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Atria Investments’s Compass Diversified CODI Stock Holding History

Atria Investments’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
2025
Q2 		– Sell
-81,713
Closed -$1.53M – 2001
2025
Q1 		$1.53M Buy
81,713
+8,333
+11% +$172K 0.02% 824
2024
Q4 		$1.69M Buy
73,380
+6,008
+9% +$135K 0.02% 747
2024
Q3 		$1.49M Buy
67,372
+2,721
+4% +$59.3K 0.02% 776
2024
Q2 		$1.42M Buy
64,651
+3,642
+6% +$81.9K 0.02% 779
2024
Q1 		$1.47M Sell
61,009
-3,831
-6% -$87.3K 0.02% 782
2023
Q4 		$1.46M Sell
64,840
-6,079
-9% -$119K 0.02% 731
2023
Q3 		$1.33M Buy
70,919
+1,907
+3% +$40.1K 0.02% 726
2023
Q2 		$1.5M Sell
69,012
-166
-0.2% -$3.3K 0.03% 666
2023
Q1 		$1.32M Buy
+69,178
New +$1.42M 0.03% 697
2018
Q2 		– Sell
-15,312
Closed -$251K – 958
2018
Q1 		$251K Buy
15,312
+3,012
+24% +$50.6K 0.01% 732
2017
Q4 		$208K Buy
+12,300
New +$211K 0.01% 759

Other funds holding CODI

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atria Investments's CODI Position: Q2 2025 in Review

Atria Investments sold out of Compass Diversified (CODI) in Q2 2025, closing a stake of 81,713 shares — an estimated $1.53M sold.

Atria Investments first reported a position in CODI in Q4 2017 and held it in 11 quarters. The position peaked at $1.69M in Q4 2024. 219 funds tracked by Wall St. Rank hold CODI as of Q2 2025.

  • Atria Investments reported no remaining Compass Diversified position as of Q2 2025 after selling out during the quarter.
  • Atria Investments sold 81,713 Compass Diversified shares in Q2 2025, an estimated $1.53M.
  • Atria Investments first reported a position in Compass Diversified in Q4 2017 and held it in 11 quarters.
  • Atria Investments's Compass Diversified position peaked at $1.69M in Q4 2024.
  • 219 funds tracked by Wall St. Rank held Compass Diversified as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.