CMPNYSEMining & Quarrying of Nonmetallic Minerals (No Fuels)Fiscal year ends September 30
COMPASS MINERALS INTERNATIONAL INC
Financials through Q3 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$21.83−0.43 (-1.93%)
Close on Oct 19, 2026
- Market cap
- $922.23M
- P/E (TTM)
- 50.8
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
92.6%
39M of 42M shares
Institutional holders
233
59 new, 26 sold out
Net institutional buying
-2M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Koch, Inc. | 7,034,609 | 17.02% | 13D (active) amendment | Aug 1, 2024 |
| Kenneth L. Settles Jr. | 4,772,073 | 11.55% | 13G (passive) amendment | Aug 28, 2024 |
| BlackRock, Inc. | 2,533,686 | 6.10% | 13G (passive) amendment | Mar 31, 2026 |
| State Street Corporation | 2,322,476 | 5.50% | 13G (passive) | Mar 31, 2026 |
| Ali John Mirshekari | 2,289,834 | 5.49% | 13G (passive) | Nov 11, 2025 |
| Stowers Institute for Medical Research | 2,273,578 | 5.40% | 13G (passive) | Jun 30, 2026 |
| Gumshoe Capital Management LLC | 2,089,937 | 5.00% | 13G (passive) | Apr 21, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CMP | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Koch, Inc. | 7,034,609 | 16.76% | $218.99M | – | 20.01% |
| SailingStone Capital Partners LLC | 3,351,366 | 7.98% | $104.33M | −1,474,245 | 19.53% |
| BlackRock, Inc. | 3,078,473 | 7.33% | $95.83M | +225,710 | 0.00% |
| State Street Corp | 2,441,899 | 5.82% | $76.02M | +119,423 | 0.00% |
| American Century Companies Inc | 2,273,578 | 5.42% | $70.78M | +594,903 | 0.03% |
| Vanguard Capital Management LLC | 1,775,518 | 4.23% | $55.27M | +26,963 | 0.00% |
| Irenic Capital Management LP | 1,068,378 | 2.54% | $33.26M | −367,151 | 1.60% |
| Dimensional Fund Advisors LP | 951,151 | 2.27% | $29.61M | +37,468 | 0.01% |
| Jacobs Levy Equity Management, Inc | 886,009 | 2.11% | $27.58M | New | 0.10% |
| Gumshoe Capital Management LLC | 872,348 | 2.08% | $27.16M | −392,535 | 24.82% |
| Geode Capital Management, LLC | 841,419 | 2.00% | $26.20M | +56,275 | 0.00% |
| Vanguard Portfolio Management LLC | 698,271 | 1.66% | $21.74M | +126,843 | 0.00% |
| Charles Schwab Investment Management Inc | 655,606 | 1.56% | $20.41M | −48,832 | 0.00% |
| Aqr Capital Management LLC | 637,339 | 1.52% | $19.84M | +568,222 | 0.01% |
| Engine Capital Management, LP | 633,021 | 1.51% | $19.71M | −806,044 | 1.92% |
| Newtyn Management, LLC | 632,326 | 1.51% | $19.68M | −137,674 | 2.46% |
| O'Keefe Stevens Advisory, Inc. | 631,272 | 1.50% | $19.65M | +20,810 | 4.03% |
| Lee Danner & Bass Inc | 580,750 | 1.38% | $18.08M | −25,000 | 1.04% |
| Federated Hermes, Inc. | 574,763 | 1.37% | $17.89M | +36,134 | 0.03% |
| Ewing Morris & Co. Investment Partners Ltd. | 570,800 | 1.36% | $14.79M | −1,443,527 | 7.73% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 233 | 39M | 92.6% | 59 / 73 | 58 / 26 | 6M | 8M |
| Q1 2026 | 205 | 41M | 96.6% | 38 / 60 | 56 / 25 | 10M | 4M |
| Q4 2025 | 195 | 37M | 88.5% | 24 / 50 | 72 / 22 | 3M | 4M |
| Q3 2025 | 199 | 38M | 89.6% | 25 / 57 | 72 / 35 | 4M | 4M |
| Q2 2025 | 210 | 37M | 89.0% | 40 / 61 | 68 / 36 | 6M | 8M |
