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CMPO Schedule 13D/A: Resolute/Tungsten Group Reports 44–46% Ownership

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Form Type
SCHEDULE 13D/A

Rhea-AI Filing Summary

Amendment No. 3 to a Schedule 13D filed for CompoSecure, Inc. (CMPO) updates beneficial ownership amounts solely due to a change in the number of Class A shares outstanding. The reporting persons—Resolute Compo Holdings LLC, Tungsten 2024 LLC, Thomas R. Knott and John D. Cote—collectively report shared voting and dispositive power over significant stakes. Resolute Compo Holdings holds 49,290,409 Class A shares (44.3% of the class). Tungsten 2024 LLC and Thomas R. Knott report beneficial ownership of 49,937,302 shares (44.8%). John D. Cote reports 51,437,302 shares (46.2%), which includes 1,500,000 shares held by Ridge Valley LLC. The amendment states it was filed only because of a change in the aggregate shares outstanding and not due to any transaction by the reporting persons.

Positive

  • Transparent update of beneficial ownership percentages explicitly tied to a change in outstanding shares, not new transactions
  • Detailed ownership breakdown across entities and individuals clarifies control relationships (Tungsten, Resolute Compo Holdings, Knott, Cote)

Negative

  • High concentration of Class A voting/dispositive power held by related parties (reported between 44.3% and 46.2%) which may raise governance concentration concerns

Insights

TL;DR: Reporting group holds a near-controlling combined stake (44–46%) and amended ownership percentages reflect updated share count only.

The filing clarifies beneficial ownership across related entities and individuals, attributing shared voting and dispositive power to Tungsten 2024 LLC, Resolute Compo Holdings LLC, Thomas R. Knott and John D. Cote. Key metrics are the reported share counts and percentages—49.29M (44.3%), 49.94M (44.8%) and 51.44M (46.2%)—calculated using 111,388,134 Class A shares outstanding as of August 22, 2025. No new transactions, agreements or changes to source of funds are disclosed within this amendment; it solely updates ownership percentages based on the changed share base.

TL;DR: The amendment is administrative: ownership allocations among related parties are restated without any new actions.

The statement highlights control relationships—Tungsten as managing member of Resolute Compo Holdings and consultation rights for Mr. Knott—which explain why multiple parties may be deemed to share beneficial ownership. The filing does not report litigation, changes in business purpose, or new source-of-funds events. For governance review, the important disclosure is the concentration of economic and voting power among connected parties and the precise share counts used to compute percentages.






If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).






SCHEDULE 13D




Comment for Type of Reporting Person:
Consists of 49,290,409 shares of Class A Common Stock, $0.0001 par value per share, issued by CompoSecure, Inc. (the "Class A Common Stock"), held of record by Resolute Compo Holdings LLC ("Resolute Compo Holdings"). Row (13) is based upon 111,388,134 shares of Class A Common Stock that were outstanding as of August 22, 2025.


SCHEDULE 13D




Comment for Type of Reporting Person:
Consists of (i) 646,893 shares of Class A Common Stock held of record by Tungsten 2024 LLC ("Tungsten"), and (ii) 49,290,409 shares of Class A Common Stock held of record by Resolute Compo Holdings. Tungsten is the managing member of Resolute Compo Holdings, John Cote is the manager of Tungsten and Thomas Knott is a member of Resolute Compo Holdings. Tungsten, as managing member, has the right to vote and dispose of the shares of Class A Common Stock reported herein, subject to certain consultation rights held by Mr. Knott. Accordingly, Tungsten, Resolute Holdings, Mr. John Cote and Mr. Knott may each be deemed to share beneficial ownership of the shares of Class A Common Stock held of record by Resolute Compo Holdings, and Tungsten, Mr. John Cote and Mr. Knott may each be deemed to share beneficial ownership of the shares of Class A Common Stock held of record by Tungsten. Row (13) is based upon 111,388,134 shares of Class A Common Stock that were outstanding as of August 22, 2025.


