Institutional shares held 48.1 Million
270K calls
470K puts
Total value of holdings $277M
$1.55M calls
$2.7M puts
Market Cap $412M
71,725,504 Shares Out.
Institutional ownership 67.09%
# of Institutions 246


Latest Institutional Activity in CODI

Top Purchases

Q3 2025
D. E. Shaw & Co., Inc. Shares Held: 3.67M ($21.1M)
Q3 2025
Mangrove Partners Shares Held: 3.68M ($21.2M)
Q3 2025
Jacobs Levy Equity Management, Inc Shares Held: 1.12M ($6.45M)
Q3 2025
Aqr Capital Management LLC Shares Held: 746K ($4.29M)
Q3 2025
Millennium Management LLC Shares Held: 1.16M ($6.65M)

Top Sells

Q3 2025
Vanguard Group Inc Shares Held: 2.83M ($16.3M)
Q3 2025
Allspring Global Investments Holdings, LLC Shares Held: 4.3M ($24.7M)
Q3 2025
American Century Companies Inc Shares Held: 4.96M ($28.5M)
Q3 2025
Engineers Gate Manager LP Shares Held: 196K ($1.13M)
Q3 2025
Ubs Group Ag Shares Held: 643K ($3.7M)

About CODI

Compass Diversified is a private equity firm specializing in add on acquisitions, buyouts, industry consolidation, recapitalization, late stage and middle market investments. It seeks to invest in niche industrial or branded consumer companies, manufacturing, distribution, consumer products, business services sector, safety & security, electronic components, food, foodservice. The firm prefers to invest in companies based in North America. It seeks to invest between $100 million and $800 million in companies with an EBITDA between $15 million to $80 million. It seeks to acquire controlling ownership interests in its portfolio companies and can make additional platform acquisitions. The firm prefer to have majority stake in companies. The firm invests through its balance sheet and typically holds investments between five to seven years. Compass Diversified was founded in 2005 and is based in Westport, Connecticut with an additional office in Costa Mesa, California.


Insider Transactions at CODI

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
1.5K Shares
From 1 Insiders
Open market or private purchase 1.5K shares
Sell / Disposition
0 Shares
From 0 Insiders

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