[SCHEDULE 13G/A] CompoSecure, Inc. SEC Filing

Rhea-AI Filing Summary

Locust Wood and affiliated entities disclosed beneficial ownership of 8,259,527 shares of CompoSecure, Inc. Class A common stock, representing approximately 8.1% of the 102,317,852 shares outstanding referenced in the filing. The aggregate position reflects holdings across Locust Wood Capital, Locust Wood Ultra Fund and certain client accounts managed by Locust Wood Capital Advisers.

The filing provides specific reported holdings: Locust Wood Capital holds 2,075,000 shares, Locust Wood Ultra Fund holds 520,939 shares, and the filing identifies 3,463,068 shares held in certain Managed Accounts. The filing also states that Locust Wood Capital Advisers, LWCA, LWCA GP and Stephen Errico may be deemed to beneficially own 5,663,588 shares. The statement affirms the securities were not acquired to change or influence control of the issuer.

Positive

• Transparent disclosure of an aggregate 8,259,527-share position, enabling investors to see ownership concentration.
• Explicit statement that the securities were not acquired to change or influence control, indicating a passive stance.

Negative

• Multiple overlapping figures appear (for example, 3,463,068 shares in Managed Accounts and an adviser-attributed total of 5,663,588) that are not reconciled within the statement, which may cause confusion when attempting to aggregate positions.
• No additional context on the composition of the Managed Accounts or whether holdings are part of coordinated strategies beyond the relationships described.

Insights

Securities Analyst

TL;DR: Locust Wood group reports an 8.1% stake in CMPO across funds and managed accounts; disclosure is material but routine.

The filing documents an aggregate beneficial position of 8,259,527 shares (approximately 8.1% of the reported 102,317,852 shares outstanding). For investors, a disclosed >5% stake is material as it identifies significant ownership concentration and potential voting influence. The breakdown shows direct fund holdings and additional shares in Managed Accounts, and the filing clarifies that certain advisers and principals may be deemed to share voting and dispositive power. The statement also expressly denies an intent to change or influence control, framing this as a passive disclosure rather than an activist move. Impact: Neutral on corporate control but informative for ownership monitoring.

Corporate Governance Expert

TL;DR: Ownership structures and shared control are disclosed; useful for governance oversight but show no change-of-control intent.

The reporting highlights layered relationships: investment funds, an investment adviser, a partners entity, a GP and an individual managing member, each of which may be deemed to share voting/dispositive power over substantial shares. This delineation is important for proxy and voting analyses because it identifies who may exercise influence over shareholder votes. The filing explicitly states the positions were not acquired to affect control, which reduces near-term governance risk. The document contains multiple itemized counts (including Managed Accounts and adviser-attributed totals) that stakeholders should track when assessing coordination or consolidated influence. Overall governance impact is neutral given the passive intent declaration.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

CompoSecure, Inc.

(Name of Issuer)

Class A Common Stock, par value $0.0001 per share

(Title of Class of Securities)

20459V105

(CUSIP Number)

06/30/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 20459V105

1

Names of Reporting Persons

LOCUST WOOD CAPITAL ADVISERS, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 6,059,007.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 8,259,527.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

8,259,527.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

8.1 %

12

Type of Reporting Person (See Instructions)

PN

Comment for Type of Reporting Person: Note for Item #6: Includes 3,463,068 shares of Class A Common Stock held in certain client accounts managed by Locust Wood Capital Advisers, LLC. See Item 2 for more information. Note for Items #s 8 & 9: Includes 5,663,588 shares of Class A Common Stock held in certain client accounts managed by Locust Wood Capital Advisers, LLC. See Item 2 for more information.

