Compass Diversified (NYSE:CODI) Q1 2026 Earnings Call Transcript
Operator: Good afternoon, and welcome to Compass Diversified Fiscal 2026 First Quarter Conference Call. Today's call is being recorded.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | ADW Capital Adam Wyden | 3,750,000 | $29,475,000 | 11.46% | |
| 2. | Mangrove Partners Nathaniel August | 3,684,800 | $28,962,528 | 2.34% | |
| 3. | D E Shaw D. E. Shaw | 3,118,279 | $24,509,673 | -15% | 0.01% |
| 4. | SG Capital Management Ken Grossman And Glen Schneider | 2,789,256 | $21,923,552 | +76% | 1.46% |
| 5. | Divisadero Street Capital William Zolezzi | 1,930,254 | $15,171,796 | 0.63% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $8.50 | 10,000 | $85,000.00 | 10,000 | 2026-04-06 | Filing | |
| $8.66 | 20,000 | $173,238.00 | 20,000 | 2026-04-06 | Filing | |
| $22.00 | 1,500 | $33,000.00 | 11,840 | 2025-03-03 | Filing | |
| $21.87 | 5,000 | $109,350.00 | 228,518 | 2024-09-20 | Filing | |
| $21.63 | 5,000 | $108,150.00 | 10,340 | 2024-09-19 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $23.05 | 135,274 | $3,118,065.70 | 7,456,197 | 2024-11-11 | Filing | |
| $23.49 | 200,000 | $4,697,160.00 | 7,591,471 | 2024-07-16 | Filing | |
| $23.02 | 69,681 | $1,604,126.30 | 7,791,471 | 2024-07-15 | Filing | |
| $22.78 | 30,319 | $690,587.99 | 7,861,152 | 2024-07-12 | Filing | |
| $22.55 | 100,000 | $2,254,510.00 | 7,891,471 | 2024-07-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,025,800 | $39,502,788 | 0.02% | |
| 2. | 4,325,383 | $35,381,633 | 0.06% | |
| 3. | 3,690,556 | $29,007,772 | 0% | |
| 4. | 3,137,156 | $24,658,046 | 12.97% | |
| 5. | 2,196,923 | $17,267,815 | 0% |