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O'Keefe Stevens Advisory’s Compass Minerals CMP Stock Holding History

O'Keefe Stevens Advisory’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
Q3 		$14.5M Buy
657,161
+25,889
+4% +$690K 2.96% 15
2026
Q2 		$19.7M Buy
631,272
+20,810
+3% +$588K 4.03% 8
2026
Q1 		$14.3M Buy
610,462
+16,575
+3% +$390K 3.52% 13
2025
Q4 		$11.7M Buy
593,887
+23,860
+4% +$442K 3.03% 15
2025
Q3 		$10.9M Buy
570,027
+24,199
+4% +$481K 2.96% 14
2025
Q2 		$11M Buy
545,828
+252,036
+86% +$4.07M 3.08% 12
2025
Q1 		$2.73M Buy
+293,792
New +$3.35M 0.89% 24

Other funds holding CMP

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

O'Keefe Stevens Advisory's CMP Position: Q3 2026 in Review

O'Keefe Stevens Advisory increased its Compass Minerals (CMP) stake by 4.1% in Q3 2026, buying an estimated $690K and bringing the position to 657,161 shares worth $14.5M. The position accounts for 2.96% of the portfolio, ranked #15.

O'Keefe Stevens Advisory first reported a position in CMP in Q1 2025 and has held it in 7 quarters since. The position peaked at $19.7M in Q2 2026. 6 funds tracked by Wall St. Rank hold CMP as of Q3 2026.

  • O'Keefe Stevens Advisory held 657,161 shares of Compass Minerals worth $14.5M as of Q3 2026.
  • O'Keefe Stevens Advisory bought 25,889 Compass Minerals shares in Q3 2026, an estimated $690K.
  • Compass Minerals made up 2.96% of O'Keefe Stevens Advisory's portfolio in Q3 2026, its #15 holding.
  • O'Keefe Stevens Advisory first reported a position in Compass Minerals in Q1 2025 and has held it in 7 quarters since.
  • O'Keefe Stevens Advisory's Compass Minerals position peaked at $19.7M in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2026.

Based on O'Keefe Stevens Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.