Are CODI insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies CODI leadership and institutional positioning as: NET EXECUTIVE TRIMMING / PROFIT-TAKING.

Stock Ratings / Consumer Discretionary / CODI / insiders

HELE (49) LZB (63) ETD (58) MBC (54) ⌘ Pro Terminal →

D/B/A Compass Diversified Holdings (CODI) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$11.67 +4.66% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $11.75

D/B/A Compass Diversified Holdings (CODI) carries a Roarable Rating of E (Strong Sell) with 33/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE E • RED ALERT Cap $838.9M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

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🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is CODI stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-03, D/B/A Compass Diversified Holdings (NYSE: CODI) is rated E (Strong Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 33/100 at a spot price of $11.67 (+4.66% 1D, market cap $838.9M). Pillar breakdown: Fundamental Cash Engine 6/20, Institutional 13F & Options Flow 13/20, SEC Balance-Sheet Forensics 6/20, FRED Macro Regime Fit 5/20, and Executive Insider Alignment 3/20. Across 1009 tracked Consumer Discretionary issuers, CODI ranks #824 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does CODI compare to HELE and LZB in the Consumer Discretionary sector?

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Within the Consumer Discretionary sector (Home Furnishings), CODI carries a Roarable E (33/100 RQD), trailing P/E of N/A, gross margin of 43.5%, and ROIC of 0.4%. By comparison, HELE (Helen of Troy Limited) holds a D grade (49/100 RQD, P/E N/A, ROIC -35.0%, cap $675.8M) and LZB (La-Z-Boy Incorporated) posts a C grade (63/100 RQD, P/E 12.0x, ROIC 13.9%, cap $1.22B). Among the 5-stock peer group, ETD leads on earnings multiple (9.9x) while LZB leads on capital efficiency (13.9% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for CODI?

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Per CODI's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001345126), D/B/A Compass Diversified Holdings generated $1.87B in revenue (+4.8% YoY), -$226.4M in net income, and -$51.1M in free cash flow against $3.04B in total assets and $1.84B in total debt. Key quantitative strengths: Established market leader in Consumer Discretionary with deep daily trading liquidity. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $11.75 (+0.65%)🧬 Dilution Drag (+2.48% YoY Shares)⚙️ Cash Engine: 6/20 (E) • 0% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record Warning: Scores below 50 (33/100 · E) historically underperformed SPY in 71% of rolling 90-day windows (-8.9% avg 90D alpha vs SPY • 29.0% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERRED ALERT • E

3-of-3 JEV AI Jury Bearish Warning

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D- · Rk E

Each axis scored 0–20

12M PRICE TARGET CONE-11.2% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for CODI)Realized 20D OHLCV Swing Band: ±8.9%

Deterministic 5-Pillar Attribution (33/100 Composite)

🔍 WHY CODI SCORES 33/100 (E) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Whale & Options Positioning+13/20 pts (39% of score)

20D Institutional Volume Accumulation (±8.9% realized swing band)

▲ #2 Bullish Driver: Cash Engine Quality+6/20 pts (18% of score)

SEC XBRL FY 2025 (10-K): 0% FCF Margin ($0 FCF) & 43.5% Gross Margin

▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution4/20 pts (-16 pt drag)

Dilution Drag (+2.48% YoY Shares) & executive Form 4 sales trim 16 pts from alignment

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade E$11.04-6.2% Next Q

Q2 (-2Q)

Grade E$10.36+4.1% Next Q

Q3 (-1Q)

Grade E$10.78+8.3% Next Q

Current

Grade E$11.67-8.9% Hist 90D α

Trajectory: E (25) → E (33)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a CODI Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While CODI currently carries a cautious 33/100 (E) rating due to Insider Conviction & Share Dilution (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Consumer Discretionary with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($11.02) and Max Pain ($12.25) forces dealer call-delta covering toward $13.91.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Dilution Drag (+2.48% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $CODI• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “CODI Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 33%NO 67%Trade / Inspect Odds →

SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

CODI Smart-Money Thermometer: NET EXECUTIVE TRIMMING / PROFIT-TAKING

Explore All 13F & Congress Whales →

▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (CODI)

No recent open-market Form 4 cluster sales or emergency dumps flagged on CODI. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring CODI)

✓Walkthrough of CODI's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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CODI // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -0.85%📐 HORIZONTAL RANGE

2026-11-03O $11.28H $11.67L $11.15C $11.67VOL 498.3K

RES: $13.75SUP: $9.81SMA50: $11.02SMA200: $9.84

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

CODI Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 CODI Butterfly Map → + Track CODI →

Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle

44.6%/yr Implied 5Y Growth

vs. +4.8% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on CODI today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for CODI. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for CODI today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (CODI)

Consumer Discretionary Rank #824 of 1009 ⚔️ HELE vs CODI Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (CODI vs. HELE, LZB, ETD, MBC)

Industry: Home Furnishings (20 Tracked Issuers)

