{"filings":[{"id":2162561,"accession_number":"0001345126-26-000062","cik":1345126,"company_name":"Compass Diversified Holdings","ticker":"CODI","form_type":"8-K","filed_at":"2026-08-10T20:14:18+00:00","items":["1.01","2.02","9.01"],"status":"ready","headline":"CODI Q2 net income $81.1M on Sterno gain; credit facility amended, CEO succession","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 GAAP: revenue $424.0M (-11.4% YoY), net income $81.1M ($0.86/share) vs loss of $51.2M (-$0.88).","Non-GAAP Adjusted EBITDA $91.5M, up 12.6% YoY; Branded Consumer +24.2%, Industrial -12.8%.","Completed sale of Sterno Food Service Business; applied >$280M to debt reduction; total debt down to $1,592.3M from $1,890.7M at 12/31/25.","Amended credit facility: maturity extended to Jan 12, 2028; revolver commitments cut from $100M to $54M; leverage covenants reset.","CEO Elias Sabo to retire Dec 31, 2026; Zach Sawtelle named COO and CEO successor."],"consensus_eps_estimate":null,"consensus_eps_actual":0.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":850897000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":869727818.885246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1692358,"accession_number":"0001345126-26-000057","cik":1345126,"company_name":"Compass Diversified Holdings","ticker":"CODI","form_type":"8-K","filed_at":"2026-07-16T20:25:00+00:00","items":["4.01","9.01"],"status":"ready","headline":"Compass Diversified dismisses Grant Thornton, appoints Deloitte; prior audit had going concern and material weaknesses","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Grant Thornton's 2024 report included going concern doubt and restatement; 2024 and 2025 reports had adverse internal control opinions.","No disagreements between CODI and Grant Thornton on accounting matters during the relevant periods.","Deloitte appointed to review interim Q2 2026 and audit FY 2026; no prior consultations with Deloitte.","Audit Committee approved dismissal and appointment on July 16, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":869727818.885246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1591396,"accession_number":"0001345126-26-000054","cik":1345126,"company_name":"Compass Diversified Holdings","ticker":"CODI","form_type":"8-K","filed_at":"2026-07-13T10:11:16+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"CODI amends MSA: base management fee cut to 1.25%, new performance awards, expected $19-22M annual savings","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Base management fee reduced from 2.00% to 1.25% on first $3B of ANA, with tiered rates above; 2027 base fee capped at $30M.","Existing incentive fee replaced by Share Alignment Award (0.125% of avg ANA) and Performance-Based Award (0.125% of avg ANA, tied 70% to TSR, 30% to EBITDA).","Expected 2027 management fee reduction of ~$19-22M vs. prior formula; CODI reaffirms full-year 2026 outlook.","Parties intend to seek shareholder approval at 2027 annual meeting for equity-based incentive structure starting 2028.","Governance enhancements: share ownership guidelines, clawback provisions, Compensation Committee oversight."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":869727818.885246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1388116,"accession_number":"0001345126-26-000052","cik":1345126,"company_name":"Compass Diversified Holdings","ticker":"CODI","form_type":"8-K","filed_at":"2026-07-01T20:16:20+00:00","items":["8.01","9.01"],"status":"ready","headline":"CODI declares Q2 2026 preferred distributions: Series A $0.453125, Series B/C $0.4921875","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Series A Preferred quarterly distribution of $0.453125 per share, payable July 30, 2026.","Series B Preferred quarterly distribution of $0.4921875 per share, payable July 30, 2026.","Series C Preferred quarterly distribution of $0.4921875 per share, payable July 30, 2026.","Record date for all three series is July 15, 2026; covers period April 30 to July 30, 2026.","Distributions expected to be qualified dividends for U.S. federal income tax purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":869727818.885246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1249799,"accession_number":"0001345126-26-000050","cik":1345126,"company_name":"Compass Diversified Holdings","ticker":"CODI","form_type":"8-K","filed_at":"2026-06-24T20:15:55+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"CODI settles Lugano bankruptcy claims; expects recovery from inventory, tax refunds, insurance and litigation proceeds","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["CODI to receive 34.79% of net proceeds from Lugano inventory sale, tax refunds, and theft insurance; 45% from certain third-party litigation; 25% from other litigation.","Settlement contingent on creditor approval and bankruptcy court confirmation of Lugano Plan of Liquidation; no assurance of effectiveness or timing.","CODI and related parties receive releases from all claims by Lugano estate; CODI retains residual claim but expects no material recovery from it.","Chairman says settlement accelerates resolution, reduces costs and uncertainty; CODI can focus on deleveraging and closing valuation gap.","CODI also reviewing management services agreement, expects to complete in coming weeks."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":869727818.885246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":981717,"accession_number":"0001345126-26-000048","cik":1345126,"company_name":"Compass Diversified Holdings","ticker":"CODI","form_type":"8-K","filed_at":"2026-06-11T10:31:55+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Compass Diversified CEO Elias Sabo to retire Dec 31, 2026; Zach Sawtelle named successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Elias Sabo will retire as CEO and director on Dec 31, 2026; no disagreement cited.","Zach Sawtelle appointed COO effective June 10, 2026; to become CEO on Jan 1, 2027.","Sawtelle is a CGM partner since 2019 and COO of external manager; serves on multiple subsidiary boards.","CODI reaffirms full-year 2026 outlook; MSA review progressing with completion expected in coming weeks.","Sawtelle will be Sostratus' appointee to the Board; indemnification agreement to be entered."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":869727818.885246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":609881,"accession_number":"0001345126-26-000043","cik":1345126,"company_name":"Compass Diversified Holdings","ticker":"CODI","form_type":"8-K","filed_at":"2026-05-22T20:18:38+00:00","items":["5.07","9.01"],"status":"ready","headline":"CODI shareholders elect 7 directors, approve say-on-pay, ratify Grant Thornton as auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["7 directors elected: Enterline, Edwards, Kim, Locke Simon, Mahon, Richter, Shaffer. For votes ranged 41.5M-46.5M, with most withheld votes for Shaffer (10.4M).","Non-binding say-on-pay approved: 40.5M for, 5.6M against, 5.8M abstain, broker non-vote 11.96M.","Ratification of Grant Thornton LLP as FY2026 auditor passed: 54.4M for, 2.3M against, 7.1M abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.0,"calibrated_materiality_score":0.0,"market_cap_usd":869727818.885246,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}