Skip to content

CODI COMPASS DIVERSIFIED

Follow

COMMON STOCK (common), issuer CIK 1345126

217 managers (220 13F filers) reported a position in CODI shares at 2025-06-30, 46,727,227 shares in all. 51 filers opened a position and 66 filers sold out during the quarter.

Managers
217
13F filers
220
New
51
Added
78
Reduced
55
Sold out
66
Shares held by filers
46,727,227

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Perkins Coie Trust Co358$2.25K<0.01%013F-HRTimeline
Navigoe, LLC440$2K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.282$2K<0.01%-4913F-HRTimeline
Bare Financial Services, Inc309$1.94K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC300$1.88K<0.01%-30013F-HRTimeline
WOLFF WIESE MAGANA LLC280$1.76K<0.01%013F-HRTimeline
Essential Partners LLC255$1.6K<0.01%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC250$1.57K<0.01%-40013F-HRTimelineGroup
Cornerstone Planning Group LLC219$1.53K<0.01%new13F-HRTimeline
Binnacle Investments Inc200$1.26K<0.01%new13F-HRTimeline
Safe Harbor Fiduciary, LLC100$628<0.01%013F-HRTimeline
Point72 Hong Kong Ltd88$551<0.01%-42413F-HRTimeline
GAMMA Investing LLC86$540<0.01%-11513F-HRTimeline
ROTHSCHILD INVESTMENT LLC55$345<0.01%-8013F-HRTimeline
Smartleaf Asset Management LLC52$324<0.01%-23413F-HRTimeline
Kozak & Associates, Inc.1$3<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.