Across 1009 tracked Consumer Discretionary securities in the Roarable RQD universe, D/B/A Compass Diversified Holdings (CODI) ranks #824 by composite RQD confidence (33/100, grade E) and #529 by equity capitalization ($838.9M). Within this direct 5-issuer industry benchmark cohort, ETD leads on earnings valuation at 9.9x trailing P/E, while LZB leads on capital efficiency and profitability with 13.9% ROIC and 44.0% gross margin. LZB currently holds the highest overall quantitative score in the immediate peer group at 63/100 (C) compared with CODI at 33/100 (E).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
CODI ACTIVE D/B/A Compass Diversified Holdings	E	33/100	—	43.5%	0.4%	+4.66%	$838.9M	Benchmark Subject
HELE Helen of Troy Limited	D	49/100	—	45.7%	-35.0%	+4.67%	$675.8M	/hele-vs-codi →
LZB La-Z-Boy Incorporated	C	63/100	12.0x	44.0%	13.9%	+4.14%	$1.22B	/lzb-vs-codi →
ETD Ethan Allen Interiors Inc.	D+	58/100	9.9x	60.5%	11.8%	+3.68%	$513.1M	/etd-vs-codi →
MBC MasterBrand Inc.	D+	54/100	54.6x	30.3%	4.4%	+1.52%	$1.48B	/mbc-vs-codi →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001345126 ↗

In its most recent audited fiscal period (FY2025, filed 2025-12-31), D/B/A Compass Diversified Holdings (CODI) reported GAAP revenue of $1.87B (+4.8% vs. FY2024 revenue of $1.79B , and +10.9% cumulative change since FY2023) , GAAP net income of -$226.4M, operating cash flow of -$6.8M, and free cash flow of -$51.1M (+75.4% YoY). On the balance sheet, CODI closed FY2025 with $3.04B in total assets against $1.84B in total debt (Altman Z-Score: 0.43, Piotroski F-Score: 4/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$1.87B	-$226.4M	-$6.8M	-$51.1M	$3.04B	$1.84B
FY2024 (FY)	2024-12-31	$1.79B	-$208.9M	-$151.1M	-$207.8M	$3.30B	$0
FY2023 (FY)	2023-12-31	$1.69B	$108.6M	$16.6M	$16.6M	—	—

3. CODI Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is CODI stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does CODI compare to HELE and LZB in the Consumer Discretionary sector?

What are the biggest fundamental strengths and SEC risk factors for CODI?

Where is CODI trading relative to its 50-day, 200-day, and 52-week technical levels?

CODI last traded at $11.67 (+4.66% on volume of 752,603 shares), positioning the stock +5.90% above its 50-day simple moving average ($11.02) and +18.60% above its 200-day simple moving average ($9.84). Across its 52-week range of $4.58 to $13.25, CODI sits at the 81.8% percentile with a 14-day RSI of 56.6 (BULLISH MOMENTUM) and an implied next-earnings move of ±8.9% ($10.63 to $12.71).

Direct Sub-Reports: CODI RQD Cockpit CODI 12M Forecast CODI Earnings & Move CODI Dividends & DRIP CODI Insiders & 13F CODI Whale Options CODI Profit Sankey CODI News & Why

ROARABLE RATING BRIEF • RQD 33/100 (E) ✓ SEC XBRL & RQD VERIFIED

CODI — D/B/A Compass Diversified Holdings: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit

Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

D/B/A Compass Diversified Holdings (CODI) earns a live Roarable RQD composite score of 33/100, corresponding to a E letter grade (Roarable Strong Sell) at a spot price of $11.67 (+4.66% 1D, market capitalization $838.9M).

Fundamental Cash Engine (6/20): Anchored by return on invested capital (ROIC) of 0.4%, gross margin of 43.5%, operating margin of 0.6%, and free cash flow yield of -6.03%.
Whale 13F & Options Flow (13/20) + Insider Conviction (3/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
Macro Regime Fit (5/20) + Forensic Balance Sheet (6/20): Incorporates a 1.00x equity beta, Altman Z-Score of 0.43, Piotroski F-Score of 4/9, and Debt/Equity of 4.16x.

2. Business Model, Unit Margins & SEC Financial Trajectory

And profile, CODI operates in the Consumer Discretionary sector within the Home Furnishings industry and is listed on the NYSE. — The specific products, customers, and revenue model are not described in the source data. The profile identifies the company as D/B/A Compass Diversified Holdings with a market capitalization of $0.8B. Reported revenue of $1.87B for FY 2025 indicates a material operating scale.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), D/B/A Compass Diversified Holdings (CODI) reported $1.87B in annual revenue (up from $1.79B in FY2024, +4.8% YoY) and -$226.4M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($1.69B revenue, $108.6M net income) through FY2025, CODI scaled operating cash flow to -$6.8M and free cash flow to -$51.1M, backed by $3.04B in total assets against $1.84B in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

🐂 Primary Bull Case (E • RQD 33/100): Established market leader in Consumer Discretionary with deep daily trading liquidity. Free cash flow yield of -6.03% and institutional whale pillar of 13/20. With Fundamental Cash Engine at 6/20 and Institutional Whale Flow at 13/20, sustained execution supports upside toward the upper end of the $4.58 – $13.25 52-week range.
🐻 Primary Bear Case & Valuation Risk: Company executives have done more routine share selling than personal cash buying lately. Investors must weigh current valuation and 53.7x EV/EBITDA against 0.6% operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Upstream and downstream dependencies cannot be mapped from the source data. Sector context is limited to Consumer Discretionary and Home Furnishings.