SCHEDULE 13G

CUSIP No. 20459V105

1

Names of Reporting Persons

Locust Wood Capital, LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 2,075,000.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 2,075,000.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,075,000.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

2 %

12

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13G

CUSIP No. 20459V105

1

Names of Reporting Persons

Locust Wood Ultra Fund, LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 520,939.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 520,939.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

520,939.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0.5 %

12

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13G

CUSIP No. 20459V105

1

Names of Reporting Persons

LWCA Partners LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 6,059,007.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 8,259,527.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

8,259,527.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

8.1 %

12

Type of Reporting Person (See Instructions)

PN

Comment for Type of Reporting Person: Note for Item #6: Includes 3,463,068 shares of Class A Common Stock held in certain client accounts managed by Locust Wood Capital Advisers, LLC. See Item 2 for more information. Note for Items #s 8 & 9: Includes 5,663,588 shares of Class A Common Stock held in certain client accounts managed by Locust Wood Capital Advisers, LLC. See Item 2 for more information.

SCHEDULE 13G

CUSIP No. 20459V105

1

Names of Reporting Persons

LWCA Partners GP LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 6,059,007.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 8,259,527.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

8,259,527.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

8.1 %

12

Type of Reporting Person (See Instructions)

OO

Comment for Type of Reporting Person: Note for Item #6: Includes 3,463,068 shares of Class A Common Stock held in certain client accounts managed by Locust Wood Capital Advisers, LLC. See Item 2 for more information. Note for Items #s 8 & 9: Includes 5,663,588 shares of Class A Common Stock held in certain client accounts managed by Locust Wood Capital Advisers, LLC. See Item 2 for more information.

SCHEDULE 13G

CUSIP No. 20459V105

1

Names of Reporting Persons

Stephen Errico

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 6,059,007.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 8,259,527.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

8,259,527.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

8.1 %

12

Type of Reporting Person (See Instructions)

IN

Comment for Type of Reporting Person: Note for Item #6: Includes 3,463,068 shares of Class A Common Stock held in certain client accounts managed by Locust Wood Capital Advisers, LLC. See Item 2 for more information. Note for Items #s 8 & 9: Includes 5,663,588 shares of Class A Common Stock held in certain client accounts managed by Locust Wood Capital Advisers, LLC. See Item 2 for more information.

SCHEDULE 13G

Item 1.
(a)	Name of issuer: CompoSecure, Inc.
(b)	Address of issuer's principal executive offices: 309 PIERCE STREET, SOMERSET, New Jersey, 08873
Item 2.
(a)	Name of person filing: The names of the persons filing this statement on Schedule 13G are (collectively, the "Reporting Persons"): Locust Wood Capital, LP ("LW Capital"); Locust Wood Ultra Fund, LP ("LW Ultra"); Locust Wood Capital Advisers, LLC ("LW Capital Advisers"); LWCA Partners LP ("LWCA"); LWCA Partners GP LLC ("LWCA GP"); and Stephen Errico, a United States citizen ("Mr. Errico"). LW Capital Advisers acts as the investment manager of LW Capital and LW Ultra and certain other managed client accounts (the "Managed Accounts"). LWCA acts as the sole member of LW Capital Advisers. LWCA GP acts as the general partner of LWCA. Mr. Errico acts as the managing member of LWCA GP. By virtue of these relationships, LW Capital Advisers, LWCA, LWCA GP and Mr. Errico may be deemed to have dispositive power with respect to shares of Common Stock (as defined below) held in LW Capital, LW Ultra and the Managed Accounts, and voting power with respect to the shares of Common Stock held in LW Capital, LW Ultra and certain of the Managed Accounts.
(b)	Address or principal business office or, if none, residence: The principal business address of each of the Reporting Persons is 90 Park Avenue, 27th Floor, New York, NY 10016.
(c)	Citizenship: Each of LW Capital, LW Ultra and LWCA is a Delaware limited partnership. Each of LW Capital Advisers and LWCA GP is a Delaware limited liability company. Mr Errico is a citizen of the United States.
(d)	Title of class of securities: Class A Common Stock, par value $0.0001 per share
(e)	CUSIP No.: 20459V105
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: As of June 30, 2025, LW Capital beneficially owned 2,075,000 shares of Common Stock. As of June 30, 2025, LW Ultra beneficially owned 520,939 shares of Common Stock. LW Capital Advisers, as the investment manager of LW Capital and LW Ultra, may be deemed to have beneficially owned the 2,075,000 shares of Common Stock held by LW Capital and the 520,939 shares of Common Stock held by LW Ultra, as well as 3,463,068 shares of Common Stock held by the Managed Accounts. LWCA, as the sole member of LW Capital Advisers, may be deemed to have beneficially owned the 5,663,588 shares of Common Stock beneficially owned by LW Capital Advisers. LWCA GP, as the general partner of LWCA, may be deemed to have beneficially owned the 5,663,588 shares of Common Stock beneficially owned by LWCA. Mr. Errico, as the managing member of LWCA GP, may be deemed to have beneficially owned the 5,663,588 shares of Common Stock beneficially owned by LWCA GP.
(b)	Percent of class: The following percentage is based on 102,317,852 shares of Common Stock outstanding as of April 3, 2025, as disclosed in the Issuer's Current Report on Form 8-K as filed with the Securities and Exchange Commission on May 28, 2025. As of June 30, 2025, the Reporting Persons may be deemed to have beneficially owned approximately 8.1% of the outstanding Common Stock.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: See Cover Pages Items 5-8.
	(ii) Shared power to vote or to direct the vote: See Cover Pages Items 5-8.
	(iii) Sole power to dispose or to direct the disposition of: See Cover Pages Items 5-8.
	(iv) Shared power to dispose or to direct the disposition of: See Cover Pages Items 5-8.
Item 5.	Ownership of 5 Percent or Less of a Class.
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(J), so indicate under Item 3(j) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group. See Exhibit A on the Schedule 13G filed by the Reporting Persons with the Securities and Exchange Commission on April 3, 2025.
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