| Q1 2025 | 207 | 39M | 92.2% | 27 / 59 | 78 / 33 | 5M | 6M |
| Q4 2024 | 218 | 40M | 95.3% | 43 / 60 | 75 / 40 | 14M | 9M |
| Q3 2024 | 219 | 35M | 83.2% | 49 / 73 | 59 / 43 | 14M | 16M |
| Q2 2024 | 214 | 43M | 100.0% | 41 / 72 | 67 / 49 | 7M | 6M |
| Q1 2024 | 223 | 42M | 100.0% | 52 / 69 | 64 / 62 | 8M | 8M |
| Q4 2023 | 235 | 42M | 99.6% | 29 / 77 | 93 / 39 | 6M | 3M |
| Q3 2023 | 246 | 39M | 92.3% | 32 / 79 | 94 / 35 | 3M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CMP | Value | % of fund | As of |
|---|---|---|---|---|---|
| Victory Global Energy Transition Fund | 1,952,971 | 4.65% | $60.80M | 9.86% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 1,686,068 | 4.02% | $53.82M | 0.20% | May 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Metals & Mining ETF | 1,587,174 | 3.78% | $49.41M | 1.13% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,333,032 | 3.18% | $41.50M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 833,985 | 1.99% | $25.96M | 0.03% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 399,712 | 0.95% | $12.44M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 349,006 | 0.83% | $10.24M | 0.03% | Jul 31, 2026 |
| Hennessy Cornerstone Growth Fund | 345,500 | 0.82% | $10.14M | 2.09% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 301,423 | 0.72% | $9.38M | 0.06% | Jun 30, 2026 |
| Columbia Small Cap Value Discovery Fund | 279,640 | 0.67% | $8.20M | 0.33% | Jul 31, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 278,814 | 0.66% | $8.90M | 0.10% | May 31, 2026 |
| Nuveen Quant Small/Mid Cap Equity Fund | 190,670 | 0.45% | $5.59M | 0.21% | Jul 31, 2026 |
| Bridge Builder Small/Mid Cap Growth Fund | 188,929 | 0.45% | $5.88M | 0.05% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 180,176 | 0.43% | $5.75M | 0.01% | May 31, 2026 |
| Federated Hermes MDT Small Cap Core Fund | 179,049 | 0.43% | $5.25M | 0.23% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Edward C. Dowling | President and CEO, Director | 66,261 | 0.16% | Jan 20, 2026 |
| Amy Tills | Chief Human Resources Officer | 7,298 | 0.02% | Sep 15, 2026 |
| Brandon Risner | Chief Operating Officer | – | – | Aug 13, 2026 |
| Ashley Ward | Chief Accounting Officer | 7,725 | 0.02% | Jul 29, 2026 |
| Benjamin S. Nichols | Chief Commercial Officer | 16,237 | 0.04% | Jun 26, 2026 |
| Patrick James Merrin | Chief Operations Officer | 18,525 | 0.04% | Mar 4, 2026 |
| Peter Fjellman | Chief Financial Officer | 8,321 | 0.02% | Jan 29, 2026 |
| Jennifer R. Hood | Chief Supply Chain Officer | 5,321 | 0.01% | Mar 3, 2025 |
| Jeffrey M. Cathey | Chief Financial Officer | 3,152 | 0.01% | Dec 19, 2024 |
| Joseph E. Reece | Director | 116,670 | 0.28% | Jul 1, 2026 |
| Richard P. Dealy | Director | 45,760 | 0.11% | Jul 1, 2026 |
| David Safran | Director | 2,056 | 0.00% | Jul 1, 2026 |
| Mark Lawrence Roberts | Director | 196 | 0.00% | Mar 9, 2026 |
| Denise M. Merle | Director | 220 | 0.00% | Mar 9, 2026 |
| Russell David Ball | Director | 186 | 0.00% | Mar 9, 2026 |
| Lori A. Walker | Director | 59,705 | 0.14% | Mar 9, 2026 |
| Gareth T. Joyce | Director | 43,118 | 0.10% | Mar 9, 2026 |
