Jim Simons’s Compass Diversified CODI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $736K | Buy |
+93,607
| New | +$596K | ﹤0.01% | 2420 |
|
|
2025
Q3 | – | Sell |
-205,700
| Closed | -$1.29M | – | 3561 |
|
|
2025
Q2 | $1.29M | Buy |
205,700
+27,400
| +15% | +$305K | ﹤0.01% | 2371 |
|
|
2025
Q1 | $3.33M | Buy |
+178,300
| New | +$3.68M | 0.01% | 1686 |
|
|
2024
Q4 | – | Sell |
-14,600
| Closed | -$323K | – | 3617 |
|
|
2024
Q3 | $323K | Sell |
14,600
-88,800
| -86% | -$1.94M | ﹤0.01% | 2954 |
|
|
2024
Q2 | $2.26M | Buy |
103,400
+87,800
| +563% | +$1.98M | ﹤0.01% | 1807 |
|
|
2024
Q1 | $375K | Sell |
15,600
-25,700
| -62% | -$586K | ﹤0.01% | 2988 |
|
|
2023
Q4 | $927K | Sell |
41,300
-66,500
| -62% | -$1.3M | ﹤0.01% | 2454 |
|
|
2023
Q3 | $2.02M | Buy |
+107,800
| New | +$2.27M | ﹤0.01% | 1852 |
|
|
2022
Q2 | – | Sell |
-18,000
| Closed | -$428K | – | 4265 |
|
|
2022
Q1 | $428K | Sell |
18,000
-259,883
| -94% | -$6.5M | ﹤0.01% | 3278 |
|
|
2021
Q4 | $8.5M | Buy |
277,883
+177,683
| +177% | +$5.39M | 0.01% | 1173 |
|
|
2021
Q3 | $2.82M | Buy |
+100,200
| New | +$2.75M | ﹤0.01% | 1836 |
|
|
2019
Q4 | – | Sell |
-16,060
| Closed | -$317K | – | 3522 |
|
|
2019
Q3 | $317K | Sell |
16,060
-165,963
| -91% | -$3.17M | ﹤0.01% | 3018 |
|
|
2019
Q2 | $3.48M | Buy |
+182,023
| New | +$3.11M | ﹤0.01% | 2031 |
|
|
2019
Q1 | – | Sell |
-93,223
| Closed | -$1.16M | – | 3472 |
|
|
2018
Q4 | $1.16M | Sell |
93,223
-132,308
| -59% | -$2.04M | ﹤0.01% | 2500 |
|
|
2018
Q3 | $4.09M | Buy |
225,531
+38,708
| +21% | +$686K | ﹤0.01% | 1929 |
|
|
2018
Q2 | $3.23M | Buy |
186,823
+15,300
| +9% | +$251K | ﹤0.01% | 2030 |
|
|
2018
Q1 | $2.81M | Sell |
171,523
-75,509
| -31% | -$1.27M | ﹤0.01% | 2146 |
|
|
2017
Q4 | $4.19M | Buy |
247,032
+190,489
| +337% | +$3.27M | ﹤0.01% | 1924 |
|
|
2017
Q3 | $1M | Buy |
+56,543
| New | +$976K | ﹤0.01% | 2570 |
|
|
2017
Q2 | – | Sell |
-199,623
| Closed | -$3.31M | – | 3205 |
|
|
2017
Q1 | $3.31M | Sell |
199,623
-180,556
| -47% | -$3.08M | ﹤0.01% | 1955 |
|
|
2016
Q4 | $6.8M | Buy |
380,179
+164,236
| +76% | +$2.99M | 0.01% | 1476 |
|
|
2016
Q3 | $3.75M | Buy |
215,943
+15,581
| +8% | +$266K | 0.01% | 1787 |
|
|
2016
Q2 | $3.32M | Buy |
200,362
+85,539
| +74% | +$1.37M | 0.01% | 1883 |
|
|
2016
Q1 | $1.8M | Buy |
114,823
+102,492
| +831% | +$1.52M | ﹤0.01% | 2285 |
|
|
2015
Q4 | $196K | Buy |
+12,331
| New | +$199K | ﹤0.01% | 3000 |
|
|
2015
Q1 | – | Sell |
-147,034
| Closed | -$2.39M | – | 3176 |
|
|
2014
Q4 | $2.39M | Buy |
147,034
+124,018
| +539% | +$2.15M | 0.01% | 1704 |
|
|
2014
Q3 | $403K | Sell |
23,016
-28,482
| -55% | -$515K | ﹤0.01% | 2382 |
|
|
2014
Q2 | $935K | Sell |
51,498
-12,954
| -20% | -$231K | ﹤0.01% | 2082 |
|
|
2014
Q1 | $1.22M | Sell |
64,452
-47,679
| -43% | -$881K | ﹤0.01% | 1993 |
|
|
2013
Q4 | $2.2M | Buy |
112,131
+84,808
| +310% | +$1.58M | 0.01% | 1704 |
|
|
2013
Q3 | $487K | Sell |
27,323
-167,077
| -86% | -$2.97M | ﹤0.01% | 2303 |
|
|
2013
Q2 | $3.41M | Buy |
+194,400
| New | +$3.3M | 0.01% | 1302 |
|
Other funds holding CODI
ACM
MP
WSL
SCM
VCM
DSCM
Jim Simons's CODI Position: Q1 2026 in Review
Jim Simons opened a new position in Compass Diversified (CODI) in Q1 2026: 93,607 shares worth $736K. The stake represents ﹤0.01% of the portfolio and ranks #2420 among its holdings. This is a return to the name: Jim Simons previously reported a position in CODI as recently as Q2 2025.
Jim Simons first reported a position in CODI in Q2 2013 and has held it in 32 quarters since. The position peaked at $8.5M in Q4 2021. 174 funds tracked by Wall St. Rank hold CODI as of Q1 2026.
- Jim Simons held 93,607 shares of Compass Diversified worth $736K as of Q1 2026.
- Compass Diversified was a new Jim Simons position in Q1 2026.
- Compass Diversified made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2420 holding.
- Jim Simons first reported a position in Compass Diversified in Q2 2013 and has held it in 32 quarters since.
- Jim Simons's Compass Diversified position peaked at $8.5M in Q4 2021.
- 174 funds tracked by Wall St. Rank held Compass Diversified as of Q1 2026.
Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.