FFA
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Farther Finance Advisors’s Compass Diversified CODI Stock Holding History

Farther Finance Advisors’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
Q1 		$12.2K Buy
1,495
+389
+35% +$2.48K ﹤0.01% 3975
2025
Q4 		$5.31K Sell
1,106
-2,259
-67% -$14.3K ﹤0.01% 4278
2025
Q3 		$22.3K Buy
3,365
+2,782
+477% +$19.2K ﹤0.01% 2976
2025
Q2 		$3.66K Sell
583
-2,213
-79% -$24.6K ﹤0.01% 3487
2025
Q1 		$51.8K Buy
2,796
+577
+26% +$11.9K ﹤0.01% 1875
2024
Q4 		$51.2K Hold
2,219
– – ﹤0.01% 1653
2024
Q3 		$49.1K Buy
2,219
+1,625
+274% +$35.4K ﹤0.01% 1670
2024
Q2 		$12.9K Buy
594
+243
+69% +$5.47K ﹤0.01% 1970
2024
Q1 		$8.34K Sell
351
-700
-67% -$15.9K ﹤0.01% 1838
2023
Q4 		$23.6K Buy
1,051
+705
+204% +$13.8K ﹤0.01% 1293
2023
Q3 		$6.49K Buy
+346
New +$7.28K ﹤0.01% 1428

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
ACM
ADW Capital Management Miami Beach, Florida $229M AUM 11.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.22B AUM 49.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DSCM
Divisadero Street Capital Management Miami, Florida $2.14B AUM 134.55% 1-Year Est. Return