RI
CODI icon

Ridgewood Investments’s Compass Diversified CODI Stock Holding History

Ridgewood Investments’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
-2,500
Closed -$15.7K – 286
2025
Q2 		$15.7K Hold
2,500
– – 0.01% 469
2025
Q1 		$46.7K Hold
2,500
– – 0.02% 324
2024
Q4 		$57.7K Hold
2,500
– – 0.03% 288
2024
Q3 		$55.3K Hold
2,500
– – 0.03% 299
2024
Q2 		$54.7K Buy
+2,500
New +$56.2K 0.03% 307
2023
Q3 		– Sell
-2,500
Closed -$54.2K – 282
2023
Q2 		$54.2K Hold
2,500
– – 0.03% 316
2023
Q1 		$47.7K Buy
+2,500
New +$51.2K 0.03% 347

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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Ridgewood Investments's CODI Position: Q3 2025 in Review

Ridgewood Investments sold out of Compass Diversified (CODI) in Q3 2025, closing a stake of 2,500 shares — an estimated $15.7K sold.

Ridgewood Investments first reported a position in CODI in Q1 2023 and held it in 7 quarters. The position peaked at $57.7K in Q4 2024. 213 funds tracked by Wall St. Rank hold CODI as of Q3 2025.

  • Ridgewood Investments reported no remaining Compass Diversified position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 2,500 Compass Diversified shares in Q3 2025, an estimated $15.7K.
  • Ridgewood Investments first reported a position in Compass Diversified in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's Compass Diversified position peaked at $57.7K in Q4 2024.
  • 213 funds tracked by Wall St. Rank held Compass Diversified as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.