Reading CODI? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track CODI free→Reading CODI? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track CODI free→QuarterlyIQ Insights · CODI
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers On June 8, 2026, Elias J. Sabo informed Compass Group Diversified Holdings LLC (the “Company”) and Compass Diversified Holdings (NYSE: CODI) (the “Trust” and, together with the Company, “CODI”), as well as Compass Group Management LLC (“CGM”) and Sostratus LLC (“Sostratus”), of his decision to retire from his position as the Chief Executive Officer…
Results of Operations and Financial Condition On May 6, 2026, Compass Diversified Holdings (NYSE: CODI) and Compass Group Diversified Holdings LLC (collectively “CODI”) issued a press release announcing its consolidated operating results for the three months ended March 31, 2026. A copy of the press release is furnished within this report as Exhibit 99.1. Section 9 Financial Statements and Exhibits
Other Events On May 4, 2026, CODI issued a Press Release announcing the closing of the sale of Sterno’s food service business. The foregoing description of the Press Release is qualified in its entirety by reference to the complete text of the Press Release furnished as Exhibit 99.1 hereto, which is hereby incorporated by reference herein. Forward Looking Statements This Current Report on Form 8-K contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1…
Completion of Acquisition or Disposition of Assets Compass Group Diversified Holdings LLC (the “Company”) and Compass Diversified Holdings (“Holdings” and, together with the Company, collectively “CODI,” “us” or “we”) acquires and manages small to middle market businesses in the ordinary course of its business. The following description relates to the recent divestiture of one such business. Sterno’s Food Service Business On March 28, 2026, the Company, in its capacity as the representative (…
Other Events On March 30, 2026, CODI issued a Press Release announcing the sale of Sterno’s food service business. The foregoing description of the Press Release is qualified in its entirety by reference to the complete text of the Press Release furnished as Exhibit 99.1 hereto, which is hereby incorporated by reference herein. Forward Looking Statements This Current Report on Form 8-K contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amen…
Entry into a Material Definitive Agreement Compass Group Diversified Holdings LLC (the “Company”) and Compass Diversified Holdings (“Holdings” and, together with the Company, collectively “CODI,” “we,” “us” or “our”) acquires and manages small to middle market businesses in the ordinary course of business. The following description relates to the recent divestiture of one such business. Sterno’s Food Service Business On March 28, 2026, the Company, in its capacity as the representative (the “…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers Resignation of Alexander S. Bhathal On February 27, 2026, Alexander S. Bhathal provided Compass Diversified Holdings (NYSE: CODI) (the “Trust”) and the Board of Directors (the “Board”) of Compass Group Diversified Holdings LLC (the “Company” and, together with the Trust, “CODI”) with notice of his intent to resign as a director of the Company, effec…
Results of Operations and Financial Condition. On February 26, 2026, Compass Diversified Holdings (NYSE: CODI) and Compass Group Diversified Holdings LLC (collectively “CODI”) issued a press release announcing its consolidated operating results for the three and twelve months ended December 31, 2025. A copy of the press release is furnished within this report as Exhibit 99.1. Section 9 Financial Statements and Exhibits
Entry into a Material Definitive Agreement On February 23, 2026, Compass Group Diversified Holdings LLC (the “ Company ”) and Compass Group Management LLC (the “ Manager ”) amended the Seventh Amended and Restated Management Services Agreement dated as of January 15, 2025 (the “ Existing Agreement ”), by entering into an Eighth Amended and Restated Management Services Agreement (the “ Amendment ”), which provides the following, along with certain other changes: • the Manager shall repay the o…
Results of Operations and Financial Condition On January 14, 2026, Compass Diversified Holdings (NYSE: CODI) and Compass Group Diversified Holdings LLC (collectively “CODI”) issued a press release announcing its consolidated operating results for the three and nine months ended September 30, 2025. A copy of the press release is furnished within this report as Exhibit 99.1. Section 9 Financial Statements and Exhibits
Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing. On January 2, 2026, Compass Diversified Holdings (the “ Trust ” and, together with Compass Group Diversified Holdings LLC, “ CODI ”) received a letter from the New York Stock Exchange (the “ NYSE ”) informing CODI that it is non-compliant with the corporate governance listing standards set forth in Section 302 of the New York Stock Exchange Listed Company Manual (the “ Listed Company Manual ”)…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers As previously disclosed by Compass Group Diversified Holdings LLC (the “Company”) and Compass Diversified Holdings (NYSE: CODI) (the “Trust” and, together with the Company, “CODI”) on February 19, 2025, James J. Bottiglieri notified the Trust and the Board of Directors (the “Board”) of the Company on February 14, 2025 that he would be retiring from…
Results of Operations and Financial Condition On December 29, 2025, Compass Diversified Holdings (NYSE: CODI) and Compass Group Diversified Holdings LLC (collectively “CODI”) issued a press release announcing its consolidated operating results for the three and six months ended June 30, 2025. A copy of the press release is furnished within this report as Exhibit 99.1. Section 9 Financial Statements and Exhibits
