13FPulse
CM

CMP COMPASS MINERALS INTERNATION

2026Q2 · CUSIP 20451N101 · Sector: Materials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
226
Institutions that reported holding it to the SEC
Net increase in holders
+25
Last quarter 201 → now 226
How unusual is that
Top 20%
Stronger buying than 87% of US stocks
What the filings say, in one paragraph

226 funds held CMP at the end of 2026Q2, up 25 from the quarter before. That is stronger buying than 86.8% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $1.3B(YoY +5.5%), the P/E is 55.5x, return on equity is 7.0%. CMP has had 9 buying rushes in its history, and the price moved -0.6% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Materials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=215 2013Q4: holders=219 2014Q1: holders=241 2014Q2: holders=265 2014Q3: holders=263 2014Q4: holders=280 2015Q1: holders=276 2015Q2: holders=279 2015Q3: holders=266 2015Q4: holders=260 2016Q1: holders=262 2016Q2: holders=287 2016Q3: holders=255 2016Q4: holders=286 2017Q1: holders=297 2017Q2: holders=293 2017Q3: holders=294 2017Q4: holders=343 2018Q1: holders=313 2018Q2: holders=312 2018Q3: holders=303 2018Q4: holders=280 2019Q1: holders=298 2019Q2: holders=295 2019Q3: holders=295 2019Q4: holders=287 2020Q1: holders=267 2020Q2: holders=272 2020Q3: holders=272 2020Q4: holders=284 2021Q1: holders=272 2021Q2: holders=283 2021Q3: holders=288 2021Q4: holders=292 2022Q1: holders=292 2022Q2: holders=270 2022Q3: holders=270 2022Q4: holders=274 2023Q1: holders=260 2023Q2: holders=247 2023Q3: holders=246 2023Q4: holders=233 2024Q1: holders=222 2024Q2: holders=214 2024Q3: holders=218 2024Q4: holders=216 2025Q1: holders=206 2025Q2: holders=209 2025Q3: holders=199 2025Q4: holders=193 2026Q1: holders=201 2026Q2: holders=226 -49 -24.5 +0 +24.5 +49 173267361 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 9 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2019Q1 Top 20% -6.0% +4.7%
2017Q4 Top 10% +10.7% -0.4%
2017Q1 Top 20% -4.0% +0.5%
2016Q4 Top 20% -14.1% -17.2%
2016Q2 Top 10% +8.1% +11.2%
2014Q4 Top 20% -2.9% -6.5%
2014Q2 Top 10% +1.2% +6.0%
2014Q1 Top 10% -4.2% -3.1%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
113
Change in large funds
+19
Total value they hold
$1.2B
Funds buying for the first time
60
Funds that sold out entirely
35
Price change that quarter
-15.7%
Funds holding puts (bearish)
1
Funds holding calls (bullish)
3

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
55.5
EPS (TTM)
$0.44
EPS YoY
Revenue (TTM)
$1.3B
Revenue YoY
+5.5%
Net margin
1.4%
ROE
7.0%
Debt ratio
80.5%
FCF (TTM)
$78M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS -1.65 2021-12-31: EPS 0.07 2022-03-31: EPS -0.36 2022-06-30: EPS -0.23 2022-09-30: EPS -0.11 2022-12-31: EPS -0.01 2023-03-31: EPS -0.53 2023-06-30: EPS 0.88 2023-09-30: EPS -0.09 2023-12-31: EPS -1.83 2024-03-31: EPS -0.94 2024-06-30: EPS -1.05 2024-09-30: EPS -1.17 2024-12-31: EPS -0.57 2025-03-31: EPS -0.77 2025-06-30: EPS -0.41 2025-09-30: EPS -0.16 2025-12-31: EPS 0.43 2026-03-31: EPS 0.30 2026-06-30: EPS -0.13 0M 250M 500M $M -2.01 -0.52 0.97 201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
54 123 193 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-101M51M203M 20162017201820192020202120222023202420252026
Latest quarter $179M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.