It has come to our attention – and frankly, the attention of Kanen Wealth Management, which is a firm with considerably more coin than yours truly – that Compass, purveyors of cloud-based real estate sorcery, has attracted a significant influx of capital. Not just a sprinkle, mind you, but a full 1,573,950 shares added to their holdings during the last quarter. That translates to roughly $14.36 million, give or take a dragon’s hoard. And the value of their existing stake? It’s grown by a further $29.11 million, which, let’s be honest, is enough to buy a rather comfortable principality. Or a very large collection of garden gnomes.
Kanen, you see, now owns a substantial 20.52% slice of Compass, a firm valued at $329.38 million. Which, if you consider the sheer number of bricks and mortar involved in the real estate business, is a surprisingly small number of gold coins. They’ve clearly decided that Compass isn’t just building houses; they’re building something…different. Something involving algorithms and digital maps and, if I’m not mistaken, a worrying amount of data.1
Here’s a quick accounting of Kanen’s holdings, for those of you keeping score at home (and frankly, if you’re reading this, you probably are):
- NASDAQ:COMP: $67.59 million (20.5% of AUM)
- NASDAQ:ALLT: $45.04 million (13.9% of AUM)
- NYSE:BNED: $30.81 million (9.4% of AUM)
- NASDAQ:REAL: $29.34 million (8.9% of AUM)
- NASDAQ:INSE: $24.84 million (7.5% of AUM)
As of February 18th, 2026, Compass shares were trading at $10.46, a 31.1% jump over the previous year. They’ve even managed to outperform the S&P 500 by a respectable 18.81 percentage points. Which, in the world of investment, is akin to winning a staring contest with a basilisk. Impressive, if a little unnerving.
A Brief Survey of the Compass Estate
| Metric | Value |
|---|---|
| Price (as of market close February 18, 2026) | $10.46 |
| Market capitalization | $7.54 billion |
| Revenue (TTM) | $6.64 billion |
| Net income (TTM) | ($56.40 million) |
Compass, for the uninitiated, provides a cloud-based platform for the noble art of house-selling. They offer integrated software for managing relationships, marketing, client service, and all the other paraphernalia that goes with moving people from one patch of land to another. They operate primarily in the United States, and their focus is on leveraging technology to streamline the process. Essentially, they’re trying to make buying and selling a house less…agonizing.2
With $6.64 billion in trailing twelve-month revenue and a market capitalization of $7.54 billion, Compass is a considerable force in the real estate landscape. They’re not just building a business; they’re building a system. A system that, if it works, could fundamentally alter the way we think about property.
What Does This All Mean for the Prudent Investor?
Kanen’s decision to acquire 1.6 million shares of Compass isn’t a whim. It’s a statement. A rather large, financially-backed statement. They’ve gone from holding 13% of their assets in Compass in the third quarter of 2025 to a whopping 21% in the fourth. That’s not a tilt; that’s a full-on lean. And they aren’t known for throwing money at windmills.
Compass, it seems, is doing rather well for itself. They recently reported record revenue of $1.9 billion in the third quarter, a 24% year-over-year increase. They’re projecting sales of $1.6 to $1.7 billion in the fourth quarter, a further increase over 2024’s $1.4 billion. They’ve also managed to build a strong balance sheet, with total assets of $1.6 billion compared to total liabilities of $775 million.
In short, Compass is delivering results. They’re growing revenue, improving profitability, and strengthening their financial position. It’s no wonder Kanen decided to increase their stake so dramatically. And given that Compass’s price-to-sales ratio is a reasonable 0.9, now might be a good time to consider adding a few shares to your own portfolio. Just remember, of course, that even the most carefully constructed investment strategy can be undone by a rogue dragon, an unexpected tax levy, or a sudden surge in the price of garden gnomes.3
1 Data, you see, is the new gold. Except it doesn’t glitter, and it’s far more easily lost.
2 The current process, let’s be honest, is designed to induce maximum stress and anxiety.
3 Garden gnomes, as any seasoned investor knows, are a leading indicator of economic instability.
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2026-02-20 00:13