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Brennan Asset Management, LLC's investment thesis on Compass Diversified ($CODI) — Q4 2025 | Buyside Digest

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$CODINASDAQCompass Diversified

BULL

Brennan Asset Management, LLC—CODI

Fund Letter

Q4 2025

Published December 31, 2025

View Fund Profile

$11.67USD

-0.0% vs last month

$4.65Pitched

+151.0% since pitch

Market Cap$819.3M

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Following a fraud incident at its Lugano subsidiary, Compass Diversified's core operations have remained stable, maintaining original guidance once Lugano is excluded. The manager is...

— Patrick Brennan

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What other investors think about $CODI, and what else Brennan Asset Management, LLC is buying.

Other pitches on $CODI

Other investors who've written on Compass Diversified

Brennan Asset Management, LLCBULL

Pitched Apr 24, 2026

We increased our position in Compass Diversified Holdings (CODI) and CAB Payments (CAB), two names that caused considerable headaches over the past 12-24 months, and both have dutifully produced a goo

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