Compass Diversified Holdings
CODIAs of the close on Sep 25, 2026
Price
$11.25
Market cap
$846M
P/E (diluted TTM)
—
The last four quarters are not all on file
EPS (TTM)
—
The last four quarters are not all on file
Dividend yield
—
Dividend records do not yet cover the latest payments
Figures shown here come from public SEC filings. Dates beside each section show the available history.
How Compass Diversified Holdings Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 2, 2026. The latest institutional report shown is dated Dec 31, 2025; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| NBC SECURITIES, INC. | 2025-12-31 | 1,100 | Not shown | SEC filing |
| Uniplan Investment Counsel, Inc. | 2025-09-30 | 153,574 | Not shown | SEC filing |
| SHIKIAR ASSET MANAGEMENT INC | 2025-09-30 | 11,650 | Not shown | SEC filing |
| NBC SECURITIES, INC. | 2025-09-30 | 1,250 | Not shown | SEC filing |
| NBC SECURITIES, INC. | 2025-06-30 | 1,550 | Not shown | SEC filing |
| SHIKIAR ASSET MANAGEMENT INC | 2025-06-30 | 32,250 | Not shown | SEC filing |
| Uniplan Investment Counsel, Inc. | 2025-06-30 | 142,925 | Not shown | SEC filing |
| 1620 INVESTMENT ADVISORS, INC. | 2025-06-30 | 10,907 | Not shown | SEC filing |
| 1620 INVESTMENT ADVISORS, INC. | 2025-03-31 | 11,487 | $254K | SEC filing |
| SHIKIAR ASSET MANAGEMENT INC | 2025-03-31 | 107,591 | Not shown | SEC filing |
| Uniplan Investment Counsel, Inc. | 2025-03-31 | 60,056 | $1.34M | SEC filing |
| SHIKIAR ASSET MANAGEMENT INC | 2025-03-31 | 103,375 | Not shown | SEC filing |
| SHIKIAR ASSET MANAGEMENT INC | 2024-12-31 | 106,691 | Not shown | SEC filing |
| Uniplan Investment Counsel, Inc. | 2024-12-31 | 62,181 | $1.54M | SEC filing |
| SHIKIAR ASSET MANAGEMENT INC | 2024-12-31 | 103,375 | Not shown | SEC filing |
| 1620 INVESTMENT ADVISORS, INC. | 2024-12-31 | 9,392 | $221K | SEC filing |
| Uniplan Investment Counsel, Inc. | 2024-09-30 | 62,086 | $1.52M | SEC filing |
| SHIKIAR ASSET MANAGEMENT INC | 2024-09-30 | 100,125 | Not shown | SEC filing |
| SHIKIAR ASSET MANAGEMENT INC | 2024-09-30 | 90,991 | Not shown | SEC filing |
| SHIKIAR ASSET MANAGEMENT INC | 2024-06-30 | 99,725 | Not shown | SEC filing |
- Each value is checked against Compass Diversified Holdings's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 7 rows: the filed value is about 1,000 times too small for the share count at Compass Diversified Holdings's share price.
- Value not shown for 8 rows: no share price from within three months of their report dates is on file, so they could not be checked.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- NBC SECURITIES, INC.: 1,250 shares reported 2025-09-30; 1,100 shares reported 2025-12-31.
- NBC SECURITIES, INC.: 1,550 shares reported 2025-06-30; 1,250 shares reported 2025-09-30.
- SHIKIAR ASSET MANAGEMENT INC: 32,250 shares reported 2025-06-30; 11,650 shares reported 2025-09-30.
- Uniplan Investment Counsel, Inc.: 142,925 shares reported 2025-06-30; 153,574 shares reported 2025-09-30.
- SHIKIAR ASSET MANAGEMENT INC: 107,591 shares reported 2025-03-31; 32,250 shares reported 2025-06-30.
- Uniplan Investment Counsel, Inc.: 60,056 shares reported 2025-03-31; 142,925 shares reported 2025-06-30.
- 1620 INVESTMENT ADVISORS, INC.: 11,487 shares reported 2025-03-31; 10,907 shares reported 2025-06-30.
- SHIKIAR ASSET MANAGEMENT INC: 106,691 shares reported 2024-12-31; 107,591 shares reported 2025-03-31.
- Uniplan Investment Counsel, Inc.: 62,181 shares reported 2024-12-31; 60,056 shares reported 2025-03-31.
- 1620 INVESTMENT ADVISORS, INC.: 9,392 shares reported 2024-12-31; 11,487 shares reported 2025-03-31.
- SHIKIAR ASSET MANAGEMENT INC: 103,375 shares reported 2024-12-31; 103,375 shares reported 2025-03-31.
