UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to COMPASS DIVERSIFIED HOLDINGS (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) | --- | -- ...

| --- | --- | --- | |---------------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | CODI Investor | | | | | | | | Presentation | | | | | | | | | | | This presentation contains certain forward-looking statements within the meaning of the federal securities laws. These statements may be made a part of this presentation or by reference to other documents we file with the SEC. Some of the forward-looking statements can be identified by the use of forward-looking words ...

Compass Diversified (NYSE:CODI) Q4 2021 Earnings Conference Call February 24, 2022 5:00 PM ET Company Participants Matthew Berkowitz - The IGB Group Elias Sabo - Chief Executive Officer Patrick Maciariello - Chief Operating Officer Ryan Faulkingham - Chief Financial Officer and Executive Vice President Conference Call Participants Cristopher Kennedy - William Blair Operator Good afternoon and welcome to the Compass Diversified's Fourth Quarter 2021 Conference Call. Today's call is being recorded. [Operator ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34927 Compass Diversified Holdings (Exact name of registrant as specified in its charter) Delaware 57-6218917 (State or other jurisdiction of i ...

| --- | --- | --- | |---------------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | CODI Investor | | | | | | | | Presentation | | | | | | | | | | | This presentation contains certain forward-looking statements within the meaning of the federal securities laws. These statements may be made a part of this presentation or by reference to other documents we file with the SEC. Some of the forward-looking statements can be identified by the use of forwa ...

Compass Diversified (NYSE:CODI) Q3 2021 Earnings Conference Call October 28, 2021 5:00 PM ET Company Representatives Elias Sabo - Chief Executive Officer Ryan Faulkingham - Chief Financial Officer Pat Maciariello - Chief Operating Officer Dave Swanson - Chairman of Marucci Matt Berkowitz - The IGB Group Conference Call Participants Larry Solow - CJS Securities Matt Koranda - ROTH Capital Cris Kennedy - William Blair Operator Good afternoon and welcome to the Compass Diversified's Third Quarter 2021 Conferen ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to COMPASS DIVERSIFIED HOLDINGS (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) | --- ...

Company Overview - Compass Diversified Holdings (CODI) was founded in 1998 and had its IPO in 2006[9] - CODI has realized gains of over $1.1 billion since its IPO through 11 divestitures[10] - The company manages assets worth $2.5 billion across 10 current platforms[11, 12] - CODI has approximately $599 million in dry powder available for investment[14] - As of June 30, 2021, CODI has completed aggregate transactions worth over $6.4 billion, including 21 platforms and 28 add-ons[17] Financial Performance & Distributions - CODI's total return since IPO is 539.8%, compared to 274.8% for the Russell 2000[19] - Distributions paid since IPO amount to $21.12 per share, representing an approximate 5.7% yield as of July 27, 2021[19] - The company's full-year 2021 Adjusted EBITDA guidance is $350 million to $370 million, with an expected payout ratio of 55% to 65%[29] - June 30, 2021 TTM revenues and subsidiary pro forma adjusted EBITDA of $1.9 billion and $358 million, respectively[54] Strategic Initiatives - In March 2021, CODI issued $1.0 billion of 5.250% Senior Notes due 2029 and repaid $600 million of 8.000% Senior Notes due 2026[27] - CODI acquired Marucci Sports in April 2020 for $200 million and BOA Technology in October 2020 for $454 million[27, 28] - The company is exploring reclassification to C-Corp taxation to broaden its investor base[22]

Compass Diversified (NYSE:CODI) Q2 2021 Earnings Conference Call July 29, 2021 5:00 PM ET Company Participants Matt Berkowitz - Senior Account Executive, The IGB Group, IR Elias Sabo - CEO Pat Maciariello - COO, Compass Group Management Ryan Faulkingham - CFO Conference Call Participants Larry Solow - CJS Securities Matt Koranda - ROTH Capital Kyle Joseph - Jefferies Cris Kennedy - William Blair Derek Hewett - Bank of America Matt Tjaden - Raymond James Operator Good afternoon and welcome to the Compass Div ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Net availability under the 2021 For the transition period from to COMPASS DIVERSIFIED HOLDINGS (Exact name of registrant as specified in its charter) Delaware 57-6218917 (State or other jurisdiction of ...