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The company

D/B/A Compass Diversified Holdings Shares of Beneficial Interest

CODI · NYSE

Consumer DiscretionaryHome & FurnishingsJust dropped out

CODI stood above a rising 150-day average in 29 of the last 52 weekly readings, and has been out of that trend for the last 1 week. It is 5.3% below that average now. Home & Furnishings: 44% of its 18 stocks in an uptrend (+6 points in four weeks); Consumer Discretionary: 26% (+2 points in four weeks).

Statistics

Rotation
Just dropped out
Weeks in an uptrend
out for 1
Industry in uptrend
44% +6 in 4 wk
Insider buys, 12 months
$5.4M
Insider sales, 12 months
$0
Officials’ trades on record
3
Institutions holding
171 (+8)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 29 of 52 weeks.

17 Apr – 16 Oct
18%39%60%Apr 26Jun 26Jul 26Sep 26Oct 26

Home & Furnishings: About half its stocks are in an uptrend and the share has been climbing. Consumer Discretionary: A minority of its stocks are in an uptrend and the share has held steady.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$2.8M$0$4.6MNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

3 disclosed lines: House 3, Senate 0, executive 0; 2 people.

WhoDidAmountTraded
Brian Babin House: U.S. House ClerkTX36sold$1k–$15k5 May 2026filed 18 May 2026
Gary J. Palmer House: U.S. House ClerkAL06soldspouse$1k–$15k24 May 2018filed 29 Sep 2018
Gary J. Palmer House: U.S. House ClerkAL06boughtspouse$1k–$15k26 Jun 2017filed 29 Sep 2018

Insiders

Buy orders, 12 months9
Sale orders, 12 months0
Buyers · sellers6 · 0
WhoDidSharesTraded
Eugene L. KimOtherbought20,000at $11.4726 Aug 2026filed 27 Aug 2026
Glenn R. RichterOtherbought38,051at $13.1414 Aug 2026filed 18 Aug 2026
Zachary T. SawtelleOtherbought7,000at $12.4513 Aug 2026filed 13 Aug 2026
Larry L. EnterlineOtherbought67,114at $12.4213 Aug 2026filed 14 Aug 2026
Zachary T. SawtelleOtherbought17,000at $12.4213 Aug 2026filed 18 Aug 2026
Zachary T. SawtelleOtherbought25,000at $11.9912 Aug 2026filed 13 Aug 2026
Stephen KellerOtherbought10,000at $12.0112 Aug 2026filed 13 Aug 2026
Teri ShafferOtherbought11,881at $12.2512 Aug 2026filed 14 Aug 2026
Adw Capital Management, Llc10% ownerbought10,000at $3.6629 May 2026filed 2 Jun 2026
Adw Capital Management, Llc10% ownersold10,000at $0.7429 May 2026filed 2 Jun 2026
Adw Capital Management, Llc10% ownerbought30,000at $5.307 May 2026filed 11 May 2026
Adw Capital Management, Llc10% ownersold30,000at $2.487 May 2026filed 11 May 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders171+8 on the quarter
New · exited30 · 22
Reported value$590.4M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
AMERICAN CENTURY COMPANIES INCreduced · filed 12 Aug 20264,073,422$43.4M-952,378−18.9%
BlackRock, Inc.added · filed 7 Aug 20263,986,638$42.5M+296,082+8.0%
Allspring Global Investments Holdings, LLCreduced · filed 13 Aug 20263,815,756$44.2M-509,627−11.8%
ADW Capital Management, LLCunchanged · filed 14 Aug 20263,750,000$40.0M00.0%
MANGROVE PARTNERS IM, LLCunchanged · filed 14 Aug 20263,684,800$39.3M00.0%
D. E. Shaw & Co., Inc.reduced · filed 14 Aug 20262,872,202$30.6M-246,077−7.9%
Western Standard LLCreduced · filed 10 Aug 20262,651,950$28.3M-485,206−15.5%
SG Capital Management LLCreduced · filed 7 Aug 20262,453,639$26.2M-335,617−12.0%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20262,227,358$23.7M+30,435+1.4%
MORGAN STANLEYreduced · filed 13 Aug 20261,702,535$18.1M-80,628−4.5%
31 Mar 2023 – 30 Jun 2026
152180207Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Eugene L. Kim Company insiderOther · last 26 Aug 20261 · 0
Glenn R. Richter Company insiderOther · last 14 Aug 20261 · 0
Larry L. Enterline Company insiderOther · last 13 Aug 20267 · 0
Zachary T. Sawtelle Company insiderOther · last 13 Aug 20263 · 0
Stephen Keller Company insiderOther · last 12 Aug 20265 · 0
Teri Shaffer Company insiderOther · last 12 Aug 20265 · 0
ADW Capital Management, LLC Company insider10% owner · last 29 May 20260 · 0
Brian Babin HouseTX36 · last 5 May 20260 · 1
Stevns Trust Company insider10% owner · last 11 Nov 20240 · 4
Patrick A. Maciariello Company insiderOther · last 20 Sep 202414 · 0
Simon Heidi Locke Company insiderOther · last 11 Sep 20242 · 0
Ryan J. Faulkingham Company insiderOther · last 6 Aug 202414 · 0

Same industry

ARHS ArhausJust started moving+27%
HNI HniJust started moving+17%
MLKN MillerKnollJust started moving+11%
VIRC Virco ManufacturingJust started moving+5%
MHK Mohawk IndustriesJust started moving+5%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202510.8%
Operating profit marginFY 2025 · to 31 Dec 20252.5%
Free cash flow marginFY 2025 · to 31 Dec 2025-2.7%
Return on capital employedFY 2025 · to 31 Dec 20251.7%
Debt to equityFY 2025 · to 31 Dec 20254.33×
Interest coverFY 2025 · to 31 Dec 20250.26×
Research spendFY 2025 · to 31 Dec 20250.9%
Revenue growthFY 2025 · to 31 Dec 2025296%
Share count trendFY 2025 · to 24 Feb 2026-0.0%
Cash and equivalentsFY 2025 · to 31 Dec 2025$68.0M
Free cash flowFY 2025 · to 31 Dec 2025−$51.1M

Analyst forecasts

No analyst forecasts yet.