- SHIKIAR ASSET MANAGEMENT INC: 90,991 shares reported 2024-09-30; 106,691 shares reported 2024-12-31.
Showing the 12 most recent filer reports.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Compass Diversified Holdings's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2024-11-11 · Path Spirit LTD: Larger than 24 of the 26 other insider sales of Common on file. SEC filing
- 2024-07-16 · Path Spirit LTD: Larger than all 26 other insider sales of Common on file. SEC filing
- 2023-12-14 · Anholt Investments Ltd.: Larger than all 10 other insider sales of Series A Preferred Shares on file. SEC filing
- 2023-12-14 · Anholt Investments Ltd.: Larger than 12 of the 13 other insider sales of Series B Preferred Shares on file. SEC filing
- 2023-12-13 · Anholt Investments Ltd.: Larger than 9 of the 10 other insider sales of Series A Preferred Shares on file. SEC filing
- 2023-11-20 · Anholt Investments Ltd.: Larger than all 13 other insider sales of Series B Preferred Shares on file. SEC filing
- 2022-08-10 · Anholt Investments Ltd.: Larger than 25 of the 26 other insider sales of Common on file. SEC filing
- 2020-03-12 · Anholt Investments Ltd.: Larger than all 11 other insider purchases of Common on file. SEC filing
- 2020-03-11 · Anholt Investments Ltd.: Larger than 10 of the 11 other insider purchases of Common on file. SEC filing
- 2019-12-11 · BURNS GORDON M: Larger than all 8 other insider sales of Common Shares on file. SEC filing
Independent insiders buying near the same time
- 2024-09-19–2024-09-20: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2024-09-11–2024-09-12: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2024-05-28–2024-05-28: 4 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2024-01-25–2024-02-01: 5 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
- 2024-01-24–2024-01-31: 5 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
- 2024-01-19–2024-01-26: 4 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2024-01-18–2024-01-25: 9 event(s) across 8 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2023-05-09–2023-05-15: 6 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing )
- 2023-01-03–2023-01-03: 8 event(s) across 8 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing )
- 2022-01-03–2022-01-03: 6 event(s) across 6 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing )
- 2021-09-24–2021-09-30: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2021-08-16–2021-08-23: 4 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2021-08-12–2021-08-18: 5 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
- 2021-01-04–2021-01-04: 7 event(s) across 7 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing )
- 2020-03-12–2020-03-19: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2020-03-11–2020-03-18: 6 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing )
- 2020-03-11–2020-03-18: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2020-01-03–2020-01-03: 6 event(s) across 6 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing )
- 2019-01-03–2019-01-03: 6 event(s) across 6 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing )
- 2018-12-10–2018-12-17: 8 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-29 | ADW Capital Partners, L.P. · 10% owner | Call Option (Right to Buy) | P — Open market or private purchase | +10,000 | 3.66 | SEC filing |
| 2026-05-29 | ADW Capital Partners, L.P. · 10% owner | Call Option (Obligation to Sell) | S — Open market or private sale | −10,000 | 0.74 | SEC filing |
| 2026-05-07 | ADW Capital Partners, L.P. · 10% owner | Call Option (Right to Buy) | P — Open market or private purchase | +30,000 | 5.30 | SEC filing |
| 2026-05-07 | ADW Capital Partners, L.P. · 10% owner | Call Option (Obligation to Sell) | S — Open market or private sale | −30,000 | 2.48 | SEC filing |
| 2026-04-06 | Keller Stephen · Other | Common Shares | P — Open market or private purchase | +10,000 | 8.50 | SEC filing |
| 2026-04-06 | Keller Stephen · Other | Common Shares | P — Open market or private purchase | +20,000 | 8.66 | SEC filing |
| 2025-03-03 | Keller Stephen · Other | Common Shares | P — Open market or private purchase | +1,500 | 22.00 | SEC filing |
| 2024-11-11 | Path Spirit LTD · 10% owner | Common | S — Open market or private sale | −135,274 | 23.05 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2023-12-31 | Anholt Investments Ltd. · 10% owner | Series A Preferred Shares | G — Bona fide gift | −92,048 | SEC filing |
| 2023-12-31 | Anholt Investments Ltd. · 10% owner | Common | G — Bona fide gift | −7,998,981 | SEC filing |
| 2023-12-31 | Anholt Investments Ltd. · 10% owner | Series B Preferred Shares | G — Bona fide gift | −112,996 | SEC filing |
| 2021-07-30 | Ewing D Eugene · Other | Common Shares | G — Bona fide gift | +17,000 | SEC filing |
| 2021-07-30 | Ewing D Eugene · Other | Common Shares | G — Bona fide gift | −17,000 | SEC filing |
Showing 5 of 5 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.