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Insight Advisors’s Compass Diversified CODI Stock Holding History

Insight 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 		$130K Sell
16,575
-541
-3% -$3.44K 0.02% 233
2025
Q4 		$82.2K Buy
17,116
+2
+0% +$13 0.01% 280
2025
Q3 		$113K Sell
17,114
-2
-0% -$14 0.02% 283
2025
Q2 		$107K Buy
17,116
+2,440
+17% +$27.1K 0.02% 279
2025
Q1 		$274K Buy
14,676
+49
+0.3% +$1.01K 0.05% 233
2024
Q4 		$338K Buy
14,627
+51
+0.3% +$1.15K 0.06% 205
2024
Q3 		$323K Sell
14,576
-57
-0.4% -$1.24K 0.06% 219
2024
Q2 		$320K Buy
14,633
+46
+0.3% +$1.03K 0.06% 217
2024
Q1 		$351K Buy
+14,587
New +$332K 0.07% 210

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