13D·WATCH Activist + Insider Intelligence

SCHEDULE 13D/A Filed 2026-04-06 Event 2026-04-02 Intent: STRATEGIC SEC 0001193125-26-143877 →

ADW Capital Partners, L.P. → COMPASS DIVERSIFIED HOLDINGS CODI-PC

Stake: 14.00% Shares: 10,500,000 CUSIP: 20451Q104 Class: Shares representing beneficial interests in Compass Diversified Holdings

AI Analyst Brief conf: medium

ADW Capital, a known activist, has built a 14% stake in CODI — a diversified holding company structure that activists frequently target for NAV discount compression, portfolio rationalization, or structure simplification; no explicit purpose disclosed but a 13D/A at this size from this filer is not passive.

Item 4 — Purpose of Transaction

Not extracted from this filing — typically because it's an amendment (13D/A) and Item 4 is unchanged from the parent filing. Read the raw SEC filing →

Cross-References

Insider Activity (last 365d)

0 transactions

0 buys · 0 sales · 0 awards/exercises

Issuer Cluster

1 13D/G filings on this issuer

0 other filings besides this one

Filer Track Record

1 filings by this filer

0 other filings in the data moat

Short Interest

—

Not in latest FINRA snapshot

Institutional Consensus · 2025-12-31

Held by elite portfolio managers

1 holder · $599K

Soros Fund Management

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