Compass Minerals International Inc (CMP) shareholders
CMPNYSEMining & Quarrying of Nonmetallic Minerals (No Fuels)Fiscal year ends September 30
Financials through Q3 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026Score 7/302% above fair value
$23.08+0.09 (+0.39%)
Close on Nov 11, 2026Market cap $968.92MP/E 53.7Yield –
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. Joint filing with KM&T Investment Holdings, LLC (17.02%) | 7,034,609 | 17.02% | 13D (active) amendment | Aug 1, 2024 |
| Kenneth L. Settles Jr. Joint filing with SailingStone Capital Partners LLC (11.55%), SailingStone Holdings LLC (11.55%) and 1 more | 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 Joint filing with M Partners Fund LP (5.49%), M Partners Fund (GP) LLC (5.49%) | 2,289,834 | 5.49% | 13G (passive) | Nov 11, 2025 |
| Stowers Institute for Medical Research Joint filing with American Century Investment Management, Inc. (5.40%), American Century Companies, Inc. (5.40%) and 1 more | 2,273,578 | 5.40% | 13G (passive) | Jun 30, 2026 |
| Gumshoe Capital Management LLC Joint filing with Gumshoe Master Fund LP (5.00%), Gumshoe Capital GP LLC (5.00%) and 1 more | 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)
215 funds held CMP in Q2 2026, 45% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 91,630 | 0.22% | Oct 19, 2026 |
| Ashley Ward | Chief Accounting Officer | 9,583 | 0.02% | Oct 19, 2026 |
| Benjamin S. Nichols | Chief Commercial Officer | 21,206 | 0.05% | Oct 19, 2026 |
| Brandon Risner | Chief Operating Officer | 3,780 | 0.01% | Oct 19, 2026 |
| Amy Tills | Chief Human Resources Officer | 7,298 | 0.02% | Sep 15, 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 |
| David Safran | Director | 7,413 | 0.02% | Oct 15, 2026 |
| Joseph E. Reece | Director | 118,372 | 0.28% | Oct 1, 2026 |
| Richard P. Dealy | Director | 47,093 | 0.11% | Oct 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 |
|---|---|---|---|---|---|---|
| Ashley Ward Chief Accounting Officer | Oct 15, 2026 | Tax withholding | −740 | $22.59 | $16.72K | 9,583 |
| Ashley Ward Chief Accounting Officer | Oct 15, 2026 | Option exercise | +2,598 | – | – | 10,323 |
| Edward C. Dowling President and CEO, Director | Oct 15, 2026 | Tax withholding | −20,097 | $22.59 | $453.99K | 91,630 |
| Edward C. Dowling President and CEO, Director | Oct 15, 2026 | Option exercise | +45,466 | – | – | 111,727 |
| Brandon Risner Chief Operating Officer | Oct 15, 2026 | Tax withholding | −1,465 | $22.59 | $33.09K | 3,780 |
| Brandon Risner Chief Operating Officer | Oct 15, 2026 | Option exercise | +5,245 | – | – | 5,245 |
| Benjamin S. Nichols Chief Commercial Officer | Oct 15, 2026 | Tax withholding | −1,977 | $22.59 | $44.66K | 20,957 |
| Benjamin S. Nichols Chief Commercial Officer | Oct 15, 2026 | Option exercise | +6,946 | – | – | 22,934 |
| David Safran Director | Oct 9, 2026 | Award | +108 | – | – | 7,413 |
| David Safran Director | Oct 9, 2026 | Option exercise | +4,114 | – | – | 7,305 |
| David Safran Director | Sep 30, 2026 | Award | +1,135 | – | – | 3,191 |
| Richard P. Dealy Director | Sep 30, 2026 | Award | +1,333 | – | – | 47,093 |
| Joseph E. Reece Director | Sep 30, 2026 | Award | +1,702 | – | – | 97,372 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
3.96%
2M shares short
Days to cover
4.0
At 0M shares a day
Change since last report
+4.6%
From 2M shares
Short volume, 20 days
50.6%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Compass Minerals International's stock actually held short. Settlement fails (shares not delivered on time) peaked at 4,623 shares on Sep 8, 2026 over the last 90 days.
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 |
| Mary L. Frontczak 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 |
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