Follow-The-Filings

Security · featured owners

CODI Compass Diversified

Consumer Discretionary SH BEN INT Equity as of 2026 Q2 among managers we track

Bought by 1 featured manager in 2026 Q2 · 1 sold

  • 1 Owner
  • Max 4.6%
  • $7M
  • 1 new 1 exit

CODI (Compass Diversified) is held in 1 featured 13F book as of 2026 Q2. Scott Miller - Greenhaven Road Investment Man... is the largest tracked holder by portfolio weight (4.6%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 4.6% (Scott Miller - Greenhaven Road Investment Management) · not free-float ownership

  1. Scott Miller New 4.6%

Holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

History
Scott Miller - Greenhaven Road Investment Management 2026 Q2 4.6% New 4.6% 657,596 $7M History
George Soros - Soros Fund Management exited 2026 Q2 Last 2026 Q1 <0.01% Exit 0.00% 24,616 $193K History

1 current · 1 exited last period · options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.06B $1.79B $1.87B
Gross profit $893.32M $750.42M $814.39M
Gross margin * 43.4% 42.0% 43.5%
Net income $246.29M -$208.86M -$226.42M
Net margin * 12.0% -11.7% -12.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.6B $0.902B $0.845B
Total non-current assets * $2.21B $2.39B $2.19B
Total assets $3.82B $3.29B $3.04B
Total current liabilities $0.312B $2.23B $0.35B
Total non-current liabilities * $1.99B $0.326B $2.12B
Total equity $1.33B $0.8B $0.442B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $78.08M -$151.09M -$6.83M
Cash from investing $570.5M -$422.45M -$42.61M
Cash from financing -$260.16M $184.06M $55.09M
Net change in cash $389.21M -$390.75M $8.36M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

Ownership over time

filing count by report period · click a bar for that quarter’s holders