Institutional shares held 43.4 Million
141K calls
40.8K puts
Total value of holdings $890M
$2.89M calls
$836K puts
Market Cap $1.49B
71,725,504 Shares Out.
Institutional ownership 60.51%
# of Institutions 229


Latest Institutional Activity in CODI

Top Purchases

Q4 2024
Swedbank Ab Shares Held: 219K ($4.56M)
Q4 2024
Raymond James Financial Inc Shares Held: 184K ($3.84M)
Q4 2024
Allspring Global Investments Holdings, LLC Shares Held: 4.34M ($90.4M)
Q4 2024
Sei Investments CO Shares Held: 804K ($16.8M)
Q4 2024
Goldman Sachs Group Inc Shares Held: 268K ($5.58M)

Top Sells

Q4 2024
American Century Companies Inc Shares Held: 5.29M ($110M)
Q4 2024
Charles Schwab Investment Management Inc Shares Held: 281K ($5.85M)
Q4 2024
Gw&K Investment Management, LLC Shares Held: 1.44M ($30.1M)
Q4 2024
Royce & Associates LP Shares Held: 817K ($17M)
Q4 2024
Vanguard Group Inc Shares Held: 5.39M ($112M)

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
88.3K Shares
From 9 Insiders
Open market or private purchase 88.3K shares
Sell / Disposition
543K Shares
From 1 Insiders
Open market or private sale 543K shares

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