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J. Goldman & Co’s Compass Diversified CODI Stock Holding History

J. Goldman & Co’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
Q3 		– Sell
-14,700
Closed -$92.3K – 476
2025
Q2 		$92.3K Buy
+14,700
New +$164K ﹤0.01% 425

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 $257M AUM 11.22% 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
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 $166B AUM 43.98% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

J. Goldman & Co's CODI Position: Q1 2026 in Review

J. Goldman & Co reduced its Compass Diversified (CODI) stake by 67% in Q1 2026, selling an estimated $621K and leaving 47,457 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #542.

J. Goldman & Co first reported a position in CODI in Q4 2025 and has held it in 2 quarters since. The position peaked at $696K in Q4 2025. 174 funds tracked by Wall St. Rank hold CODI as of Q1 2026.

  • J. Goldman & Co held 47,457 shares of Compass Diversified worth $373K as of Q1 2026.
  • J. Goldman & Co sold 97,462 Compass Diversified shares in Q1 2026, an estimated $621K.
  • Compass Diversified made up 0.01% of J. Goldman & Co's portfolio in Q1 2026, its #542 holding.
  • J. Goldman & Co first reported a position in Compass Diversified in Q4 2025 and has held it in 2 quarters since.
  • J. Goldman & Co's Compass Diversified position peaked at $696K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Compass Diversified as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.