LOCUST WOOD CAPITAL ADVISERS, LLC

Signature:	/s/ Stephen Errico
Name/Title:	By: LWCA Partners LP, its Sole Mbr By: LWCA Partners GP LLC, the GP By: Stephen Errico, Man Mbr
Date:	08/14/2025

Locust Wood Capital, LP

Signature:	/s/ Stephen Errico
Name/Title:	By: Locust Wood Capital Advisers, LLC, its Inv Mgr By: LWCA Partners LP, its Sole Mbr By: LWCA Partners GP LLC, the GP By: Stephen Errico, Man Mbr
Date:	08/14/2025

Locust Wood Ultra Fund, LP

Signature:	/s/ Stephen Errico
Name/Title:	By: Locust Wood Capital Advisers, LLC, its Inv Mgr By: LWCA Partners LP, its Sole Mbr By: LWCA Partners GP LLC, the GP By: Stephen Errico, Man Mbr
Date:	08/14/2025

LWCA Partners LP

Signature:	/s/ Stephen Errico
Name/Title:	By: LWCA Partners GP LLC, the GP By: Stephen Errico, Man Mbr
Date:	08/14/2025

LWCA Partners GP LLC

Signature:	/s/ Stephen Errico
Name/Title:	Stephen Errico, Man Mbr
Date:	08/14/2025

Stephen Errico

Signature:	/s/ Stephen Errico
Name/Title:	Stephen Errico
Date:	08/14/2025

FAQ

How many CompoSecure (CMPO) shares does Locust Wood report owning?

The filing reports an aggregate beneficial ownership of 8,259,527 shares of Class A common stock.

What percentage of CMPO does Locust Wood's position represent?

The reported position represents approximately 8.1% of the 102,317,852 shares outstanding referenced in the filing.

Which Locust Wood entities hold the shares disclosed in the filing?

Reported holders include Locust Wood Capital, LP (2,075,000 shares), Locust Wood Ultra Fund, LP (520,939 shares), and certain Managed Accounts noted in the filing.

Does the filing state an intent to influence CompoSecure's control or management?

No. The filing contains a certification stating the securities were not acquired to change or influence control of the issuer.

Who may be deemed to have shared voting or dispositive power over the reported shares?

The filing states that Locust Wood Capital Advisers, LWCA, LWCA GP and Stephen Errico may be deemed to share voting and dispositive power over certain reported shares.