CGI Magyar Holdings LLC

CGI Magyar Holdings LLC (10% owner) sells 135,274 shares of CODI at $23.05; prior CODI sells all well-timed at 90-day mark.

CGI Magyar Holdings LLC, a 10% shareholder, sold 135,274 shares (135.3K shares) of CODI on 2024-11-11 at $23.05, reducing holdings by -1.8%. This sale occurs in the context of a strong insider track record: across the insider's prior four CODI trades (all sells on 2024-07-11 through 2024-07-16), every trade was well-timed at the 90-day mark, with 90-day returns ranging from -7.2% to -11.0%. The cross-ticker track record shows 100.00% well-timed rate on four prior sells with an average 90-day return of -9.0%. CODI fundamentals show annual revenue decline of -9.1% and a P/E of 12.72, suggesting the company faces headwinds. The current price is $23.27, -5.2% from the 52-week high of $24.56, and the stock has appreciated +13.7% over 90 days from the transaction date perspective, yet this does not yet reflect the post-transaction outcome. The patterned nature of the insider's prior exit activity at this ticker warrants attention to forward-looking price action.

CGI Magyar Holdings (10% owner) sold 269,681 shares across 2 transactions on July 15–16 for $6,301,286.30 at blended $23.37

CGI Magyar Holdings executed 2 separate sales totaling 269,681 shares for $6,301,286.30, reducing holdings from 7,861,152 to 7,591,471 shares (-3.4%). The sales were priced at $23.02 on July 15 and $23.49 on July 16, near current levels of $23.43 and within the 52-week range of $17.06–$24.56. The insider retains 7.59M shares post-transaction, maintaining a significant 10% stake. CODI's recent financial profile shows revenue of $524,300,000 with net loss of $1,648,000, and annual revenue has declined 9.1% year-over-year. The insider's cross-ticker track record includes only 2 prior sales across all tickers; outcomes on those sales at the 90-day mark remain not yet measurable.

CGI Magyar Holdings LLC sold 130,319 shares at blended avg $22.60, reducing 7.86M stake by 1.6% at CODI

CGI Magyar Holdings LLC, a 10% owner, executed 2 separate sales totaling 130,319 shares for $2,945,097.99 across July 11–12, 2024, at a blended average price of $22.60. The stake reduction of 1.6% from 7,991,471 to 7,861,152 shares is modest and the seller remains a substantial holder. The company's fundamentals show recent softness: revenue of $524,290,000.00 declined 9.1% year-over-year, net income was negative at $-1,648,000.00, and the stock is down 5.9% from its 52-week high of $24.56. These sales occurred in a context of deteriorating operating performance but without clear evidence of coordinated insider signaling, making the trades routine portfolio activity rather than a concentrated bearish statement.