JACOBS LEVY EQUITY MANAGEMENT, INC
Position in CODI — Compass Diversified Holdings
CIK 884414
FLORHAM PARK, NJ
Position in CODI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,408,176
+$953,272 QoQ
Shares Held
1,163,994
-20.1% QoQ
Ownership
1.55%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#14
of 180 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in CODI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $95,208,169 across 4 Conglomerates names. CODI ranks #2 (13.0% of the industry book) .
All Filings in CODI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,408,176 | 1,163,994 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,454,904 | 1,457,367 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,438,758 | 1,966,408 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,430,572 | 1,122,443 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,201,265 | 350,520 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||