Position in CODI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,132
-$1,602 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#170
of 180 holders
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CODI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026WEST PACES ADVISORS INC. holds $99,428 across 3 Conglomerates names. CODI ranks #3 (2.1% of the industry book) .
All Filings in CODI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,132 | 200 | Shares | Sole | 2026-07-20 | |
| 2025-03-31 | $3,734 | 200 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $4,616 | 200 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,426 | 200 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,378 | 200 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $4,814 | 200 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,490 | 200 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,754 | 200 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $4,338 | 200 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $3,816 | 200 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $3,646 | 200 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $3,612 | 200 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $4,284 | 200 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $4,754 | 200 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $6,116 | 200 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $5,634 | 200 | Shares | Sole | 2023-12-20 | |
| No filing history on record for this holder in this stock. | ||||||