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CompoSecure, Inc.

CMPO Industrials
$25.15 $-0.53 (-2.06%)
Market Cap: $7.28 B
Gurus Holding
4
Popularity Rank
#2651
% of Shares Held
0.10%
Net Activity (Q1 2026)
-$12.49 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 Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $7.39 M.

Top institutional holders include Cliff Asness and Mario Gabelli.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $12.49 M net outflow during the quarter.

On the selling side, Renaissance Technologies (RenTech) reduced exposure by 92.7%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q1 2026)

+$0
Total Buy Value
New Buys 0
Additions 0
-$12.49 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
0

FAQs for CompoSecure, Inc. (CMPO)

Major holders include Cliff Asness ($1.77 M), Mario Gabelli ($1.57 M), Joel Greenblatt ($923,246). According to the latest reported data, 4 tracked investment managers collectively hold approximately 293,802 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $12.49 M, with 0 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited CMPO. The total reported sell value was $12.49 M.

No tracked managers opened new positions or increased their holdings in CMPO during the most recent reporting period.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.00% Reduce -18.2% 103,582 $1.77 M Q1 2026
0.02% Reduce -1.1% 92,000 $1.57 M Q1 2026
0.00% Reduce -19.4% 53,991 $923,246 Q1 2026
0.00% Reduce -92.7% 44,229 $756,316 Q1 2026
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