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Irenic Capital Management’s Compass Minerals CMP Stock Holding History

Irenic Capital 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
Q2 		$33.3M Sell
1,068,378
-367,151
-26% -$10.4M 1.6% 19
2026
Q1 		$33.5M Buy
+1,435,529
New +$33.8M 2.18% 15

Other funds holding CMP

KI
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jacobs Levy Equity Management
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Irenic Capital Management's CMP Position: Q2 2026 in Review

Irenic Capital Management reduced its Compass Minerals (CMP) stake by 26% in Q2 2026, selling an estimated $10.4M and leaving 1,068,378 shares worth $33.3M. The position accounts for 1.6% of the portfolio, ranked #19.

Irenic Capital Management first reported a position in CMP in Q1 2026 and has held it in 2 quarters since. The position peaked at $33.5M in Q1 2026. 233 funds tracked by Wall St. Rank hold CMP as of Q2 2026.

  • Irenic Capital Management held 1,068,378 shares of Compass Minerals worth $33.3M as of Q2 2026.
  • Irenic Capital Management sold 367,151 Compass Minerals shares in Q2 2026, an estimated $10.4M.
  • Compass Minerals made up 1.6% of Irenic Capital Management's portfolio in Q2 2026, its #19 holding.
  • Irenic Capital Management first reported a position in Compass Minerals in Q1 2026 and has held it in 2 quarters since.
  • Irenic Capital Management's Compass Minerals position peaked at $33.5M in Q1 2026.
  • 233 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2026.

Based on Irenic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.