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GAMMA Investing’s Compass Diversified CODI Stock Holding History

GAMMA Investing’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 		$36.8K Buy
3,451
+372
+12% +$4.06K ﹤0.01% 2506
2026
Q1 		$24.2K Buy
3,079
+2,119
+221% +$13.5K ﹤0.01% 2623
2025
Q4 		$4.61K Buy
960
+546
+132% +$3.45K ﹤0.01% 3321
2025
Q3 		$2.74K Buy
414
+328
+381% +$2.26K ﹤0.01% 3367
2025
Q2 		$540 Sell
86
-115
-57% -$1.28K ﹤0.01% 3624
2025
Q1 		$3.75K Sell
201
-61
-23% -$1.26K ﹤0.01% 3202
2024
Q4 		$6.05K Buy
262
+154
+143% +$3.46K ﹤0.01% 2836
2024
Q3 		$2.39K Buy
108
+26
+32% +$567 ﹤0.01% 3016
2024
Q2 		$1.79K Sell
82
-392
-83% -$8.82K ﹤0.01% 2910
2024
Q1 		$11.4K Buy
474
+401
+549% +$9.14K ﹤0.01% 1988
2023
Q4 		$1.61K Buy
+73
New +$1.43K ﹤0.01% 2649

Other funds holding CODI

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing's CODI Position: Q2 2026 in Review

GAMMA Investing increased its Compass Diversified (CODI) stake by 12% in Q2 2026, buying an estimated $4.06K and bringing the position to 3,451 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2506.

GAMMA Investing first reported a position in CODI in Q4 2023 and has held it in 11 quarters since. 15 funds tracked by Wall St. Rank hold CODI as of Q2 2026.

  • GAMMA Investing held 3,451 shares of Compass Diversified worth $36.8K as of Q2 2026.
  • GAMMA Investing bought 372 Compass Diversified shares in Q2 2026, an estimated $4.06K.
  • Compass Diversified made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2506 holding.
  • GAMMA Investing first reported a position in Compass Diversified in Q4 2023 and has held it in 11 quarters since.
  • 15 funds tracked by Wall St. Rank held Compass Diversified as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.