Compass Diversified Holdings (CODI)
- Sector
- Financial Services
- Last price
- $10.77
- As of
Kresmion compiles this page from CODI's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
Compass Diversified Holdings (CODI): 3 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-10-01.
See the full CODI dossier
Price with insider and filing markers, who is positioning, fundamentals and peers for CODI on one page. Preview it with sample data, then open it live with a free account.
Preview the CODI dossierActive events for CODI
- high13F: funds added
3 tracked funds increased CODI this 2026Q2, institutional consensus
- mediumEarnings below estimates
Q2-2026: Missed consensus by 195.9%, EPS $-0.09 vs $0.0938 estimate
- high13F: large increase
CITADEL ADVISORS LLC added +105% to CODI (2026Q2)
- high13F: large increase
CITADEL ADVISORS LLC added +3527% to CODI (2026Q2)
- high13F: large increase
CITADEL ADVISORS LLC added +1759% to CODI (2026Q2)
FREE, NO ACCOUNT
Every event on CODI, as it fires
You are seeing 5 of 12 events recorded on CODI since 2026-05-29.
The five above landed across 3 days. The other 7 were recorded on 3 other days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in CODI (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| D. E. Shaw & Co., Inc.CUSIP 20451Q104 · 2026Q2 | $30.6M | 0.01% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 20451Q104 · 2026Q2 | $7.1M | 0.00% | , |
| CITADEL ADVISORS LLCCUSIP 20451Q104 · 2026Q2 | $3.4M | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, CODI
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
CODI mentioned in Kresmion daily briefs
CODI against its peers
CODI's operating margin of 0.6% ranks in the 22nd percentile of 15 Financial Services sub-industry peers, fiscal periods ending between 2025-09-30 and 2025-12-31.
| Metric | CODI | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 1.9B USD | 837M USD | 88 | 19 |
| Gross margin | 43.5% | 64.3% | 21 | 6 |
| Operating margin | 0.6% | 11.7% | 22 | 15 |
| Net margin | -12.1% | 8.1% | 8 | 19 |
| Return on equity | -51.2% | 11.8% | 2 | 22 |
| P / E | n/a | 16.7x | n/a | 13 |
Peers (22): NAVI, GCMG, TIGR, PRAA, NRDS, OPY, WD, OPFI, HAPN, LPRO.D, EZPW, ETOR, MQ, EVTC, PSFE, ECPG, UPST, EEFT, FLYW, PAYO, APAM, SII. Left out: UWMC (no annual filing), STNE (period gap), PAGS (period gap). Fiscal periods ending between 2025-09-30 and 2025-12-31. Every figure is one full fiscal year read from one annual filing (CODI: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
Related tickers
Follow CODI on a live board
Kresmion is a cross-asset market-intelligence terminal. Open a board scoped to CODI for its filings, 13F changes, insider trades, options positioning, and confluence read in one view, each with its source.