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American Century group (CODI) discloses 5.4% Compass Diversified holding

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(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

American Century Investment Management, Inc., together with American Century Companies, Inc. and the Stowers Institute for Medical Research, reports beneficial ownership of Compass Diversified Holdings common stock. The group reports beneficial ownership of 4,073,422 shares, representing 5.4% of the outstanding common stock as of June 30, 2026.

The reporting persons hold 3,879,187 shares with sole voting power and 4,073,422 shares with sole dispositive power, with no shared voting or dispositive power. American Century Investment Management, Inc. is identified as an investment adviser subsidiary of American Century Companies, Inc., which is controlled by the Stowers Institute for Medical Research.

Positive

  • None.

Negative

  • None.
Shares beneficially owned 4,073,422 shares Compass Diversified common stock beneficially owned by the reporting persons as of June 30, 2026
Percent of class 5.4% Percentage of Compass Diversified common stock beneficially owned
Sole voting power 3,879,187 shares Shares of Compass Diversified over which the reporting persons have sole voting power
Sole dispositive power 4,073,422 shares Shares of Compass Diversified over which the reporting persons have sole dispositive power
beneficial owner regulatory
"that is a beneficial owner of securities that are subject of this schedule"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
sole voting power regulatory
"5 | Sole Voting Power 3,879,187.00 6 | Shared Voting Power 0.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power regulatory
"7 | Sole Dispositive Power 4,073,422.00 8 | Shared Dispositive Power 0.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
parent holding company regulatory
"If a parent holding company has filed this schedule, pursuant to (ii)(G)"
Investment Advisers Act of 1940 regulatory
"an investment adviser registered under Section 203 of the Investment Advisers Act of 1940"
A U.S. federal law that sets rules for people and firms who give investment advice, requiring them to register with regulators, be honest about conflicts, keep records, and follow basic standards of care. It matters to investors because those rules act like licensing and consumer protections — similar to having safety standards for a mechanic — helping ensure advisers act in clients’ financial interests and reducing the risk of fraud or misuse of funds.

FAQ

What ownership stake in CODI does American Century report in this Schedule 13G/A?

American Century and related entities report beneficial ownership of 4,073,422 shares of Compass Diversified Holdings common stock, representing 5.4% of the class as of June 30, 2026.

How much voting power over CODI shares does American Century have?

The reporting group has sole voting power over 3,879,187 shares of Compass Diversified Holdings and no shared voting power, according to the Schedule 13G/A.

Which entities are joint filers on this CODI Schedule 13G/A?

The joint filers are American Century Investment Management, Inc., American Century Companies, Inc., and the Stowers Institute for Medical Research, which controls American Century Companies, Inc.

What dispositive power over CODI shares is reported by American Century?

The reporting persons disclose sole dispositive power over 4,073,422 shares of Compass Diversified Holdings common stock and no shared dispositive power over any shares.

As of what date is the CODI ownership information by American Century reported?

The beneficial ownership information for Compass Diversified Holdings is reported as of June 30, 2026, per the cover information in the Schedule 13G/A amendment.

What role does American Century Investment Management, Inc. play regarding CODI shares?

American Century Investment Management, Inc. is described as an investment adviser and wholly owned subsidiary of American Century Companies, Inc., advising clients that hold the Compass Diversified Holdings shares.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





20451Q104

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



American Century Investment Management, Inc.
Signature:American Century Investment Management, Inc.
Name/Title:/s/ John Pak / Senior Vice President
Date:08/14/2026
American Century Companies, Inc.
Signature:American Century Companies, Inc.
Name/Title:/s/ John Pak / Senior Vice President
Date:08/14/2026
Stowers Institute for Medical Research
Signature:Stowers Institute for Medical Research
Name/Title:/s/ Joselyn Verschelden / Authorized Signer
Date:08/14/2026
Exhibit Information

EXHIBIT Each of the undersigned hereby agrees and consents to the execution and joint filing on its behalf by American Century Investment Management, Inc. of this Schedule 13G respecting the beneficial ownership of the securities which are the subject of this schedule. Dated this 14th day of August, 2026. AMERICAN CENTURY INVESTMENT MANAGEMENT, INC. ("ACIM") AMERICAN CENTURY COMPANIES, INC. ("ACC") By: __/s/ John Pak___________________ John Pak Senior Vice President, ACIM and ACC STOWERS INSTITUTE FOR MEDICAL RESEARCH, solely in its capacity as control entity of ACC By: __/s/ Joselyn Verschelden_________ Joselyn Verschelden Authorized Signer