Key Question #1: Can CODI sustain or expand its 0.6% operating margin and 0.4% ROIC against Home Furnishings peers over the next 4 quarters?
Key Question #2: Following FY2025 revenue of $1.87B and free cash flow of -$51.1M, how will capital allocation balance growth reinvestment against $1.84B in total debt?
Key Question #3: How sensitive is CODI's equity valuation to Consumer Discretionary capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

CODI Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for D/B/A Compass Diversified Holdings (CODI) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to CODI Debate Forum (3) ↓

🟡 MARKET WIRE TradingView • 22h ago

D/B/A Compass Diversified Holdings Shares of Beneficial Interest Estimates – NYSE:CODI

TradingView report covering D/B/A Compass Diversified Holdings (CODI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE TradingView • 1d ago

CODI Q3'26 Earnings: revenue estimate is 410.52M USD

TradingView report covering D/B/A Compass Diversified Holdings (CODI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Stock Traders Daily • 1d ago

Behavioral Patterns of CODI and Institutional Flows

Stock Traders Daily report covering D/B/A Compass Diversified Holdings (CODI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo • 11d ago

Compass Diversified Announces Third Quarter 2026 Earnings and Conference Call Information

WESTPORT, Conn., Oct. 22, 2026 (GLOBE NEWSWIRE) -- Compass Diversified (NYSE: CODI) (“CODI” or the “Company”), an owner of leading middle-market branded consumer and industrial businesses, announced today that it plans t

Read Full Source ↗

🟡 MARKET WIRE Benzinga • 20d ago

Ladenburg Thalmann Initiates Coverage On Compass Diversified Hldgs with Buy Rating, Announces Price Target of $17

Ladenburg Thalmann analyst Michael Legg initiates coverage on Compass Diversified Hldgs (NYSE:CODI) with a Buy rating and announces Price Target of $17.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 32d ago

Compass Diversified Declares Third Quarter 2026 Distributions on Series A, B and C Preferred Shares

WESTPORT, Conn., Oct. 01, 2026 (GLOBE NEWSWIRE) -- Compass Diversified (NYSE: CODI) (“CODI” or the “Company”), an owner of leading middle market businesses, announced today that its Board of Directors (the “Board”) has d

Read Full Source ↗

🟢 CATALYST Yahoo Finance • 75d ago

Compass Diversified (CODI): Branded Consumer Growth Masks Industrial Drag in Q2

On August 10, Compass Diversified (NYSE:CODI) reported second-quarter results that told two very different stories at once. Every branded consumer business the company owns grew profits, total debt fell by hundreds of mi

Read Full Source ↗

🔴 RISK WATCH Yahoo Finance • 77d ago

Compass Diversified (CODI) Q2 2026 Earnings Call Transcript

CEO Sabo retires year-end; Sawtelle takes helm as company pursues divestitures to cut debt.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

CODI Bull vs. Bear Conversation Board — What's Your Call at $11.67?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON CODI 🐻 33% BEARISH CONVICTION

DE DeltaGamma_99 RQD DEBATE OPENER • Options Flow Specialist 🐂 BULLISH 🎯 Target: $13.83 (+24.0%)

📌 Pinned Debate

Institutional accumulation and options positioning (14 / 20) is the strongest pillar in the RQD rating, and the stock is up 4.74% near

Here is why I am bullish on CODI here at $11.15: Institutional accumulation and options positioning (14 / 20) is the strongest pillar in the RQD rating, and the stock is up 4.74% near the top of its $4.58 - $13.25 52-week range.. Compare CODI's 0.6% operating margin and 0.4% ROIC against the rest of Home Furnishings. As long as cash conversion holds up, dips toward $10.59 are getting bought.

CapAlloc_Nerd 🐂 BULL

@MeanReversion_88 Fair point on current EV/EBITDA multiples, but you're ignoring the forward operating leverage in Home Furnishings. If gross margin (43.5%) holds, EPS grows into the multiple faster than bears think.

ME MeanReversion_88 RQD DEBATE OPENER • Quantitative Statistical Arb 🐻 BEARISH 🎯 Target: $8.59 (-23.0%)

Spot @ $11.15

Negative free cash flow (-6.03% FCF yield), a 0.43 Altman Z-Score, and debt rising to $1.84B against an operating margin of only 0.6%

Careful chasing CODI at $11.15. Negative free cash flow (-6.03% FCF yield), a 0.43 Altman Z-Score, and debt rising to $1.84B against an operating margin of only 0.6% leave the balance sheet exposed.. Gross margin is 43.5%, but operating margin is 0.6%, which shows SG&A and reinvestment are eating into bottom-line EPS. Target $8.59 on multiple compression.