| Melissa M. Miller | Director | 43,152 | 0.10% | Mar 9, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Amy Tills Chief Human Resources Officer | Sep 11, 2026 | Option exercise | +7,298 | – | – | 7,298 |
| Amy Tills Chief Human Resources Officer | Sep 11, 2026 | Tax withholding | −2,142 | $24.80 | $53.12K | 5,156 |
| Ashley Ward Chief Accounting Officer | Jul 28, 2026 | Tax withholding | −2,443 | $29.69 | $72.53K | 7,725 |
| Ashley Ward Chief Accounting Officer | Jul 28, 2026 | Option exercise | +8,333 | – | – | 10,168 |
| Richard P. Dealy Director | Jun 30, 2026 | Award | +944 | – | – | 45,760 |
| Joseph E. Reece Director | Jun 30, 2026 | Award | +1,205 | – | – | 95,670 |
| David Safran Director | Jun 30, 2026 | Award | +804 | – | – | 2,056 |
| Benjamin S. Nichols Chief Commercial Officer | Jun 24, 2026 | Tax withholding | −747 | $28.66 | $21.41K | 15,988 |
| Benjamin S. Nichols Chief Commercial Officer | Jun 24, 2026 | Option exercise | +2,542 | – | – | 16,735 |
| Benjamin S. Nichols Chief Commercial Officer | May 18, 2026 | Tax withholding | −195 | $28.97 | $5.65K | 14,193 |
| Benjamin S. Nichols Chief Commercial Officer | May 18, 2026 | Option exercise | +685 | – | – | 14,388 |
| Benjamin S. Nichols Chief Commercial Officer | May 13, 2026 | Option exercise | +737 | – | – | 13,950 |
| Benjamin S. Nichols Chief Commercial Officer | May 13, 2026 | Tax withholding | −247 | $30.21 | $7.46K | 13,703 |
| Richard P. Dealy Director | Mar 31, 2026 | Award | +1,259 | – | – | 44,816 |
| Joseph E. Reece Director | Mar 31, 2026 | Award | +1,816 | – | – | 94,465 |
| David Safran Director | Mar 31, 2026 | Award | +1,071 | – | – | 1,252 |
| Joseph E. Reece Director | Mar 5, 2026 | Option exercise | +22,322 | – | – | 92,649 |
| Gareth T. Joyce Director | Mar 5, 2026 | Option exercise | +11,905 | – | – | 43,118 |
| Lori A. Walker Director | Mar 5, 2026 | Option exercise | +11,905 | – | – | 58,715 |
| Melissa M. Miller Director | Mar 5, 2026 | Option exercise | +11,905 | – | – | 43,152 |
| Richard P. Dealy Director | Mar 5, 2026 | Option exercise | +11,905 | – | – | 43,557 |
| Patrick James Merrin Chief Operations Officer | Mar 3, 2026 | Option exercise | +18,525 | – | – | 18,525 |
| Patrick James Merrin Chief Operations Officer | Mar 3, 2026 | Tax withholding | −5,003 | $24.68 | $123.47K | 13,522 |
| Peter Fjellman Chief Financial Officer | Jan 28, 2026 | Option exercise | +8,321 | – | – | 8,321 |
| Peter Fjellman Chief Financial Officer | Jan 28, 2026 | Tax withholding | −2,720 | $25.90 | $70.45K | 5,601 |
| Edward C. Dowling President and CEO, Director | Jan 18, 2026 | Tax withholding | −6,878 | $23.29 | $160.19K | 66,261 |
| Edward C. Dowling President and CEO, Director | Jan 18, 2026 | Option exercise | +22,350 | – | – | 73,139 |
| David Safran Director | Dec 31, 2025 | Award | +181 | – | – | 181 |
| Mark Lawrence Roberts Director | Dec 31, 2025 | Award | +196 | – | – | 196 |
| Denise M. Merle Director | Dec 31, 2025 | Award | +220 | – | – | 220 |
| Gareth T. Joyce Director | Dec 31, 2025 | Award | +1,401 | – | – | 31,213 |