Entry into a Material Definitive Agreement On December 19, 2025, Compass Group Diversified Holdings LLC (the “ Company ”) entered into a Fifth Amendment to Credit Agreement and Limited Waiver Agreement (the “ Fifth Amendment ”) and a Fifth Amendment Transaction Letter (the “ Transaction Letter ”), each with Bank of America, N.A. (the “ Administrative Agent ”), in its capacity as administrative agent for the lenders, swing line lender, and L/C issuer under that certain Third Amended and Restat…
Results of Operations and Financial Condition On December 18, 2025, Compass Diversified Holdings and Compass Group Diversified Holdings LLC filed with the Securities and Exchange Commission its Quarterly Report on Form 10-Q for the fiscal quarter ended March 31, 2025. Also on December 18, 2025, the Company issued a press release regarding the matters described above and its consolidated operating results for the three months ended March 31, 2025. A copy of the press release is furnished herew…
Other Events On December 9, 2025, subsequent to the filing on December 8, 2025 by Compass Diversified Holdings and Compass Group Diversified Holdings LLC (the “Company”) of its Amendment No. 1 to the Annual Report on Form 10-K for the fiscal year ended December 31, 2024 (the “Form 10-K/A”), the Company was advised that the required lenders under its Third Amended and Restated Credit Agreement, dated July 12, 2022 (as amended, the “Credit Agreement”), (1) agreed to waive the requirement for th…
Results of Operations and Financial Condition. On December 8, 2025, Compass Diversified Holdings and Compass Group Diversified Holdings LLC filed with the Securities and Exchange Commission Amendment No. 1 to its Annual Report on Form 10-K/A for the fiscal year ended December 31, 2024 (the “Form 10-K/A”), which included restated audited consolidated financial statements as of December 31, 2024, 2023 and 2022, and for the fiscal years ended December 31, 2024, 2023, and 2022, as well as restate…
Entry into a Material Definitive Agreement As previously disclosed in a Current Report on Form 8-K filed with the Securities and Exchange Commission (the “ SEC ”) on May 7, 2025 (the “ Initial Form 8-K ”), Compass Group Diversified Holdings LLC (the “ Company ”) and Compass Diversified Holdings (the “ Trust ” and, together with the Company, “ CODI ”) indicated its intent to delay the filing of its Quarterly Report on Form 10-Q for the quarter ended March 31, 2025 and disclosed non-reliance on…
Other Events The Company is continuing discussions with the Administrative Agent and the lenders regarding a waiver of, or other relief from, the Lugano Events of Default. The Company expects that the Fourth Forbearance Agreement will allow these discussions to continue while CODI works to complete the restatement of its financial statements, as disclosed in the Initial Form 8-K, the Form 8-K filed by CODI on June 25, 2025 and CODI’s other filings with the SEC. However, CODI cannot make any a…
is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange Act, except as expressly incorporated by reference in such a filing. CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS This Current Report on Form 8-K contains forward-looking statements within the meaning of S…
Other Events Lugano Holding, Inc. (“ Lugano ”), a Delaware corporation and a subsidiary of Compass Group Diversified Holdings LLC (the “ Company ” and, together with Compass Diversified Holdings, “ CODI ”), has advised the Company that Lugano and certain of its subsidiaries filed for protection under Chapter 11 of the Bankruptcy Code (the “ Lugano Bankruptcy ”) in the United States Bankruptcy Court for the District of Delaware on November 17, 2025. At the request of Lugano, and subject to Ban…
Other Events The Company is continuing discussions with the Administrative Agent and the lenders regarding a waiver of, or other relief from, the Lugano Events of Default. The Company expects that the Fourth Forbearance Agreement will allow these discussions to continue while CODI works to complete the restatement of its financial statements, as disclosed in the Initial Form 8-K, the Form 8-K filed by CODI on June 25, 2025 and CODI’s other filings with the SEC. However, CODI cannot make any a…
Entry into a Material Definitive Agreement As previously disclosed in a Current Report on Form 8-K filed with the Securities and Exchange Commission (the “ SEC ”) on May 7, 2025 (the “ Initial Form 8-K ”), Compass Group Diversified Holdings LLC (the “ Company ”) and Compass Diversified Holdings (the “ Trust ” and, together with the Company, “ CODI ”) indicated its intent to delay the filing of its Quarterly Report on Form 10-Q for the quarter ended March 31, 2025 and disclosed non-reliance on…
Other Events On October 30, 2025, Compass Group Diversified Holdings LLC (the “Company”) was advised that the lenders under its Third Amended and Restated Credit Agreement, dated July 12, 2022 (as amended, the “Credit Agreement”), agreed to extend to November 10, 2025 the deadline for delivery of certain restated financial statements as specified in the Third Forbearance Agreement, dated October 10, 2025. No other amendments, waivers, or modifications were made to the Credit Agreement. CAUTIO…
Other Events The Company is continuing discussions with the Administrative Agent and the lenders regarding a waiver of, or other relief from, the Lugano Events of Default. The Company expects that the Third Forbearance Agreement will allow these discussions to continue while CODI works to complete the restatement of its financial statements, as disclosed in the Initial Form 8-K, the Form 8-K filed by CODI on June 25, 2025 and CODI’s other filings with the SEC. However, CODI cannot make any as…
General market headlines, full earnings-call transcripts, and macro and sector developments flagged when they directly affect this stock are on the way. Today this tab covers SEC filings.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.