164 tracked 13F filers disclose a position in CODI as of the latest SEC 13F filings, a combined $470.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AMERICAN CENTURY COMPANIES INC | $39.5M | 5.0M | ▼−3.4% Reduced · −175K sh | Q1 2026 | |
| 2 | Allspring Global Investments Holdings, LLC | $44.2M | 3.8M | ▼−12% Reduced · −510K sh | Q2 2026 | |
| 3 | ADW Capital Management, LLC | $29.5M | 3.8M | ▲New +3.8M sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $29.0M | 3.7M | ▼−11% Reduced · −469K sh | Q1 2026 | |
| 5 | MANGROVE PARTNERS IM, LLC | $39.3M | 3.7M | —Held | Q2 2026 | |
| 6 | D. E. Shaw & Co., Inc. | $24.5M | 3.1M | ▼−15% Reduced · −531K sh | Q1 2026 | |
| 7 | Western Standard LLC | $28.3M | 2.7M | ▼−15% Reduced · −485K sh | Q2 2026 | |
| 8 | SG Capital Management LLC | $26.2M | 2.5M | ▼−12% Reduced · −336K sh | Q2 2026 | |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | $17.3M | 2.2M | →First observed position No prior filed position | Q1 2026 | |
| 10 | Divisadero Street Capital Management, LP | $15.2M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $14.0M | 1.8M | ▼−23% Reduced · −522K sh | Q1 2026 | |
| 12 | JACOBS LEVY EQUITY MANAGEMENT, INC | $11.5M | 1.5M | ▼−26% Reduced · −509K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $10.3M | 1.3M | ▲+77% Added · +570K sh | Q1 2026 | |
| 14 | Essex Financial Services, Inc. | $13.3M | 1.2M | ▼−0.2% Reduced · −2K sh | Q2 2026 | |
| 15 | STATE STREET CORP | $12.0M | 1.1M | ▲+5.0% Added · +54K sh | Q2 2026 | |
| 16 | JANE STREET GROUP, LLC | $8.4M | 1.1M | ▲+6.9% Added · +68K sh | Q1 2026 | |
| 17 | GEODE CAPITAL MANAGEMENT, LLC | $9.8M | 917K | ▲+10% Added · +85K sh | Q2 2026 | |
| 18 | UBS Group AG | $5.3M | 673K | ▲+208% Added · +454K sh | Q1 2026 | |
| 19 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $5.2M | 656K | ▼−23% Reduced · −198K sh | Q1 2026 | |
| 20 | Legal & General Group Plc | $4.5M | 575K | ▼−4.3% Reduced · −26K sh | Q1 2026 | |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.9M | 500K | →First observed position No prior filed position | Q1 2026 | |
| 22 | TUDOR INVESTMENT CORP ET AL | $3.6M | 461K | ▲+0.5% Added · +2K sh | Q1 2026 | |
| 23 | Caption Management, LLC | $3.5M | 448K | ▲New +448K sh | Q1 2026 | |
| 24 | NATIXIS | $3.5M | 441K | ▲+47% Added · +141K sh | Q1 2026 | |
| 25 | MARSHALL WACE, LLP | $3.3M | 422K | ▼−46% Reduced · −359K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 9 funds opened a new position in CODI and 12 added to an existing one, while 21 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 79 funds | $197.8B |
| META PLATFORMS INC-CLASS AMETA | 78 funds | $56.3B |
| MICROSOFT CORPMSFT | 76 funds | $134.3B |
| AMAZON.COM INCAMZN | 75 funds | $93.4B |
| BROADCOM INCAVGO | 75 funds | $79.5B |
| ELI LILLY & COLLY | 75 funds | $38.4B |
| APPLE INCAAPL | 73 funds | $150.9B |
| TESLA INCTSLA | 73 funds | $35.5B |
| JPMORGAN CHASE & COJPM | 73 funds | $30.5B |
| MASTERCARD INC - AMA | 73 funds | $28.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 72 funds | $19.7B |
| MICRON TECHNOLOGY INCMU | 72 funds | $17.9B |
Ranked by how many of CODI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 26, 2026 | Kim Eugene L. | Insider | Buy (P) | 20K | $229K |
| Aug 14, 2026 | RICHTER GLENN R | Insider | Buy (P) | 38K | $500K |
| Aug 13, 2026 | Sawtelle Zachary T. | Insider | Buy (P) | 17K | $211K |
| Aug 13, 2026 | ENTERLINE LARRY L | Insider | Buy (P) | 67K | $833K |
| Aug 12, 2026 | SHAFFER TERI | Insider | Buy (P) | 12K | $146K |
| Aug 12, 2026 | Keller Stephen | Insider | Buy (P) | 10K | $120K |
| Apr 6, 2026 | Keller Stephen | Insider | Buy (P) | 20K | $173K |
| Apr 6, 2026 | Keller Stephen | Insider | Buy (P) | 10K | $85K |
| Mar 3, 2025 | Keller Stephen | Insider | Buy (P) | 2K | $33K |
| Nov 11, 2024 | Stevns Trust | 10% Owner | Sell (S) | 135K | $3.1M |
| Sep 20, 2024 | MACIARIELLO PATRICK A | Insider | Buy (P) | 5K | $109K |
| Sep 19, 2024 | Keller Stephen | Insider | Buy (P) | 5K | $108K |
Connected entities for CODI
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CODI/capital-change-brief"
Use Arkolith's capital_change_brief for CODI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CODI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.