| Richard P. Dealy Director | Dec 31, 2025 | Award | +1,496 | – | – | 31,652 |
| Russell David Ball Director | Dec 31, 2025 | Award | +186 | – | – | 186 |
| Melissa M. Miller Director | Dec 31, 2025 | Award | +1,433 | – | – | 31,247 |
| Joseph E. Reece Director | Dec 31, 2025 | Award | +2,260 | – | – | 70,327 |
| Lori A. Walker Director | Dec 31, 2025 | Award | +1,528 | – | – | 45,820 |
| Edward C. Dowling President and CEO, Director | Oct 15, 2025 | Tax withholding | −15,189 | $19.53 | $296.64K | 50,789 |
| Edward C. Dowling President and CEO, Director | Oct 15, 2025 | Option exercise | +45,467 | – | – | 65,978 |
| Benjamin S. Nichols Chief Commercial Officer | Oct 15, 2025 | Tax withholding | −2,176 | $19.53 | $42.50K | 13,213 |
| Benjamin S. Nichols Chief Commercial Officer | Oct 15, 2025 | Option exercise | +7,408 | – | – | 15,389 |
| Ashley Ward Chief Accounting Officer | Oct 15, 2025 | Option exercise | +2,598 | – | – | 2,598 |
| Ashley Ward Chief Accounting Officer | Oct 15, 2025 | Tax withholding | −763 | $19.53 | $14.90K | 1,835 |
| Gareth T. Joyce Director | Sep 30, 2025 | Award | +1,433 | – | – | 29,812 |
| Joseph E. Reece Director | Sep 30, 2025 | Award | +2,312 | – | – | 68,067 |
| Melissa M. Miller Director | Sep 30, 2025 | Award | +1,465 | – | – | 29,814 |
| Lori A. Walker Director | Sep 30, 2025 | Award | +1,563 | – | – | 42,229 |
| Richard P. Dealy Director | Sep 30, 2025 | Award | +1,530 | – | – | 30,156 |
| Joseph E. Reece Director | Jun 30, 2025 | Award | +2,209 | – | – | 65,755 |
| Joseph E. Reece Director | Jun 30, 2025 | Award | +2,209 | – | – | 65,755 |
| Gareth T. Joyce Director | Jun 30, 2025 | Award | +1,369 | – | – | 28,379 |
| Richard P. Dealy Director | Jun 30, 2025 | Award | +1,463 | – | – | 28,626 |
| Melissa M. Miller Director | Jun 30, 2025 | Award | +1,400 | – | – | 28,349 |
| Lori A. Walker Director | Jun 30, 2025 | Award | +1,494 | – | – | 40,666 |
| Joseph E. Reece Director | Jun 30, 2025 | Award | +2,209 | – | – | 65,755 |
| Benjamin S. Nichols Chief Commercial Officer | May 18, 2025 | Option exercise | +684 | – | – | 8,219 |
| Benjamin S. Nichols Chief Commercial Officer | May 18, 2025 | Tax withholding | −238 | $19.18 | $4.56K | 7,981 |
| Gareth T. Joyce Director | Mar 31, 2025 | Award | +2,961 | – | – | 27,010 |
| Melissa M. Miller Director | Mar 31, 2025 | Award | +3,028 | – | – | 26,949 |
| Richard P. Dealy Director | Mar 31, 2025 | Award | +3,163 | – | – | 27,163 |
| Lori A. Walker Director | Mar 31, 2025 | Award | +3,230 | – | – | 39,172 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Mary L. Frontczak former policy making officer | Aug 27, 2025 | 1,000 | $19.12K | Aug 27, 2025 | Open market Purchase |
| Frontczak Mary Officer | Aug 19, 2025 | 9,674 | $180.51K | Aug 19, 2025 | Restricted Stock |
| Jennifer R. Hood Former Officer | May 19, 2025 | 1,486 | $28.53K | May 16, 2025 | Stock Award |
| James D. Standen Former Officer of Compass Minerals as of 1/16/24 | Feb 29, 2024 | 34,342 | $779.00K | Mar 4, 2024 | Purchased |
| James D. Standen Former Officer of Compass Minerals as of 1/16/24 | Feb 27, 2024 | 34,342 | $766.00K | Feb 29, 2024 | Purchased |