13F Insight
DOSSIER · 13F Holders · Q1 2026Consumer Cyclical · Household FurnitureMega-capCrowded
CODI

COMPASS DIVERSIFIED

188 institutions still hold COMPASS DIVERSIFIED as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 20451Q104·Household Furniture·188 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.9%
vs prior quarter
13F value held
$380M
78.0% inst. owned
of float
Holders
188
+68 QoQ
filers reporting
Activity
+80 / −85
+828 added · −711 reduced
this quarter
Concentration
11.38%
ADW Capital Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

188 institutions reported CODI in Q1 2026. ADW Capital Management, LLC leads at 11.4% of the visible book. +68 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ADW Capital Management, LLC
CIK 0001745214
$43M5.5M16.80%Q1 202602
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$40M5.0M0.02%Q1 202603
Allspring Global Investments Holdings, LLC
CIK 0001890906
$35M4.3M0.06%Q1 202604
BlackRock, Inc.
CIK 0002012383
$29M3.7M0.00%Q1 202605
MANGROVE PARTNERS IM, LLC
CIK 0001535392
$29M3.7M2.34%Q1 202606
Western Standard LLC
CIK 0001517666
$25M3.1M12.97%Q1 202607
SG Capital Management LLC
CIK 0001510099
$22M2.8M1.46%Q1 202608
D. E. Shaw & Co., Inc.
CIK 0001009207
$18M3.6M0.01%Q4 202509
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$17M2.2M0.00%Q1 202610
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$17M2.2M0.00%Q1 202611
Divisadero Street Capital Management, LP
CIK 0001901865
$15M1.9M0.63%Q1 202612
Caption Management, LLC
CIK 0001706766
$14M1.8M0.08%Q1 202613
MORGAN STANLEY
CIK 0000895421
$14M1.8M0.00%Q1 202614
JACOBS LEVY EQUITY MANAGEMENT, INC
CIK 0000884414
$11M1.5M0.05%Q1 202615
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M1.3M0.00%Q1 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$10M1.3M0.00%Q1 202617
Essex Financial Services, Inc.
CIK 0001315785
$10M1.2M0.55%Q1 202618
STATE STREET CORP
CIK 0000093751
$8M1.1M0.00%Q1 202619
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$7M831K0.00%Q1 202620
CenterBook Partners LP
CIK 0001872738
$5M699K0.29%Q1 2026
Page 1 of 10
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