CMP

CMP

CMP

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2025 Q2 Aug 6, 2025 O’Keefe Stevens Advisory, Inc - - CMP AI, Cryptocurrency, Market Speculation, SPACs
2025 Q1 Apr 25, 2025 O’Keefe Stevens Advisory, Inc - - BMW GR, CMP, DGFIN, FPH, NVDA -
2024 Q1 Apr 15, 2024 Cove Street Capital Small Cap Value Fund 3.7% -6.0% CLMB, CMP, DCO, GLDD, HNRG, LFCR, LTRPA, PKE, RDVT, SSP, TBRG, TRU, VSAT, WMT -
2024 Q3 Sep 30, 2024 Cove Street Capital Small Cap Value Fund 3.7% -6.0% CLMB, CMP, OUT, RDVT, SSP, VSAT -
2022 Q3 Sep 30, 2022 Cove Street Capital Small Cap Value Fund 3.7% -6.0% AZZ, CARG, CMP, ECVT, GBLI, HCCI, LGF/A, VSAT, WSTG -
2024 Q2 Jun 30, 2024 Cove Street Capital Small Cap Value Fund 3.7% -6.0% AAP, CLVT, CMP, KBR, LFCR, LGF/B, NEU, NVDA, RDVT, SIX, SSP, SXI, VSAT -
2022 Q2 Jun 30, 2022 Bernzott Capital Advisors – US Small Cap 8.5% 8.5% CADE, CMP, HHC, QUOT, TREE, TRNO -
2022 Q2 Jun 30, 2022 Cove Street Capital Small Cap Value Fund 3.7% -6.0% BKEP, CMP, HNRG, INFU, LGF/B, VSAT, WTM -
2023 Q1 Mar 31, 2023 Cove Street Capital Small Cap Value Fund 3.7% -6.0% CLMB, CMP, ECVT, GLDD, GMED, HNRG, LFCR, LGF/B, NUVA, SSP, TIGO, VMD -
2022 Q1 Mar 31, 2022 Bernzott Capital Advisors – US Small Cap 8.5% 8.5% CMP, HALO, HCI, HI, JBI, MP, VNOM -

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 24, 2025 Value Investors Club HTC2012 Compass Minerals International Inc. Materials Chemicals Bull NYSE Activism, Fertilizer, Fire retardant exit, Minerals, Salt, turnaround, value unlock
Oct 8, 2025 Seeking Alpha Seeking Alpha Compass Minerals International Other Industrial Metals & Mining Bull Compass Minerals International, cost-cutting, net debt, New York Stock Exchange, operational improvements, plant nutrition, Revenue Growth, sales volumes, salt production, valuation multiples

BSD Shareholders of CMP

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.