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Compass Diversified Holdings (CODI)

Compass Diversified functions as a private equity firm, specializing in late-stage and middle-market investments. The company employs various strategies, including leveraged buyouts, industry consolidation efforts, recapitalizations, and strategic add-on acquisitions. Their investment focus is on North American enterprises, particularly those in niche industrial or branded consumer segments. They also target businesses within manufacturing, distribution, general consumer products, business services, safety & security, electronic components, as well as the food and foodservice sectors. Typically, Compass Diversified allocates between $100 million and $800 million per investment, seeking companies with an EBITDA ranging from $15 million to $80 million. A key aspect of their approach is to secure controlling or majority ownership interests in their portfolio companies, often leveraging these as platforms for subsequent acquisitions. The firm funds these ventures directly from its balance sheet and generally holds investments for a period of five to seven years. Founded in 2005, Compass Diversified's main office is located in Westport, Connecticut, with an additional presence in Costa Mesa, California.

Sector: Household Furniture

Industry: Conglomerates

Compass Diversified logo

Compass Diversified

NYSE:CODIIndustrials
-1.39%$11.31
CLOSED
AH$11.31+0.00%vs close
Mkt Cap$850.92M
Float66.59M
O/S75.24M
VOL640K sh
$ Vol$7.16M
RVOL0.96×
Inst Own74.6%
EarningsDec 17 · in 5w
Dilution
Compass Diversified logoNYSE:CODIClosed$11.31-1.39%
FormDescription
8-K
10-Q
8-K
3.03,5.03,9.01
8-K
8.01,9.01
2
4
Statement of Changes in Beneficial Ownership
4/A
Statement of Changes in Beneficial Ownership
4
Statement of Changes in Beneficial Ownership
13G/A
Beneficial Ownership Report (Amended)
4
Statement of Changes in Beneficial Ownership
4
Statement of Changes in Beneficial Ownership
13G
Beneficial Ownership Report
13G/A
Beneficial Ownership Report (Amended)
4
Statement of Changes in Beneficial Ownership
4
Statement of Changes in Beneficial Ownership
8-K
10-Q
13G/A
Beneficial Ownership Report (Amended)
13G
Beneficial Ownership Report
8-K
13D/A
Beneficial Ownership Report (Active, Amended)
8-K
8-K
8.01,9.01
8-K
3
Initial Statement of Beneficial Ownership
8-K

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Recent SEC filings with analysis