Compass Minerals (CMP) is Facing Fundamental Problems
Investment management company Cove Street Capital recently released its “Small Cap Value Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | SailingStone Capital Partners Mackenzie B. Davis And Kenneth L. Settles Jr | 4,775,013 | $57,395,656 | +106% | 18.03% |
2. | Select Equity Group Robert Joseph Caruso | 1,495,474 | $17,975,597 | -49% | 0.06% |
3. | D E Shaw D. E. Shaw | 1,483,243 | $17,828,581 | +12% | 0.01% |
4. | SW Investment Management Stephen White | 1,000,000 | $12,020,000 | +234% | 3.17% |
5. | Invenomic Capital Management Ali Motamed | 969,085 | $11,648,402 | +24% | 0.64% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$21.24 | 5,000 | Director | 16,000 | 2024-01-22 | Filing | |
$26.85 | 3,503 | Officer | 30,000 | 2023-09-21 | Filing | |
$34.21 | 1,450 | Officer, Director | 51,745 | 2022-06-17 | Filing | |
$37.48 | 1,330 | Officer, Director | 50,295 | 2022-06-15 | Filing | |
$37.03 | 1,000 | Officer | 4,489 | 2022-06-15 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$46.16 | 7,644 | Officer | 26,497 | 2023-01-18 | Filing | |
$67.67 | 13,059 | Officer | 9,226 | 2021-09-07 | Filing | |
$70.72 | 1,250 | Director | 3,330 | 2021-05-14 | Filing | |
$69.04 | 600 | Director | 496 | 2018-05-15 | Filing | |
$63.21 | 298 | Officer | 1,340 | 2018-03-12 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 7,034,609 | $178,116,300 | 20.04% | |
2. | 6,093,043 | $154,275,848 | 0% | |
3. | 4,418,729 | $111,882,219 | 0% | |
4. | 2,601,057 | $65,858,763 | 0% | |
5. | 1,262,672 | $31,970,855 | 0.88% |