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

Composite Decision Signal · ACT (HIGH CONVICTION CATALYST) Conviction Score: 70/100 · Filer 90d Win Rate: 100% · Hist. 90d Edge: +12.3%

Filer track record (3 filings): 100% 90d win rate, +12.3% 90d edge
1 independent officer/director Code-P buyer ($258,238 in ±30d)
High conviction ownership stake (14.0%)
Active catalyst intent classification: strategic
Held by 1 tracked 13F institutional manager
10 NPORT-P mutual funds holding CUSIP

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)

2 transactions

2 buys · 0 sales · 0 awards/exercises

Issuer Cluster

6 13D/G filings on this issuer

5 other filings besides this one

Filer Track Record

7 filings by this filer

6 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

Post-Filing Returns · since 2026-04-02 on CODI-PC

+1 day

+1.5%

+5 days

+2.2%

+30 days

+12.3%

+60 days

+12.3%

+90 days

+12.3%

+180 days

+9.0%

Anchor price 19.43 on closest trading day on/after 2026-04-02. Source: Yahoo Finance daily adj_close (split + dividend adjusted).

Form 4 Insider Transactions · last 365d

Date	Insider	Role	Type	Shares	Price	Value
2026-04-06	Keller Stephen	—	Buy	20,000	$8.66	$173K
2026-04-06	Keller Stephen	—	Buy	10,000	$8.50	$85K

Other 13D/G Filings on COMPASS DIVERSIFIED HOLDINGS

Filed	Form	Filer	Stake	Shares
2026-07-27	SCHEDULE 13G	BlackRock, Inc.	—	—	view →
2026-07-16	SCHEDULE 13D/A	ADW Capital Partners, L.P.	19.30%	14,500,000	view →
2026-06-02	SCHEDULE 13D/A	ADW Capital Partners, L.P.	19.30%	14,500,000	view →
2026-05-11	SCHEDULE 13D/A	ADW Capital Partners, L.P.	—	13,500,000	view →
2022-05-19	SC	CGI Diversified Holdings, LP	—	—	view →

Other Filings by ADW Capital Partners, L.P.

Filed	Form	Issuer	Stake	Shares
2026-07-16	SCHEDULE 13D/A	COMPASS DIVERSIFIED HOLDINGS	19.30%	14,500,000	view →
2026-06-02	SCHEDULE 13D/A	COMPASS DIVERSIFIED HOLDINGS CODI-PA	19.30%	14,500,000	view →
2026-05-11	SCHEDULE 13D/A	COMPASS DIVERSIFIED HOLDINGS CODI-PA	—	13,500,000	view →
2019-12-24	SC	Select Interior Concepts, Inc.	—	—	view →
2019-03-22	SC	Select Interior Concepts, Inc.	—	—	view →
2019-02-11	SC	PAR TECHNOLOGY CORP PAR	—	—	view →

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