Resolute/Tungsten Disclose ~42% Beneficial Stake in CompoSecure (CMPO)
Rhea-AI Filing Summary
Amendment No. 4 to Schedule 13D updates beneficial ownership details for Class A Common Stock of CompoSecure, Inc. The reporting persons state the amendment is solely due to a change in the aggregate number of Class A shares outstanding and not due to any new transaction by them. Resolute Compo Holdings LLC holds 49,290,409 shares (41.0% of Class A). Tungsten 2024 LLC and Thomas R. Knott each report beneficial ownership of 49,937,302 shares (41.5%). John D. Cote reports 51,437,302 shares (42.8%), reflecting an additional 1,500,000 shares held by Ridge Valley LLC. The row percentages are based on 120,239,665 Class A shares outstanding as of August 27, 2025. Tungsten is the managing member of Resolute Compo Holdings and has voting/dispositive rights subject to consultation rights held by Mr. Knott.
Positive
- Material disclosure of substantial ownership: Resolute Compo Holdings, Tungsten 2024 LLC, Thomas R. Knott, and John D. Cote disclose combined meaningful stakes (41.0%–42.8%) of Class A stock.
- Clarifies control relationships: Filing explains that Tungsten is managing member of Resolute Compo Holdings and describes voting/dispositive rights and consultation rights for Mr. Knott.
- Amendment due to share count change only: Reporting persons state the amendment results solely from a change in outstanding shares, not new transactions by them.
Negative
- None.
Insights
TL;DR: A coordinated group controls roughly 41-43% of Class A shares, a sizeable, potentially influential stake.
The reporting persons disclose substantial shared beneficial ownership of CompoSecure Class A stock driven by record holdings in Resolute Compo Holdings and Tungsten. The filings emphasize that this amendment reflects an increase in the denominator
TL;DR: The filing clarifies ownership structure and control arrangements, important for shareholder governance.
The amendment provides clear attribution of record and shared holdings across affiliated entities and individuals, specifying voting and dispositive power allocations and consultation rights. Disclosure that the filing results from a change in total outstanding shares