Rep. Brian Babin Sells Off Shares of Compass Diversified Holdings (NYSE:CODI)

Representative Brian Babin (Republican-Texas) recently sold shares of Compass Diversified Holdings (NYSE:CODI). In a filing disclosed on May 18th, the Representative disclosed that they had sold between $1,001 and $15,000 in Compass Diversified stock on May 5th. The trade occurred in the Representative’s “UBS SEP IRA” account.

Representative Brian Babin also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Westshore Terminals Investment (OTCMKTS:WTSHF) on 5/5/2026.
• Sold $1,001 – $15,000 in shares of FTAI Infrastructure (NASDAQ:FIP) on 5/5/2026.
• Sold $15,001 – $50,000 in shares of Wheaton Precious Metals (NYSE:WPM) on 5/5/2026.
• Sold $1,001 – $15,000 in shares of Energy Transfer (NYSE:ET) on 5/5/2026.
• Sold $1,001 – $15,000 in shares of South32 (OTCMKTS:SOUHY) on 5/5/2026.
• Sold $1,001 – $15,000 in shares of Range Resources (NYSE:RRC) on 5/5/2026.
• Sold $1,001 – $15,000 in shares of Enbridge (NYSE:ENB) on 5/5/2026.
• Sold $15,001 – $50,000 in shares of Huntington Ingalls Industries (NYSE:HII) on 5/5/2026.
• Sold $1,001 – $15,000 in shares of Woodside Energy Group (NYSE:WDS) on 5/5/2026.
• Sold $50,001 – $100,000 in shares of FTAI Aviation (NASDAQ:FTAI) on 5/5/2026.

Compass Diversified Price Performance

Shares of NYSE:CODI opened at $11.94 on Wednesday. The firm has a 50 day moving average of $9.41 and a 200-day moving average of $7.24. Compass Diversified Holdings has a 12 month low of $4.58 and a 12 month high of $12.64. The company has a current ratio of 2.67, a quick ratio of 1.56 and a debt-to-equity ratio of 34.60. The stock has a market capitalization of $898.06 million, a PE ratio of -3.05 and a beta of 1.29.

Analyst Ratings Changes

Several equities research analysts have weighed in on CODI shares. CJS Securities upgraded Compass Diversified to an “outperform” rating in a research note on Tuesday, January 27th. Zacks Research raised Compass Diversified from a “strong sell” rating to a “hold” rating in a report on Monday, March 16th. Weiss Ratings upgraded Compass Diversified from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Tuesday, April 21st. B. Riley Financial lifted their target price on Compass Diversified from $8.00 to $10.50 and gave the company a “neutral” rating in a research report on Tuesday, April 7th. Finally, Compass Point set a $15.00 target price on Compass Diversified in a research note on Tuesday, January 27th. One investment analyst has rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Compass Diversified currently has a consensus rating of “Hold” and a consensus target price of $12.75.

Institutional Investors Weigh In On Compass Diversified

Several hedge funds have recently added to or reduced their stakes in the business. SG Capital Management LLC acquired a new stake in Compass Diversified in the fourth quarter valued at $7,626,000. CenterBook Partners LP bought a new stake in Compass Diversified in the fourth quarter valued at $6,597,000. Mangrove Partners IM LLC grew its stake in shares of Compass Diversified by 48.7% in the 3rd quarter. Mangrove Partners IM LLC now owns 3,684,800 shares of the financial services provider’s stock valued at $24,393,000 after buying an additional 1,206,524 shares during the period. Western Standard LLC bought a new stake in Compass Diversified in the 4th quarter valued at about $5,592,000. Finally, Healthcare of Ontario Pension Plan Trust Fund acquired a new position in Compass Diversified during the 4th quarter worth approximately $4,099,000. 72.73% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Compass Diversified

In other news, insider Stephen Keller bought 30,000 shares of the business’s stock in a transaction that occurred on Monday, April 6th. The shares were bought at an average cost of $8.61 per share, for a total transaction of $258,300.00. Following the acquisition, the insider directly owned 20,000 shares in the company, valued at approximately $172,200. This trade represents a -300.00% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.60% of the stock is owned by insiders.

About Representative Babin

Brian Babin (Republican Party) is a member of the U.S. House, representing Texas’ 36th Congressional District. He assumed office on January 3, 2015. His current term ends on January 3, 2027.

Babin (Republican Party) is running for re-election to the U.S. House to represent Texas’ 36th Congressional District. He declared candidacy for the 2026 election.

Babin is a member of the House Transportation and Infrastructure Committee and the House Committee on Science, Space, and Technology.

Babin served in the United States Air Force as a captain from 1975 to 1979. While serving, he earned his B.S. in biology from Lamar University in 1973. He then enrolled in dental school at the University of Texas and graduated with his D.D.S. in 1976. He has been engaged in general dental practice since 1979.

About Compass Diversified

Compass Diversified Holdings (NYSE:CODI) is a publicly traded private equity company headquartered in Bethesda, Maryland. The firm specializes in acquiring and managing middle-market businesses across a variety of industries, with a focus on driving operational performance and sustainable growth. As an externally managed entity, Compass Diversified leverages a disciplined investment approach to build a portfolio of market-leading companies that benefit from strategic oversight, capital support and shared best practices.

Compass Diversified’s investment activities span five core sectors: branded consumer, consumer services, differentiated industrial products, value-added distribution and business services.