SCHEDULE 13D




Comment for Type of Reporting Person:
Consists of (i) 646,893 shares of Class A Common Stock held of record by Tungsten, and (ii) 49,290,409 shares of Class A Common Stock held of record by Resolute Compo Holdings. Tungsten is the managing member of Resolute Compo Holdings, John Cote is the manager of Tungsten and Thomas Knott is a member of Resolute Compo Holdings. Tungsten, as managing member, has the right to vote and dispose of the shares of Class A Common Stock reported herein, subject to certain consultation rights held by Mr. Knott. Accordingly, Tungsten, Resolute Holdings, Mr. John Cote and Mr. Knott may each be deemed to share beneficial ownership of the shares of Class A Common Stock held of record by Resolute Compo Holdings, and Tungsten, Mr. John Cote and Mr. Knott may each be deemed to share beneficial ownership of the shares of Class A Common Stock held of record by Tungsten. Row (13) is based upon 111,388,134 shares of Class A Common Stock that were outstanding as of August 22, 2025.


SCHEDULE 13D




Comment for Type of Reporting Person:
Consists of (i) 646,893 shares of Class A Common Stock held of record by Tungsten, (ii) 49,290,409 shares of Class A Common Stock held of record by Resolute Compo Holdings and (iii) 1,500,000 shares of Class A Common Stock held by Ridge Valley LLC. Tungsten is the managing member of Resolute Compo Holdings, John Cote is the manager of Tungsten and Thomas Knott is a member of Resolute Compo Holdings. Tungsten, as managing member, has the right to vote and dispose of the shares of Class A Common Stock reported herein, subject to certain consultation rights held by Mr. Knott. Accordingly, Tungsten, Resolute Holdings, Mr. John Cote and Mr. Knott may each be deemed to share beneficial ownership of the shares of Class A Common Stock held of record by Resolute Compo Holdings, and Tungsten, Mr. John Cote and Mr. Knott may each be deemed to share beneficial ownership of the shares of Class A Common Stock held of record by Tungsten. Row (13) is based upon 111,388,134 shares of Class A Common Stock that were outstanding as of August 22, 2025.


SCHEDULE 13D


Resolute Compo Holdings LLC
Signature:/s/ John D. Cote
Name/Title:John D. Cote, Manager of Tungsten 2024 LLC, its managing member
Date:08/22/2025
Tungsten 2024 LLC
Signature:/s/ John D. Cote
Name/Title:Manager
Date:08/22/2025
Thomas R. Knott
Signature:/s/ Thomas R. Knott
Name/Title:Thomas R. Knott
Date:08/22/2025
John D. Cote
Signature:/s/ John D. Cote
Name/Title:John D. Cote
Date:08/22/2025

FAQ

What stake does the reporting group hold in CompoSecure (CMPO)?

The filings show shared beneficial ownership reported as 49,290,409 shares (44.3%) for Resolute Compo Holdings, 49,937,302 shares (44.8%) for Tungsten 2024 LLC/Thomas R. Knott, and 51,437,302 shares (46.2%) for John D. Cote (including Ridge Valley LLC).

Why was Amendment No. 3 filed for the Schedule 13D?

The amendment states it was filed solely due to a change in the aggregate number of Class A Common Stock outstanding and not because of any transaction by the reporting persons.

How many Class A shares were outstanding for percentage calculations?

Percentages are based on 111,388,134 shares of Class A Common Stock outstanding as of August 22, 2025.

Who has voting and dispositive power over the reported shares?

Tungsten 2024 LLC, as managing member of Resolute Compo Holdings, has the right to vote and dispose of the shares reported for Resolute Compo Holdings, subject to consultation rights of Mr. Knott; related parties may be deemed to share beneficial ownership.

Did the filing report any change in source of funds or legal proceedings?

The cover pages list source of funds as PF and OO where indicated and explicitly state no change to Items 2(c)-(f) and no disclosure of legal proceedings in this amendment.
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