13F
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COMPASS CAPITAL MANAGEMENT, INC

13F equity value
$1.7B
Positions
87
Top 10 concentration
37.1%
Quarters / total new picks
24 / 74
13F equity value over time
$0M$945M$2B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 24 quarters, returned +2.2% per quarter — versus +2.6% per quarter from simply owning every 13F stock. It beat that baseline in only 50.0% of quarters (excess t = -0.78, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-2.0%
t-stat
-0.78
Quarterly win rate
50%
Annualized excess
-2.5%
$1 → follow vs universe
$1.44 vs $1.66
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320190331: universe 0.98520190630: universe 1.05920190930: universe 1.13920191231: universe 0.91920200331: universe 1.10820200630: universe 1.22420200930: universe 1.50120201231: universe 1.56920210331: universe 1.58320210930: universe 1.42120211231: universe 1.20920220331: universe 1.29820221231: universe 1.20620230331: universe 1.27120231231: universe 1.32820240331: universe 1.35720240630: universe 1.48120241231: universe 1.38220250630: universe 1.42520250930: universe 1.60320251231: universe 1.658 20180331: follow 1.16820180630: follow 1.23920180930: follow 1.23320190331: follow 1.22820190630: follow 1.22920190930: follow 1.26420191231: follow 1.10420200331: follow 1.33120200630: follow 1.40020200930: follow 1.60720201231: follow 1.28820210331: follow 1.37920210930: follow 1.30720211231: follow 1.17320220331: follow 1.31820221231: follow 1.53320230331: follow 1.57720231231: follow 1.59320240331: follow 1.73920240630: follow 1.99820241231: follow 1.92020250630: follow 1.94320250930: follow 1.96720251231: follow 1.442 0.85 1.50 2.16 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 87 · 2026 Q1

Ticker Value Weight QoQ
MRK $71M
4.3%
TRIM
APH $68M
4.1%
TRIM
MSFT $63M
3.8%
ADD
WMT $61M
3.7%
TRIM
ICE $60M
3.6%
ADD
JNJ $60M
3.6%
TRIM
FAST $59M
3.6%
TRIM
GOOGL $59M
3.5%
TRIM
LIN $57M
3.4%
HOLD
MSI $56M
3.4%
TRIM
EXPD $55M
3.3%
TRIM
NVDA $55M
3.3%
TRIM
HD $55M
3.3%
ADD
V $54M
3.3%
TRIM
SPGI $54M
3.3%
ADD
ITW $54M
3.2%
TRIM
CHD $53M
3.2%
TRIM
SHW $53M
3.2%
TRIM
TMO $52M
3.1%
TRIM
SYK $51M
3.1%
TRIM

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

DHSDLNDONEPDIBMIWOIXJKIMMAINTVZ

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.