§ FINANCIAL SERVICES
USD · Financial ServicesCODI
COMPASS DIVERSIFIED HOLDINGS
USDSector · Financial ServicesBeta · 1.28
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
96 increased/new, 63 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 0.82 | EPS (TTM) | -3.02 |
| Dividend | 4.91% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | 5.0M | 0.0% | −3% |
| Allspring Global Investments Holdings, LLC | 4.3M | 0.1% | −0% |
| ADW Capital Management, LLC | 3.8M | 11.5% | n/a |
| BlackRock, Inc. | 3.7M | 0.0% | −11% |
| Mangrove Partners | 3.7M | 2.3% | ±0% |
| Western Standard LLC | 3.1M | 13.0% | +169% |
◇ AC INTELLIGENCE
Top institutional owners for CODI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER91.6% · 0 holders
OTHER4.6% · 108 holders
QUALITY / COMPOUNDER1.4% · 11 holders
DEALER / BANK0.8% · 23 holders
PASSIVE / INDEX0.7% · 7 holders
ACTIVIST0.4% · 1 holder
SYSTEMATIC / QUANT0.2% · 8 holders
TACTICAL / MACRO0.1% · 4 holders
INCOME / DEFENSIVE0.1% · 11 holders
DEEP VALUE0.0% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CODI in the last 180 days.