Institutional shares held 43.2 Million
141K calls
43.8K puts
Total value of holdings $927M
$3.03M calls
$941K puts
Market Cap $1.54B
71,725,504 Shares Out.
Institutional ownership 60.17%
# of Institutions 222


Latest Institutional Activity in CODI

Top Purchases

Q4 2024
Bard Financial Services, Inc. Shares Held: 8.93K ($192K)
Q4 2024
Janney Montgomery Scott LLC Shares Held: 227K ($4.89M)
Q4 2024
Sg Americas Securities, LLC Shares Held: 18.9K ($407K)
Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc. Shares Held: 3.19K ($68.6K)
Q4 2024
Peak Financial Advisors LLC Shares Held: 25.3K ($544K)

Top Sells

Q4 2024
Gilman Hill Asset Management, LLC Shares Held: 374K ($8.05M)
Q4 2024
Inspire Investing, LLC Shares Held: 17.3K ($372K)
Q4 2024
Dakota Wealth Management Shares Held: 27.9K ($601K)
Q4 2024
Davis Capital Management Shares Held: 56 ($1.2K)
Q3 2024
Charles Schwab Investment Management Inc Shares Held: 395K ($8.48M)

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
240K Shares
From 12 Insiders
Open market or private purchase 240K shares
Sell / Disposition
543K Shares
From 1 Insiders
Open market or private sale 543K shares

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