COMPASS DIVERSIFIED HOLDINGS (CODI) Institutional Ownership

CODI is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $30.29M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is ADW Capital Management, which reported ownership valued at approximately $29.48M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, ADW Capital Management's CODI position is now estimated to be worth approximately $37.20M, representing an estimated gain of +26.21% since the filing period.

Major shareholders tracked on this page include ADW Capital Management, Renaissance Technologies LLC, Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks disclosed ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward COMPASS DIVERSIFIED HOLDINGS (CODI).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20263$30,292,3423,853,987
Q4 20251$49,56210,325
Q3 20251$78,78111,900
Q2 20252$1,361,262216,761
Q1 20252$3,534,940189,338
Q4 20241$254,33411,020
Q3 20242$566,55325,601
Q2 20242$2,503,887114,385
Q1 20242$264,38326,568
Q4 20232$246,80052,252
Q3 20232$207,200118,731
Q2 20231$236,74110,915