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Locke Simon Heidi

1 filing analyzed · 1 company · Latest 2024-09-12

Companies

Company Buys Sells Direction
Compass Diversified Holdings CODI 1 0 Net buying

Activity

September 2024
medium
Buy
19,800 shares
$399,075
Significance 5/10

Locke Simon Heidi purchased 19,800 shares of CODI at $20.16 on 2024-09-11, raising position from 2,488 to 22,288 shares (+795.8%).

Locke Simon Heidi executed a substantial open-market purchase of 19,800 shares valued at $399,074.94, increasing her holdings by approximately eight-fold from 2,488 to 22,288 shares. This is her second purchase of CODI in 2024, following an initial buy on 2024-01-31 that delivered a 30-day return of +4.5% but a 90-day return of -0.6%. The current share price of $20.56 is -16.3% from the 52-week high of $24.56 and has declined 7.0% over the past 90 days, placing the purchase into a down-market environment. The company reported a net loss of $19,529,000 in the latest quarter and negative annual revenue growth of -9.1%, with a market cap of $1,555,411,000.16, which may influence investor interpretation of the purchase rationale.

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