What is the 13F Pro Quality Score for CODI?

13F Pro ranks Compass Diversified Holdings (CODI) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View CODI's current score at https://13fpro.ai/research/CODI (free sign-up required for the full ranking).

Where does 13F Pro source CODI data?

All Compass Diversified Holdings fundamentals and ownership data come directly from SEC EDGAR. Compass Diversified Holdings files with the SEC under CIK 1345126. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is CODI in?

Compass Diversified Holdings (CODI) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

How often is CODI research updated on 13F Pro?

CODI's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Compass Diversified Holdings(CODI)Stock Analysis

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Consumer Discretionary →NYSE

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SEC EDGAR: CIK 1345126 CODI stock profile & AI dashboard →

13F Pro Quality Score

35.4/100

Rank #2,145 of 2,879 stocks

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

26.5/100

Profitability

22.0/100

Balance Sheet

22.4/100

Earnings Quality

30.0/100

Free Cash Flow

25.6/100

Institutional Flow

95.7/100

Revenue Scale

61.0/100

Dilution Risk

61.3/100

CODI Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Compass Diversified Holdings (CODI), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores CODI at 35.4/100 on a 32-signal composite quality model, placing it at rank #2,145 of 2,879 stocks — the bottom half of the AI-ranked universe. CODI scores in the top quartile across institutional flow (95.7). Areas of concern include profitability (22.0) and balance sheet strength (22.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), Compass Diversified Holdings reports quarterly revenue of $426.9M, net income of $-30.8M, free cash flow of $18.8M. Top institutional holders of CODI by reported 13-F value include AMERICAN CENTURY COMPANIES, Allspring Global Investments Holdings,, ADW Capital Management,, 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. Compass Diversified Holdings's 13F Pro composite quality score has ranged between 31 and 56 since 2021, currently 35.4 — a declining long-term trajectory across 28 quarterly and live scoring snapshots.

✦

Fun facts about Compass Diversified Holdings

Quirks, history, and lore behind CODI — the kind of stuff that makes a stock memorable.

1
The Basics
A holding company listed on the NYSE, headquartered in Connecticut, that owns a collection of niche industrial and consumer businesses.
2
The Numbers
Combined annual revenues across its subsidiaries run in the low billions of dollars, yet the parent itself is a mid-cap — the magic is in the portfolio math.
3
The History
Structured as a permanent capital vehicle, it was formed in the early 2000s to acquire controlling stakes in businesses too small or too boring for private equity's typical exit playbook.
4
The Secret
It's organized as a publicly traded LLC, meaning it pays out large distributions to shareholders rather than hoarding cash — essentially a conglomerate dressed as an income stock.
5
The Lore
Its stable of brands has included 5.11 Tactical (gear worn by cops and commandos) and Ergobaby (gear worn by parents and infants) — proving no niche is too weird.
6
The Giveaway
Its ticker spells a word meaning diverse or varied, its full name literally contains the word Diversified, and its whole strategy is owning Compass-pointed businesses in every direction.

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Revenue

Q1 2026

$426.9M

Net Income

Q1 2026

$-30.8M

Free Cash Flow

Q1 2026

$18.8M

D/E Ratio

Q1 2026

4.85

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+4.8% YoY

$1.87BFY 2025

FY21 $1.72BFY22 $1.92BFY24 $1.79BFY25 $1.87B

Net Income

-8.4% YoY

$-226.4MFY 2025

FY21 $126.8MFY22 $36.4MFY24 $-208.9MFY25 $-226.4M

Operating Income

+174.7% YoY

$11.1MFY 2025

FY21 $123.1MFY22 $147.7MFY24 $-14.9MFY25 $11.1M

EPS (Diluted)

