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CompoSecure, Inc.

CMPO Industrials
$25.15 $-0.53 (-2.06%)
Market Cap: $7.28 B
Gurus Holding
5
Popularity Rank
#1792
% of Shares Held
0.35%
Net Activity (Q4 2025)
-$1.29 M

Guru Ownership Trend

Guru Analysis for CompoSecure, Inc. (CMPO)

CompoSecure, Inc. (CMPO), a key player in the Industrials sector, continues to attract institutional attention.

As of Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $25.37 M.

Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $1.29 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 31.1%.

Key Holders

Recent Activity Breakdown (Q4 2025)

+$4.9 M
Total Buy Value
New Buys 2
Additions 1
-$6.19 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
3

FAQs for CompoSecure, Inc. (CMPO)

Major holders include Renaissance Technologies (RenTech) ($11.63 M), Cliff Asness ($2.44 M), Paul Tudor Jones ($2.29 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 1.01 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $1.29 M, with 3 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited CMPO. The total reported sell value was $6.19 M.

Yes, 2 managers opened new positions in CMPO, and 1 increased their existing holdings. The total reported buy value was $4.9 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Reduce -31.1% 603,280 $11.63 M Q4 2025
0.00% Add 49.8% 126,697 $2.44 M Q4 2025
0.00% New Buy 118,881 $2.29 M Q4 2025
0.02% New Buy 93,000 $1.79 M Q4 2025
0.00% Reduce -24.8% 66,998 $1.29 M Q4 2025
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