Essex Financial Services, Inc.

Position in CODI — Compass Diversified Holdings

CIK 1315785 ESSEX, CT

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Position in CODI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$13,294,789

+$3,473,484 QoQ

Shares Held

1,247,166

-0.2% QoQ

Ownership

1.66%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#13

of 180 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in CODI Over Time

Shares Held

Position Value (USD)

Position in Conglomerates

Industrials · as of Jun 30, 2026

Essex Financial Services, Inc. holds $16,065,170 across 3 Conglomerates names. CODI ranks #1 (82.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CODI	Compass Diversified Holdings This page	1,247,166	$13,294,789
2	MMM	3M Co	9,090	$1,471,761
3	HON	Honeywell International Inc	5,800	$1,298,620

All Filings in CODI

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,294,789	1,247,166	-0.2%	Shares	Sole	2026-08-10
2026-03-31	$9,821,305	1,249,530	-0.4%	Shares	Sole	2026-04-24
2025-12-31	$6,020,678	1,254,308	-0.6%	Shares	Sole	2026-02-10
2025-09-30	$8,356,002	1,262,236	-0.8%	Shares	Sole	2025-11-07
2025-06-30	$7,990,785	1,272,418	-2.1%	Shares	Sole	2025-07-16
2025-03-31	$24,267,079	1,299,790	-0.4%	Shares	Defined	2025-04-25
2024-12-31	$30,131,978	1,305,545	+0.3%	Shares	Defined	2025-01-29
2024-09-30	$28,817,110	1,302,174	+20.2%	Shares	Defined	2024-10-24
2024-06-30	$23,723,944	1,083,780	+43.5%	Shares	Defined	2024-08-09
2024-03-31	$18,176,243	755,141	-2.5%	Shares	Sole	2024-04-24
2023-12-31	$17,379,510	774,143	-0.1%	Shares	Sole	2024-02-06
2023-09-30	$14,551,536	775,255	-2.9%	Shares	Sole	2023-11-15
2023-06-30	$17,319,313	798,493	+0.1%	Shares	Sole	2023-08-09
2023-03-31	$15,213,857	797,372	-0.1%	Shares	Sole	2023-05-11
2022-12-31	$14,548,506	798,053	+0.3%	Shares	Sole	2023-02-10
2022-09-30	$14,364,689	795,387	+0.4%	Shares	Sole	2022-11-07
2022-06-30	$16,975,350	792,500	+0.5%	Shares	Sole	2022-08-01
2022-03-31	$18,742,906	788,511	+0.7%	Shares	Sole	2022-04-21
2021-12-31	$23,953,283	783,299	+0.1%	Shares	Sole	2022-02-11
2021-09-30	$22,051,842	782,813	+0.7%	Shares	Sole	2021-11-10
2021-06-30	$19,832,191	777,733	0.0%	Shares	Sole	2021-07-30
2021-03-31	$18,004,518	777,733	-5.5%	Shares	Sole	2021-05-11
2020-12-31	$16,006,455	822,954	-4.5%	Shares	Sole	2021-02-05
2020-09-30	$16,422,839	861,639	+1.8%	Shares	Sole	2020-11-10
2020-06-30	$14,590,177	846,298	-11.1%	Shares	Sole	2020-08-06
2020-03-31	$12,751,761	951,624	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.