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SailingStone Capital Partners’s Compass Minerals CMP Stock Holding History

SailingStone Capital Partners’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 		$104M Sell
3,351,366
-1,474,245
-31% -$41.7M 19.53% 1
2026
Q1 		$113M Sell
4,825,611
-588,456
-11% -$13.9M 25.59% 1
2025
Q4 		$106M Buy
5,414,067
+308,957
+6% +$5.72M 26.42% 1
2025
Q3 		$98M Sell
5,105,110
-459,057
-8% -$9.12M 25.67% 1
2025
Q2 		$112M Sell
5,564,167
-640,675
-10% -$10.4M 29.54% 1
2025
Q1 		$57.6M Buy
6,204,842
+777,700
+14% +$8.88M 21.39% 1
2024
Q4 		$61.1M Buy
5,427,142
+652,129
+14% +$8.52M 20.25% 1
2024
Q3 		$57.4M Buy
4,775,013
+2,454,116
+106% +$26M 18.04% 1
2024
Q2 		$24M Buy
2,320,897
+1,230,946
+113% +$15.9M 8.49% 6
2024
Q1 		$17.2M Buy
+1,089,951
New +$22.9M 6.22% 8
2015
Q1 		– Sell
-1,492,029
Closed -$130M – 20
2014
Q4 		$130M Sell
1,492,029
-1,466,763
-50% -$126M 3.28% 15
2014
Q3 		$249M Buy
+2,958,792
New +$265M 4.72% 11

Other funds holding CMP

KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 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
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
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

SailingStone Capital Partners's CMP Position: Q2 2026 in Review

SailingStone Capital Partners reduced its Compass Minerals (CMP) stake by 31% in Q2 2026, selling an estimated $41.7M and leaving 3,351,366 shares worth $104M. The position accounts for 19.53% of the portfolio, ranked #1.

SailingStone Capital Partners first reported a position in CMP in Q3 2014 and has held it in 12 quarters since. The position peaked at $249M in Q3 2014. 233 funds tracked by Wall St. Rank hold CMP as of Q2 2026.

  • SailingStone Capital Partners held 3,351,366 shares of Compass Minerals worth $104M as of Q2 2026.
  • SailingStone Capital Partners sold 1,474,245 Compass Minerals shares in Q2 2026, an estimated $41.7M.
  • Compass Minerals made up 19.53% of SailingStone Capital Partners's portfolio in Q2 2026, its #1 holding.
  • SailingStone Capital Partners first reported a position in Compass Minerals in Q3 2014 and has held it in 12 quarters since.
  • SailingStone Capital Partners's Compass Minerals position peaked at $249M in Q3 2014.
  • 233 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2026.

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