Engine Capital Management, LP: COMPASS MINERALS INTL INC (CMP): Quarterly 13F Position History
As of Q1 2026, Engine Capital Management, LP reported 1,439,065 shares of COMPASS MINERALS INTL INC (CMP), worth $33.6M and representing 4.1% of its 13F equity book. Quarter-over-quarter share count change: + 1,055,740 (+275.4%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 1,439,065Shares Held (Latest Filing)
- $33.6MReported Market Value (Latest Filing)
- 4.1%Portfolio Weight (% of 13F Equity Book)
- +1,055,740Quarter-over-Quarter Share Change
- +$26.1MQuarter-over-Quarter Value Change
- 1,439,065Peak Reported Shares (Historical)
Recent initiation: Engine Capital Management, LP first reported CMP on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,439,065 | +1,055,740 | +275.4% | $33.6M | 4.1% | $23.4 |
| Q4 2025 | 383,325 | — | — | $7.5M | 1.0% | $19.6 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Engine Capital Management, LP first disclose a CMP position in 13F-HR filings?
Engine Capital Management, LP first reported COMPASS MINERALS INTL INC (CMP) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Engine Capital Management, LP's most recent quarter-over-quarter share-count change in CMP?
Between Q4 2025 and Q1 2026, Engine Capital Management, LP added 1,055,740 shares of CMP (+275.4%), bringing the total reported position to 1,439,065 shares at a market value of $33.6M.
Does the implied price-per-share represent Engine Capital Management, LP's cost basis in CMP?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.