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.
| # | 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 | $35.4M | 4.3M | ▼−0.5% Reduced · −21K sh | Q1 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 | $29.0M | 3.7M | —Held | Q1 2026 | |
| 6 | D. E. Shaw & Co., Inc. | $24.5M | 3.1M | ▼−15% Reduced · −531K sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $17.3M | 2.2M | ▲New +2.2M sh | Q1 2026 | |
| 8 | Divisadero Street Capital Management, LP | $15.2M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $14.0M | 1.8M | ▼−23% Reduced · −522K sh | Q1 2026 | |
| 10 | JACOBS LEVY EQUITY MANAGEMENT, INC | $11.5M | 1.5M | ▼−26% Reduced · −509K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $10.3M | 1.3M | ▲+77% Added · +570K sh | Q1 2026 | |
| 12 | Essex Financial Services, Inc. | $9.8M | 1.2M | ▼−0.4% Reduced · −5K sh | Q1 2026 | |
| 13 | STATE STREET CORP | $8.4M | 1.1M | ▼−13% Reduced · −167K sh | Q1 2026 | |
| 14 | JANE STREET GROUP, LLC | $8.4M | 1.1M | ▲+6.9% Added · +68K sh | Q1 2026 | |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | $6.5M | 831K | ▲+1.1% Added · +9K sh | Q1 2026 | |
| 16 | CenterBook Partners LP | $5.5M | 699K | ▼−49% Reduced · −676K sh | Q1 2026 | |
| 17 | UBS Group AG | $5.3M | 673K | ▲+208% Added · +454K sh | Q1 2026 | |
| 18 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $5.2M | 656K | ▼−23% Reduced · −198K sh | Q1 2026 | |
| 19 | Legal & General Group Plc | $4.5M | 575K | ▼−4.3% Reduced · −26K sh | Q1 2026 | |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.9M | 500K | ▲New +500K sh | Q1 2026 | |
| 21 | TUDOR INVESTMENT CORP ET AL | $3.6M | 461K | ▲+0.5% Added · +2K sh | Q1 2026 | |
| 22 | Caption Management, LLC | $3.5M | 448K | ▲New +448K sh | Q1 2026 | |
| 23 | NATIXIS | $3.5M | 441K | ▲+47% Added · +141K sh | Q1 2026 | |
| 24 | MARSHALL WACE, LLP | $3.3M | 422K | ▼−46% Reduced · −359K sh | Q1 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.3M | 421K | ▼−15% Reduced · −72K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 29, 2026 | ADW Capital Management, LLC | 10% Owner | Buy (P) | 10K | $37K |
| May 29, 2026 | ADW Capital Management, LLC | 10% Owner | Sell (S) | 10K | $7K |
| May 7, 2026 | ADW Capital Management, LLC | 10% Owner | Buy (P) | 30K | $159K |
| May 7, 2026 | ADW Capital Management, LLC | 10% Owner | Sell (S) | 30K | $74K |
| 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 |
| Sep 12, 2024 | Keller Stephen | Insider | Buy (P) | 5K | $102K |
| Sep 11, 2024 | Locke Simon Heidi | Insider | Buy (P) | 20K | $399K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 53 funds | $35.0B |
| APPLE INCAAPL | 52 funds | $30.8B |
| BROADCOM INCAVGO | 52 funds | $12.5B |
| META PLATFORMS INC-CLASS AMETA | 52 funds | $10.9B |
| DANAHER CORPDHR | 52 funds | $1.8B |
| MICROSOFT CORPMSFT | 51 funds | $26.5B |
| AMAZON.COM INCAMZN | 51 funds | $18.3B |
| TESLA INCTSLA | 51 funds | $6.7B |
| ELI LILLY & COLLY | 51 funds | $6.3B |
| MICRON TECHNOLOGY INCMU | 51 funds | $4.0B |
| SERVICENOW INCNOW | 51 funds | $1.7B |
| ALPHABET INC-CL AGOOGL | 50 funds | $15.5B |
Ranked by how many of CODI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.