CODI Compass Diversified Holdings

CIK 0001345126 7 ready 8-Ks latest August 10, 2026, 4:14 PM ET RSS · JSON

Activity: ELEVATED 3 filings / 30d vs 1 baseline Risk accumulating: repeated leadership change (3)

Ready 8-Ks 7

Latest filing August 10, 2026, 4:14 PM ET

Top materiality 0.85

Event mix other_material ×2 · earnings ×1 · dividend ×1

Sentiment 4 pos · 1 neg · 2 neu

Latest earnings reported 2026-Q2

Executive change recent →

SHENANIGAN SCORE 1 / 7 see the board

Recent 8-K filings for CODI

Highest-materiality recent filing

CODI Q2 net income $81.1M on Sterno gain; credit facility amended, CEO succession

August 10, 2026, 4:14 PM ET earnings materiality 0.85 positive item 1.01 item 2.02 item 9.01

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%.

Read filing →

August 10, 2026, 4:14 PM ET earnings materiality 0.85 positive item 1.01 item 2.02 item 9.01

CODI Q2 net income $81.1M on Sterno gain; credit facility amended, CEO succession

Q2 GAAP: revenue $424.0M (-11.4% YoY), net income $81.1M ($0.86/share) vs loss of $51.2M (-$0.88).
July 16, 2026, 4:25 PM ET other material materiality 0.65 negative item 4.01 item 9.01

Compass Diversified dismisses Grant Thornton, appoints Deloitte; prior audit had going concern and material weaknesses

Grant Thornton's 2024 report included going concern doubt and restatement; 2024 and 2025 reports had adverse internal control opinions.
July 13, 2026, 6:11 AM ET other material materiality 0.75 positive item 1.01 item 7.01 item 9.01

CODI amends MSA: base management fee cut to 1.25%, new performance awards, expected $19-22M annual savings

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.
July 1, 2026, 4:16 PM ET dividend materiality 0.25 neutral item 8.01 item 9.01

CODI declares Q2 2026 preferred distributions: Series A $0.453125, Series B/C $0.4921875

Series A Preferred quarterly distribution of $0.453125 per share, payable July 30, 2026.
June 24, 2026, 4:15 PM ET litigation materiality 0.75 positive item 1.01 item 8.01 item 9.01

CODI settles Lugano bankruptcy claims; expects recovery from inventory, tax refunds, insurance and litigation proceeds

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.
June 11, 2026, 6:31 AM ET leadership materiality 0.70 positive item 5.02 item 7.01 item 9.01 ◈ executive_change ×3

Compass Diversified CEO Elias Sabo to retire Dec 31, 2026; Zach Sawtelle named successor

Elias Sabo will retire as CEO and director on Dec 31, 2026; no disagreement cited.
May 22, 2026, 4:18 PM ET other materiality 0.00 neutral item 5.07 item 9.01

CODI shareholders elect 7 directors, approve say-on-pay, ratify Grant Thornton as auditor

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).

Executive changes

Departed

Elias J. Sabo

Chief Executive Officer and Director

CODI · Compass Diversified Holdings

Effective: 2026-12-31
Successor: Zach Sawtelle
Filed: June 11, 2026, 6:31 AM ET

On June 8, 2026, Elias J. Sabo informed Compass Group Diversified Holdings LLC (the “Company”) and Compass Diversified Holdings (NYSE: CODI) (the “Trust” and, together with the Company, “CODI”), as well as Compass Group Management LLC (“CGM”) and Sostratus LLC (“Sostratus”), of his decision to retire from his position as the Chief Executive Officer and a director of the Company and as a regular trustee of the Trust, each effective December 31, 2026.

Appointed

Zach Sawtelle

Chief Operating Officer

CODI · Compass Diversified Holdings

Effective: 2026-06-10
Filed: June 11, 2026, 6:31 AM ET

effective June 10, 2026, Mr. Sawtelle became the Chief Operating Officer of the Company.

Appointed

Zach Sawtelle

Chief Executive Officer

CODI · Compass Diversified Holdings

Effective: 2027-01-01
Filed: June 11, 2026, 6:31 AM ET

Effective January 1, 2027, Zach Sawtelle will become the Chief Executive Officer of the Company, as well as a regular trustee of the Trust, and Sostratus’ designated appointee to the Board.

Earnings & guidance

2026-Q2 EPS reported $0.31 filing →

Materiality & sentiment trend

Max materiality 0.85 · Median 0.70 · Most common event other_material

4 positive 1 negative 2 neutral

source · CODI on sec.gov