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CODI · Compass Diversified Holdings
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CODI Compass Diversified (CODI) Insider Trading, Ownership & Congress Trades

Consumer Goods · Household furniture · CIK 0001345126
Quote by TradingView
Cluster · 6 insiders
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
85
13F, latest reported quarter

What the filings say about CODI

Insiders, 180 days
+$2.4M net bought
6 buyers
Congress, 1 year
0 bought · 1 sold
Latest: sale, 2026-05-05

Compass Diversified insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Compass Diversified Holdings insiders bought a net $2.4M of stock across 113 Form 4 purchases and sales, with 6 insiders buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Kim Eugene L.
BUY
2026-08-27 SECtraded 2026-08-26
20,000
$229.4K
-10.4%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 100.0% of the 20,000 shares held after it.
  • 5 other insiders bought within 30 days.
  • 85 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Kim Eugene L. bought about $229.4K of CODI on Aug 26, 2026; 5 other insiders bought within 30 days and 85 funds added in the latest 13F quarter.
RICHTER GLENN R
BUY
2026-08-18 SECtraded 2026-08-14
38,051
$500.0K
-11.5%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 100.0% of the 38,051 shares held after it.
  • 5 other insiders bought within 30 days.
  • 85 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider RICHTER GLENN R bought about $500.0K of CODI on Aug 14, 2026; 5 other insiders bought within 30 days and 85 funds added in the latest 13F quarter.
Sawtelle Zachary T.
BUY
2026-08-13 SEC
7,000
$87.2K
-19.3%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Aug 12, 2026.
  • The trade is 11.0% of the 63,588 shares held after it.
  • 5 other insiders bought within 30 days.
  • 85 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Sawtelle Zachary T. bought about $87.2K of CODI on Aug 13, 2026; 5 other insiders bought within 30 days and 85 funds added in the latest 13F quarter.
ENTERLINE LARRY L
BUY
2026-08-14 SECtraded 2026-08-13
67,114
$833.4K
-15.2%
Context
  • 4 earlier Form 4 trades (code P or S) here by this insider (4 buys), the last on May 28, 2024.
  • -0.7% median (-4.4% mean) 90-day return after 4 previous buys.
  • The trade is 67.1% of the 100,000 shares held after it.
  • 5 other insiders bought within 30 days.
  • 85 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider ENTERLINE LARRY L bought about $833.4K of CODI on Aug 13, 2026, the largest insider purchase at the company since 2023; 5 other insiders bought within 30 days and 85 funds added in the latest 13F quarter.
Sawtelle Zachary T.
BUY
2026-08-18 SECtraded 2026-08-13
17,000
$211.1K
-11.5%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Aug 12, 2026.
  • The trade is 23.1% of the 73,588 shares held after it.
  • 5 other insiders bought within 30 days.
  • 85 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Sawtelle Zachary T. bought about $211.1K of CODI on Aug 13, 2026; 5 other insiders bought within 30 days and 85 funds added in the latest 13F quarter.
113 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 108 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net +$2.4M over 180 days
+$2.4M over 90 days
the highest in Consumer Goods
Congress
no House purchase disclosed in the last 12 months
Funds
85 funds bought in last quarter
below 52% of Consumer Goods
Revenue
+4.8% year over year
more than 60% of Consumer Goods
Margin
-12.1% net margin
below 77% of Consumer Goods
Buybacks
no share repurchases reported
Short interest
6.7% of the float short (float per yahoo 2026-10-27) · 7.7 days to cover · settled 2026-10-15
more than 72% of Consumer Goods
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch CODI

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The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+34.3%12M
-39%-4%+31%+66%2025-102025-122026-022026-042026-062026-082026-10 2026-08-13 · ENTERLINE LARRY L bought $833.4K2026-08-14 · RICHTER GLENN R bought $500.0K2026-08-12 · Sawtelle Zachary T. bought $299.7K2026-08-26 · Kim Eugene L. bought $229.4K2026-08-13 · Sawtelle Zachary T. bought $211.1K2026-04-06 · Keller Stephen bought $173.2K2026-08-12 · SHAFFER TERI bought $145.6K2026-08-12 · Keller Stephen bought $120.1K2026-08-13 · Sawtelle Zachary T. bought $87.2K2026-04-06 · Keller Stephen bought $85.0K2026-02-25 · ADW Capital Partners, L.P. filed a 5%+ stake (7.6%)2026-02-25 · ADW Capital Management, LLC filed a 5%+ stake (7.6%)2026-02-25 · Adam D. Wyden filed a 5%+ stake (7.6%)
Insider buy13D/G stake
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns CODI: institutional holders (13F)

13F holdings, latest reported quarter
Allspring Global Investments Holdings, LLC
3,815,756 sh
$44.2M
AMERICAN CENTURY COMPANIES INC
4,073,422 sh
$43.4M
BlackRock, Inc.
3,986,638 sh
$42.5M
ADW Capital Management, LLC
3,750,000 sh
$40.0M
MANGROVE PARTNERS IM, LLC
3,684,800 sh
$39.3M

