Insight Advisors, LLC/ PA CODI — COMPASS DIVERSIFIED

Ownership history in Insight Advisors, LLC/ PA  ·  10 quarters on record

AI Ownership Summary

Insight Advisors, LLC/ PA reported COMPASS DIVERSIFIED (CODI) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.07% in 2024 Q1. The latest visible filing shows CODI at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CODI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Insight Advisors, LLC/ PA's position in COMPASS DIVERSIFIED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CODI was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CODI stock page Insight Advisors, LLC/ PA fund profile Insight Advisors, LLC/ PA full holdings
How Insight Advisors, LLC/ PA held CODI — position size vs. price
% of Fund (quarterly)    CODI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 16,575 — 0% 0.03% $177K 2026-08-05 $10.85
2026 Q1 REDUCED — — — 16,575 -541 -3.2% 0.02% $130K 2026-05-12 $11.97
2025 Q4 ADDED — — — 17,116 +2 +0.0% 0.01% $82K 2026-02-11 $6.66
2025 Q3 REDUCED — — — 17,114 -2 -0.0% 0.02% $113K 2025-11-10 $5.98
2025 Q2 ADDED — — — 17,116 +2,440 +16.6% 0.02% $107K 2025-07-30 $6.45
2025 Q1 ADDED — — — 14,676 +49 +0.3% 0.05% $274K 2025-04-11 $16.33
2024 Q4 ADDED — — — 14,627 +51 +0.3% 0.06% $338K 2025-01-27 $20.97
2024 Q3 REDUCED — — — 14,576 -57 -0.4% 0.06% $323K 2024-10-15 $20.23
2024 Q2 ADDED — — — 14,633 +46 +0.3% 0.06% $320K 2024-07-15 $22.00
2024 Q1 INITIATED — — — 14,587 — — 0.07% $351K 2024-05-06 $21.04

🏢 Other funds also holding CODI

As of 2026 Q2 — sorted by position size

TradeLink Capital LLC 3Y 7Y 4.79% SG Capital Management LLC 3Y 7Y 2.16% Essex Financial Services, Inc. 3Y 7Y 0.66% Magnolia Private Wealth, LLC 0.13% OAK FAMILY ADVISORS, LLC 3Y 0.11% NAVELLIER & ASSOCIATES INC 3Y 7Y 0.06% Y-Intercept (Hong Kong) Ltd 3Y 0.04% North Star Investment Management Corp. 3Y 7Y 0.04% ARS Investment Partners, LLC 3Y 7Y 0.03% State of Wyoming 3Y 0.03%

FAQ About Insight Advisors, LLC/ PA and CODI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Insight Advisors, LLC/ PA reported owning CODI?

Insight Advisors, LLC/ PA reported CODI across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CODI position in Insight Advisors, LLC/ PA's portfolio?

The largest reported portfolio weight for CODI was 0.07% in 2024 Q1.

What is the latest reported CODI position on this page?

The most recent filing on this page is 2026 Q2, when Insight Advisors, LLC/ PA reported 16,575 shares, equal to 0.03% of portfolio, with an estimated market value of $177K.

What does the chart on this CODI ownership page compare?

The chart compares Insight Advisors, LLC/ PA's quarterly CODI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Insight Advisors, LLC/ PA time their CODI position?

Based on 13F filing dates vs. subsequent CODI price moves, Insight Advisors, LLC/ PA correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on CODI relative to SPY over the holding period was -38.4%.

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