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ARS Investment Partners’s Compass Diversified CODI Stock Holding History

ARS Investment Partners’s Portfolio CODI Stock Details CODI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$649K Buy
60,899
+7,643
+14% +$83.4K 0.03% 115
2026
Q1 		$419K Buy
53,256
+38,364
+258% +$244K 0.02% 128
2025
Q4 		$71.5K Sell
14,892
-2
-0% -$13 ﹤0.01% 193
2025
Q3 		$98.6K Sell
14,894
-1
-0% -$7 0.01% 199
2025
Q2 		$93.5K Buy
+14,895
New +$166K 0.01% 182

Other funds holding CODI

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $467M AUM 9.2% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.21B AUM 70.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ARS Investment Partners's CODI Position: Q2 2026 in Review

ARS Investment Partners increased its Compass Diversified (CODI) stake by 14% in Q2 2026, buying an estimated $83.4K and bringing the position to 60,899 shares worth $649K. The position accounts for 0.03% of the portfolio, ranked #115.

ARS Investment Partners first reported a position in CODI in Q2 2025 and has held it in 5 quarters since. 182 funds tracked by Wall St. Rank hold CODI as of Q2 2026.

  • ARS Investment Partners held 60,899 shares of Compass Diversified worth $649K as of Q2 2026.
  • ARS Investment Partners bought 7,643 Compass Diversified shares in Q2 2026, an estimated $83.4K.
  • Compass Diversified made up 0.03% of ARS Investment Partners's portfolio in Q2 2026, its #115 holding.
  • ARS Investment Partners first reported a position in Compass Diversified in Q2 2025 and has held it in 5 quarters since.
  • 182 funds tracked by Wall St. Rank held Compass Diversified as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.