Congress trades in CODI

STOCK Act disclosures, US House only, filed up to 45 days after the trade
Brian Babin
Sold 2026-05-05 · disclosed 13 days later
$1,001 - $15,000
All stocks members of Congress are buying · Every member's trades

Activist and 5% holders (13D/13G)

13D: intends to influence · 13G: passive
ADW Capital Partners, L.P.
Activist 13D · 2026-02-25
7.6%
ADW Capital Management, LLC
Activist 13D · 2026-02-25
7.6%
Adam D. Wyden
Activist 13D · 2026-02-25
7.6%

CODI planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

CODI mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Brighthouse Small Cap Value Portfolio
$7.2M position · as of 2026-06-30
1.0%
Allspring Special Small Cap Value Fund
$28.7M position · as of 2026-06-30
1.0%
MML VIP American Century Small Company Value Fund
$456.3K position · as of 2026-06-30
0.8%
Small Cap Value Fund
$23.6M position · as of 2026-06-30
0.8%
NVIT Small Cap Value Fund
$1.6M position · as of 2026-06-30
0.7%
American Century Small Cap Value Insights ETF
$82.3K position · as of 2026-05-31
0.6%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
6 insiders reported buying shares.
The record shows a net $2.4M bought by insiders over 180 days, 85 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
ELFFNKOPTONPGVTSIECLATERELMHKCHDCALLEVI

CODI financials

Revenue growth
+4.8%
XBRL, annual
Net margin
-12.1%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$1.8B
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
-5.3%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
$79.6M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
3.35x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Cash flow to debt
0.07x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Return on equity
-17.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
-3.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on capital employed
+3.9%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Enterprise value
$2.3B
market value at close 2026-10-26 on 2026-08-06 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
FCF yield
+10.3%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122024-092024-06
Revenue$1.9B$2.2Bn/an/a
Gross profit$814.4M$750.4Mn/an/a
Operating income$11.1M-$14.9Mn/an/a
Net income-$226.4M-$208.9Mn/an/a
EPS (diluted)-3.59-3.83n/an/a
Operating cash flow-$6.8M-$151.1Mn/an/a
Cash$68.0M$59.7M$64.9M$61.5M
Long-term debt$1.8B$0$0$0
Buybacks$0$9.6Mn/an/a
SEC XBRL, fiscal years, as known on 2026-10-28

CODI Stock Sonar score 6/7 axes

Find similar shapesCompare

CODI ranks highest on insider conviction (99th percentile) and growth (60th), and lowest on financial health (13th), among Consumer Goods peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
32
Inputs
  • Return on equity-17.7% · 20 pct, sector of 105
  • Return on assets-3.1% · 33 pct, sector of 124
  • Return on invested capitalpre-tax loss, no effective tax rate to apply
  • Return on capital employed+3.9% · 44 pct, sector of 108
Financial health
13
Inputs
  • Debt to equity3.35x · 4 pct, sector of 112
  • Cash flow to debt0.07x · 23 pct, sector of 96
Growth
60
Inputs
  • Revenue growth, YoY+4.8% · 60 pct, sector of 145
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
100
Inputs
  • Net Form 4 buying (codes P and S), 180d$2.4M · 100 pct, sector of 80
  • Insider buyers, 180d6 · 100 pct, sector of 80
Institutional and government
29
Inputs
  • Funds adding, latest quarter85 · 48 pct, sector of 123
  • Congress net buyers, 365d-1 · 11 pct, universe of 718
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
47
Inputs
  • Short interest, % of float+6.7% · 37 pct, sector of 159
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5y0.00 per $1B · 100 pct, sector of 102
  • New text in Risk Factors, latest 10-K+36.9% · 5 pct, sector of 111
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

CODI filings, in plain words

Are Compass Diversified insiders buying or selling CODI?

In the 180 days to 2026-10-28, Compass Diversified insiders were net buyers, a net $2.4M across purchases and sales reported on Form 4, by 6 buyers.

Have members of Congress traded CODI?

Yes. In the year to 2026-10-28, 0 House members disclosed buying CODI and 1 House member disclosed selling it; the latest on record is a sale by Brian Babin dated 2026-05-05.

Read the full summary

In the 180 days to 2026-10-28, Compass Diversified insiders were net buyers of CODI, a net $2.4M across purchases and sales reported on Form 4 by 6 buyers. 6 different insiders reported purchases within the last 90 days, a cluster buy, which is rarer than a single purchase. In the year to 2026-10-28, 0 members of Congress disclosed buying CODI and 1 member disclosed selling it; the latest on record is a sale by Brian Babin dated 2026-05-05. The latest 5% ownership filing is a 13D by ADW Capital Partners, L.P., filed 2026-02-25, for 7.6% of the class. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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