Compass Minerals International INC

• O'Keefe Stevens Advisory Quarterly Investor Letter Q2 2025 ↗ O'Keefe Stevens Advisory added Compass Minerals, citing its salt-asset advantages, strategic reset, working-capital release and debt refinancing as catalysts. The firm also examines revived SPAC issuance and Bitcoin treasury companies, warning that crypto-funded equity strategies could unravel if valuations fall toward net asset value. Q2 2025 CMP $964MMPLY
• O'Keefe Stevens Advisory Quarterly Investor Letter Q3 2025 ↗ O'Keefe Stevens Advisory cautions that AI and crypto enthusiasm has pushed parts of the market toward speculative pricing while retaining exposure to capital-light infrastructure beneficiaries such as Corning and NVIDIA. The firm sold Donnelley Financial, Lazard and Capstone Copper, started Topgolf Callaway Brands, and found Compass Minerals' new management focused on maintenance, safety and capital discipline. Q3 2025 GLW $136BCMP $964MCSCCY $11B +4
• O'Keefe Stevens Advisory Quarterly Investor Letter Q1 2025 ↗ O'Keefe Stevens Advisory argues that punitive reactions to earnings misses require tighter position sizing and create opportunities to add to businesses facing temporary setbacks. It defends Donnelley Financial’s software growth, remains bullish on Five Point Holdings, and initiated positions in BMW, Mercedes-Benz and Compass Minerals. Q1 2025 BMW CMP $964MDFIN $1.2B +3

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