COMPASS DIVERSIFIED HOLDINGS (CODI) Institutional Ownership Changes & 13F Activity

COMPASS DIVERSIFIED HOLDINGS (CODI) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include ADW Capital Management, Renaissance Technologies LLC, Sequoia Financial Advisors, and Miller Value Partners.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026ADW Capital ManagementBuy3,750,0003,750,000$29,475,000
Q1 2026Renaissance Technologies LLCSell-112,09393,607$735,751
Q1 2026Sequoia Financial AdvisorsBuy5510,380$81,591
Q4 2025Sequoia Financial AdvisorsSell-1,57510,325$49,562
Q3 2025Sequoia Financial AdvisorsBuy83911,900$78,781
Q2 2025Renaissance Technologies LLCBuy27,400205,700$1,291,796
Q2 2025Sequoia Financial AdvisorsBuy2311,061$69,466
Q1 2025Renaissance Technologies LLCBuy163,700178,300$3,328,861
Q1 2025Sequoia Financial AdvisorsBuy1811,038$206,079
Q4 2024Sequoia Financial AdvisorsBuy1911,020$254,334
Q3 2024Renaissance Technologies LLCSell-88,80014,600$323,098
Q3 2024Sequoia Financial AdvisorsBuy1611,001$243,455
Q2 2024Renaissance Technologies LLCBuy87,800103,400$2,263,426
Q2 2024Sequoia Financial AdvisorsBuy1710,985$240,461
Q1 2024Renaissance Technologies LLCSell-25,70015,600$375
Q1 2024Sequoia Financial AdvisorsBuy1610,968$264,008
Q4 2023Renaissance Technologies LLCSell-66,50041,300$927
Q4 2023Sequoia Financial AdvisorsBuy2110,952$245,873
Q3 2023Renaissance Technologies LLCBuy89,800107,800$2,023
Q3 2023Sequoia Financial AdvisorsBuy1610,931$205,177
Q2 2023Sequoia Financial AdvisorsBuy1910,915$236,741
Q1 2023Sequoia Financial AdvisorsBuy1710,896$207,891
Q4 2022Sequoia Financial AdvisorsBuy10,87910,879$198,328
Q1 2022Renaissance Technologies LLCSell-259,88318,000$428
Q4 2021Renaissance Technologies LLCBuy177,683277,883$8,498
Q3 2021Renaissance Technologies LLCBuy84,140100,200$2,823
Q3 2019Renaissance Technologies LLCSell-165,96316,060$317
Q2 2019Renaissance Technologies LLCBuy88,800182,023$3,478
Q4 2018Renaissance Technologies LLCSell-132,30893,223$1,161
Q3 2018Renaissance Technologies LLCBuy54,008225,531$4,093

Frequently asked questions about CODI activity

  • Which institutional owners are buying CODI?

    Institutional owners buying CODI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CODI activity?

    "Buy" means an investor increased their reported position in CODI compared to the prior reporting period. This reflects growing exposure to COMPASS DIVERSIFIED HOLDINGS (CODI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CODI increasing?

    Institutional interest in CODI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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