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ADW Capital Partners, L.P., ADW Capital Management, LLC, and Adam D. Wyden jointly report their initial ownership position in Compass Diversified Holdings. The filing shows indirect holdings of 3,750,000 Common Shares and several freely exercisable option positions tied to the company’s common shares.
The group reports call options with rights to buy 5,000,000 Common Shares at $8.00 and 1,750,000 Common Shares at $7.00, and a call option representing an obligation to sell 6,750,500 Common Shares at $15.00, all expiring on January 15, 2027. The parties state that ADW Capital Partners is the record owner and that each reporting person disclaims beneficial ownership except to the extent of any pecuniary interest.
Compass Diversified Holdings insider Keller Stephen reported open-market purchases of Common Shares. On April 6, 2026, entities associated with him bought a total of 30,000 Common Shares in two transactions. A rollover IRA acquired 20,000 shares at a weighted average price of $8.6619 per share, and a Roth IRA acquired 10,000 shares at $8.50 per share. Following these transactions, indirect holdings include 20,000 shares by a Rollover IRA and 10,000 shares by a Roth IRA, while direct ownership stands at 11,840.375 Common Shares.
ADW Capital Partners and affiliates amended their Schedule 13D on Compass Diversified Holdings to report beneficial ownership of 10,500,000 shares, or 14.0% of the class. This total includes 6,750,000 shares that could be acquired within 60 days through call options.
On April 2, 2026, ADW Capital Partners, L.P. spent approximately $8,610,000 to purchase call options referencing 3,000,000 shares with a strike price of $8.00 per share expiring January 15, 2027, and sold call options referencing 3,000,000 shares with a strike price of $15.00 per share expiring on the same date.
Compass Diversified Holdings announced quarterly cash distributions on its three preferred share series for the first quarter of 2026. Holders of the 7.250% Series A Preferred Shares will receive a distribution of $0.453125 per share. Holders of the 7.875% Series B and 7.875% Series C Preferred Shares will each receive $0.4921875 per share.
These distributions cover the period from January 30, 2026 up to, but excluding, April 30, 2026, and are payable on April 30, 2026 to holders of record as of April 15, 2026. The company notes that preferred cash distributions generally qualify as “qualified dividends” for U.S. federal income tax purposes when paid from earnings and profits, with any excess treated first as a non-taxable return of capital and then as capital gain.
ADW Capital Partners and related parties amended their ownership filing on Compass Diversified Holdings to report beneficial ownership of 7,500,000 shares, or 9.9% of the class. This total includes 3,750,000 shares that could be acquired within 60 days through call options.
On March 26, 2026, ADW Capital Partners spent approximately $4,322,500 to buy call options on 1,750,000 shares with a $7.00 exercise price, expiring January 15, 2027, and sold call options on 1,750,000 shares with a $15.00 exercise price, also expiring January 15, 2027. On February 27, 2026, it sold call options on 500 shares for about $590 with a $15.00 exercise price expiring January 15, 2027.
Compass Diversified agreed to sell the food service business of its majority-owned subsidiary Sterno to Archer Foodservice Partners for an enterprise value of $292.5 million, subject to customary adjustments. In 2025, the business generated subsidiary Adjusted EBITDA of about $30.3 million, including shared overhead that will remain after closing.
The company plans to use net proceeds to repay outstanding debt and expects its senior secured net leverage ratio to fall below 1.0x, helping avoid excess leverage fees beyond June 30, 2026. CODI will retain Sterno’s home fragrance operations, which will continue under the Rimports name. The transaction is subject to regulatory and other customary closing conditions and is expected to close in Q2 2026.
Compass Diversified Holdings had an initial insider ownership report filed by Kim Eugene L. on Form 3. The filing lists Kim Eugene L. as a reporting person but does not show any buy, sell, or other share transactions, and no specific holdings are detailed in the provided data.
Compass Diversified Holdings filed an amended Form 3 for reporting person Glenn R. Richter. The amendment functions as an updated initial statement of beneficial ownership, and the excerpt shows no reportable transactions or derivative positions associated with this filing.
Compass Diversified Holdings filed an initial insider ownership report on Form 3 for Glenn R. Richter. The filing does not list any transactions, share holdings, or derivative positions for this reporting person, serving mainly as a baseline regulatory disclosure of insider status.
Compass Diversified Holdings reported changes to its Board of Directors. Alexander S. Bhathal notified the company of his decision to resign as a director effective February 28, 2026, citing other commitments and affirming that his resignation did not stem from any disagreement with the company or its Board.
Effective March 1, 2026, the Board increased its size from seven to eight members and elected Eugene Kim and Glenn Richter to fill the vacancy created by Mr. Bhathal’s resignation and the newly created seat. Both will serve until the next election of directors at the 2026 annual shareholders’ meeting.
Mr. Kim joined the Board’s Audit and Compensation Committees, while Mr. Richter joined the Audit and Nominating & Corporate Governance Committees. Each will be compensated in line with other non-management directors, and the company stated there are no related-party transactions requiring disclosure in connection with their appointments.