COMP
Compass Inc - Class A
3 super-investors hold COMP worth a combined $117M. The largest position: Lee Ainslie at 0.4% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 22 — ranked #611 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own COMP
Interest in COMP within this cohort is nascent and thin: only three managers hold the stock, with combined exposure of $117M and no single portfolio allocating more than 0.4%. The owner count stood at just one as recently as last quarter, and the sole new entrant in 2026Q1 is Third Avenue Management with a modest $1M position. Joel Greenblatt carries the largest dollar exposure at $78M despite it representing only 0.1% of his portfolio, while Lee Ainslie holds the highest concentration at 0.4%. No one added or trimmed existing stakes this quarter. The trend line shows essentially zero cohort interest through eight quarters until a single holder appeared one quarter ago — interest is technically rising, but from a near-zero base.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.1% | 18q | $78M | 10,685,017 |
| 2 | Lee Ainslie | 0.4% | 3q | $38M | 5,172,396 |
| 3 | Third Avenue Management | 0.2% | — 1q | $1M | 187,469 |
Owners of COMP also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Third Avenue Management | NEW | 0.2% | +100% | $1M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 20464U100. Not investment advice.