+6.3% YoY

$-3.59FY 2025

FY21 $0.73FY22 $-1.37FY24 $-3.83FY25 $-3.59

Total Assets

-7.8% YoY

$3.04BFY 2025

FY21 $3.14BFY22 $3.49BFY24 $3.30BFY25 $3.04B

Total Debt

-63.3% YoY

$1.95BFY 2025

FY21 $1.28BFY22 $1.85BFY24 $5.32BFY25 $1.95B

Op. Cash Flow

+95.5% YoY

$-6.8MFY 2025

FY21 $134.1MFY22 $-28.3MFY24 $-151.1MFY25 $-6.8M

Metric	FY 2025	FY 2024	FY 2022	FY 2021	FY 2020	FY 2019
Revenue	$1.87B +4.8%	$1.79B -6.9%	$1.92B +11.4%	$1.72B +10.4%	$1.56B +7.6%	$1.45B
Net Income	$-226.4M -8.4%	$-208.9M -674.0%	$36.4M -71.3%	$126.8M +456.7%	$22.8M -92.5%	$301.9M
Operating Income	$11.1M +174.7%	$-14.9M -110.1%	$147.7M +20.0%	$123.1M +57.8%	$78.0M +200.1%	$26.0M
EPS (Diluted)	$-3.59 +6.3%	$-3.83 -179.6%	$-1.37 -287.7%	$0.73 +314.7%	$-0.34 -109.3%	$3.64
Total Assets	$3.04B -7.8%	$3.30B -5.6%	$3.49B +11.1%	$3.14B +21.0%	$2.60B +37.4%	$1.89B
Total Debt	$1.95B -63.3%	$5.32B +187.0%	$1.85B +44.3%	$1.28B +42.8%	$899.5M +128.0%	$394.4M
Operating Cash Flow	$-6.8M +95.5%	$-151.1M -434.0%	$-28.3M -121.1%	$134.1M -9.8%	$148.6M +75.8%	$84.6M

AI Insight: CODI Financial Trends

Compass Diversified reduced total debt from $5.6B to $1.9B between Q3 2025 and Q4 2025, but persistent losses continue with negative net income in all eight quarters.

• Revenue declined from $479M in Q2 2025 to $427M in Q1 2026, down 11% over three quarters.

• Total debt dropped dramatically from $5,637M in Q3 2025 to $1,943M in Q1 2026.

• Operating cash flow turned positive in Q4 2025 at $47M after seven consecutive quarters of negative cash flow.

• Equity declined from $1,217M in Q2 2024 to $401M in Q1 2026, falling 67% over eight quarters.

⚠ Net losses persist across all periods despite massive debt reduction — operational turnaround remains elusive.

⚠ Operating cash flow sustainability after just two positive quarters following extended negative streak.

AI Insight: CODI Ratio Trends

Compass Diversified shows persistent negative returns with debt-to-equity ratio tripling from 1.43 in Q2 2024 to 4.85 in Q1 2026.

• Debt-to-equity ratio surged from 1.43 in Q2 2024 to 4.85 in Q1 2026, indicating significant leverage increase.

• ROE remained deeply negative throughout the period, worsening from -41.9% in Q2 2024 to -30.7% in Q1 2026.

• Operating margin improved from -0.4% in Q1 2026 to 0.3% on TTM basis, showing slight operational recovery.

⚠ Net profit margin deteriorated from -6.6% in Q1 2025 to -7.2% in Q1 2026 despite operating improvements.

⚠ ROIC volatility with swings from 15.2% to -12.7% suggests unstable capital efficiency across business segments.

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Available Research

13F Pro tracks comprehensive data for Compass Diversified Holdings including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of CODI

AMERICAN CENTURY COMPANIES INC
$39.5M5,025,800 sh
Allspring Global Investments Holdings, LLC
$35.4M4,325,383 sh
ADW Capital Management, LLC
$29.5M3,750,000 sh
BlackRock, Inc.
$29.0M3,690,556 sh
MANGROVE PARTNERS IM, LLC
$29.0M3,684,800 sh
Western Standard LLC
$24.7M3,137,156 sh
D. E. Shaw & Co., Inc.
$24.5M3,118,279 sh
SG Capital Management LLC
$21.9M2,789,256 sh
VANGUARD CAPITAL MANAGEMENT LLC
$17.3M2,196,923 sh
Divisadero Street Capital Management, LP
$15.2M1,930,254 sh

Fund	Value	Shares
AMERICAN CENTURY COMPANIES INC	$39.5M	5,025,800
Allspring Global Investments Holdings, LLC	$35.4M	4,325,383
ADW Capital Management, LLC	$29.5M	3,750,000
BlackRock, Inc.	$29.0M	3,690,556
MANGROVE PARTNERS IM, LLC	$29.0M	3,684,800
Western Standard LLC	$24.7M	3,137,156
D. E. Shaw & Co., Inc.	$24.5M	3,118,279
SG Capital Management LLC	$21.9M	2,789,256
VANGUARD CAPITAL MANAGEMENT LLC	$17.3M	2,196,923
Divisadero Street Capital Management, LP	$15.2M	1,930,254

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Is CODI a good stock to buy?

13F Pro's AI-powered analysis of Compass Diversified Holdings (CODI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CODI are available on the CODI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own CODI?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CODI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Compass Diversified Holdings's investment landscape.