Lee, Danner & Bass’s Compass Minerals CMP Stock Holding History

Lee, Danner & Bass’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	$18.1M	Sell	580,750 -25,000	-4%	-$707K	1.04%	24
2026 Q1	$14.1M	Buy	605,750 +295,000	+95%	+$6.95M	0.89%	26
2025 Q4	$6.1M	Sell	310,750 -29,250	-9%	-$541K	0.44%	51
2025 Q3	$6.53M	Hold	340,000	–	–	0.48%	45
2025 Q2	$6.83M	Sell	340,000 -5,000	-1%	-$80.8K	0.53%	38
2025 Q1	$3.21M	Hold	345,000	–	–	0.26%	78
2024 Q4	$3.88M	Sell	345,000 -15,000	-4%	-$196K	0.31%	73
2024 Q3	$4.33M	Buy	360,000 +123,000	+52%	+$1.3M	0.3%	65
2024 Q2	$2.45M	Buy	+237,000	New	+$3.06M	0.19%	92
2023 Q4	$5.04M	Buy	+199,000	New	+$5.08M	0.43%	51

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

Lee, Danner & Bass's CMP Position: Q2 2026 in Review

Lee, Danner & Bass reduced its Compass Minerals (CMP) stake by 4.1% in Q2 2026, selling an estimated $707K and leaving 580,750 shares worth $18.1M. The position accounts for 1.04% of the portfolio, ranked #24.

Lee, Danner & Bass first reported a position in CMP in Q4 2023 and has held it in 10 quarters since. 233 funds tracked by Wall St. Rank hold CMP as of Q2 2026.

Lee, Danner & Bass held 580,750 shares of Compass Minerals worth $18.1M as of Q2 2026.
Lee, Danner & Bass sold 25,000 Compass Minerals shares in Q2 2026, an estimated $707K.
Compass Minerals made up 1.04% of Lee, Danner & Bass's portfolio in Q2 2026, its #24 holding.
Lee, Danner & Bass first reported a position in Compass Minerals in Q4 2023 and has held it in 10 quarters since.
233 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.