5 days ago
O'Keefe Stevens' New Portfolio Addition: Compass Minerals (CMP)
O'keefe Stevens Advisory, an investment advisory firm, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The firm views AI as a dominant theme in today's market landscape, continuously exploring new and innovative applications. Its ability to transform workflows has proven to be impactful. While stories of AI errors often capture attention, they tend to overshadow the broader paradigm shift underway. For investment analysts, the ability to distinguish meaningful insights from AI-generated 'hallucinations' is becoming an essential and strategic skill. In addition, please check the top 5 holdings of the strategy to know its best pick in 2025.
In its second-quarter 2025 investor letter, O'keefe Stevens Advisory highlighted stocks such as Compass Minerals International, Inc. (NYSE:CMP). Compass Minerals International, Inc. (NYSE:CMP) is an essential minerals provider that operates through Salt and Plant Nutrition segments. The one-month return of Compass Minerals International, Inc. (NYSE:CMP) was -2.77%, and its shares gained 111.23% of their value over the last 52 weeks. On August 8, 2025, Compass Minerals International, Inc. (NYSE:CMP) stock closed at $21.44 per share, with a market capitalization of $892.344 million.
O'keefe Stevens Advisory stated the following regarding Compass Minerals International, Inc. (NYSE:CMP) in its second quarter 2025 investor letter:
We added one new position during the quarter, Compass Minerals International, Inc. (NYSE:CMP). Never dismiss where an idea might come from. Waiting in line to get a smoothie and chatting with the guy behind you might be the most unconventional inspiration I've heard in a while. Right place, right time.
A close up of an essential mineral being extracted from a large rock wall.
Compass Minerals International, Inc. (NYSE:CMP) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 26 hedge fund portfolios held Compass Minerals International, Inc. (NYSE:CMP) at the end of the first quarter, which was 31 in the previous quarter. For the second quarter of 2025, Compass Minerals International, Inc. (NYSE:CMP) reported consolidated revenue of $495 million, a 36% increase year-over-year. While we acknowledge the potential of Compass Minerals International, Inc. (NYSE:CMP) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In another article, we covered Compass Minerals International, Inc. (NYSE:CMP) and shared the list of metal stocks with insider buying in 2025. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.
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