Consumer Discretionary · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Compass Diversified Holdings (CODI) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores CODI at 42.3/100 on a 32-signal composite quality model, placing it at rank #2,027 of 2,962 stocks — the bottom half of the AI-ranked universe. CODI scores in the top quartile across institutional flow (96.1). Areas of concern include balance sheet strength (26.0) and profitability (30.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Compass Diversified Holdings reports quarterly revenue of $424.0M, net income of $81.1M, free cash flow of $23.5M. Top institutional holders of CODI by reported 13-F value include ADW Capital Management, Allspring Global Investments, AMERICAN CENTURY COMPANIES, based on the most recent SEC filings. CODI trades on the NYSE exchange and files with the SEC under CIK 1345126. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CODI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Compass Diversified Holdings directly from SEC EDGAR.
AI Quality Score
42.3/100
AI Rank
#2,027
Revenue
$424.0M
Net Income
$81.1M
Free Cash Flow
$23.5M
| Period | Form | Revenue | Net income | Operating margin |
|---|---|---|---|---|
| FY 2025 | 10-K | $1.9B | $-226.4M | 0.6% |
| FY 2024 | 10-K/A | $1.8B | $-208.9M | -0.8% |
| FY 2023 | 10-K/A | $1.7B | $108.6M | -4.1% |
| FY 2022 | 10-K/A | $1.8B | $-59.2M | 2.5% |
| FY 2021 | 10-K | $1.7B | $114.6M | 7.1% |
| FY 2020 | 10-K | $1.6B | $22.8M | 5.0% |
| Institution | Shares | Value | Reported |
|---|---|---|---|
| ADW Capital Management | 10,750,000 | $114.6M | 2026-06-30 |
| Allspring Global Investments | 3,815,756 | $44.2M | 2026-06-30 |
| AMERICAN CENTURY COMPANIES | 4,073,422 | $43.4M | 2026-06-30 |
| BlackRock | 3,986,638 | $42.5M | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,958,100 | $42.2M | 2026-06-30 |
| ADW Capital Management | 3,750,000 | $40.0M | 2026-06-30 |
| MANGROVE PARTNERS IM | 3,684,800 | $39.3M | 2026-06-30 |
| D. E. Shaw | 2,872,202 | $30.6M | 2026-06-30 |
| Caption Management | 2,731,900 | $29.1M | 2026-06-30 |
| Western Standard | 2,651,950 | $28.3M | 2026-06-30 |
13F Pro Quality Score
Rank #2,027 of 2,962 stocks
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
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