$2.24M	Buy	+39,669	New	+$2.13M	0.01%	316

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

First Manhattan's CMP Position: Q2 2026 in Review

First Manhattan held its Compass Minerals (CMP) position steady in Q2 2026 at 29,500 shares worth $918K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

First Manhattan first reported a position in CMP in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.42M in Q4 2019. 233 funds tracked by Wall St. Rank hold CMP as of Q2 2026.

First Manhattan held 29,500 shares of Compass Minerals worth $918K as of Q2 2026.
First Manhattan left its Compass Minerals share count unchanged in Q2 2026.
Compass Minerals made up ﹤0.01% of First Manhattan's portfolio in Q2 2026, its #452 holding.
First Manhattan first reported a position in Compass Minerals in Q3 2019 and has held it in 28 quarters since.
First Manhattan's Compass Minerals position peaked at $2.42M in Q4 2019.
233 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.