CODI

Compass Diversified Holdings

Latest period2024 - Q4Total superinvestors22

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 22 superinvestors own shares of Compass Diversified Holdings (CODI), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Compass Diversified Holdings (CODI), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Compass Diversified Holdings (CODI) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Compass Diversified Holdings (CODI) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
John B. Harrington@Gilman Hill Asset Management, Llc
Recent Activity
Decreased -3.95%
1.51%
$8.641M
374,372 shares@ 23.08 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 3.72%
0.02%
$5.248M
227,384 shares@ 23.08 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Decreased -2.47%
0.02%
$644,948
27,944 shares@ 23.09 avg price
LORRAINE E. HAVERLEY@Peak Financial Advisors Llc
Recent Activity
Increased 1.64%
0.31%
$583,711
25,291 shares@ 23.08 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Increased 19.1%
0.01%
$437,000
18,932 shares@ 23.09 avg price
Robert Netzly@Inspire Investing, Llc
Recent Activity
Decreased -7.08%
0.05%
$399,261
17,299 shares@ 23.09 avg price
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
0.14%
$394,668
17,100 shares@ 23.08 avg price
SUSAN C GAVINSKI@Chicago Trust Co Na
Recent Activity
0.07%
$343,892
14,900 shares@ 23.08 avg price
Jeff Welch@Bard Financial Services, Inc.
Recent Activity
New Position
0.03%
$205,989
8,925 shares@ 23.08 avg price
LEONID BERLINE@Armstrong Advisory Group, Inc
Recent Activity
Increased 0.14%
0.01%
$83,143
3,602 shares@ 23.09 avg price