Global Retirement Partners, LLC
PensionPosition in CODI — Compass Diversified Holdings
CIK 1749744
San Rafael, CA
Position in CODI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$159,900
New position
Shares Held
15,000
first reported quarter
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#121
of 180 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Conglomerates
Industrials · as of Jun 30, 2026Global Retirement Partners, LLC holds $5,607,716 across 13 Conglomerates names. CODI ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMM |
3M Co
|
14,108 | $2,284,226 | |
| 2 | HON |
Honeywell International Inc
|
5,964 | $1,335,339 | |
| 3 | VMI |
Valmont Industries Inc
|
1,951 | $1,126,897 | |
| 4 | TTI |
Tetra Technologies Inc
|
28,072 | $318,055 | |
| 5 | BOC |
BOSTON OMAHA Corp
|
17,213 | $234,785 | |
| 6 | CODI |
Compass Diversified Holdings
This page
|
15,000 | $159,900 | |
| 7 | OTTR |
Otter Tail Corp
|
1,216 | $109,415 | |
| 8 | SEB |
Seaboard Corp /De/
|
5 | $22,321 |
All Filings in CODI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,900 | 15,000 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||