SCHEDULE: LMR Partners Discloses 0.02% Stake in CompoSecure

Sentiment:

Beneficial Ownership Report (Amendment)


LMR Partners and its affiliates have filed an Amendment No. 5 to Schedule 13G, reporting a beneficial ownership of 0.02% in CompoSecure, Inc.'s Class A Common Stock.

Summary

  • LMR Partners LLP, LMR Partners Limited, LMR Partners LLC, LMR Partners AG, LMR Partners (DIFC) Limited, LMR Partners (Ireland) Limited, along with Ben Levine and Stefan Renold (collectively, the "Reporting Persons"), filed an Amendment No. 5 to Schedule 13G.
  • The filing reports beneficial ownership of 22,800 shares of CompoSecure, Inc.'s Class A Common Stock, representing 0.02% of the class.
  • The beneficial ownership is derived from warrants to purchase 22,800 shares of Class A Common Stock, held directly by LMR Multi-Strategy Master Fund Limited and LMR CCSA Master Fund Ltd.
  • The percentage of class is based on 124,961,235 shares of Class A Common Stock outstanding as of September 30, 2025, as reported in CompoSecure's Form 10-Q filed on November 3, 2025, plus shares acquirable within 60 days.
  • The Reporting Persons have shared voting and dispositive power over all 22,800 shares.
  • The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: The filing is a routine disclosure of a very small, passive ownership stake (0.02%) and does not indicate any significant positive or negative developments for the issuer or the reporting entity. It is an informational update.

Positives

  • NA

Negatives

  • NA

Risks

  • NA

Future Outlook

The filing does not contain any forward-looking statements or guidance from CompoSecure, Inc. or the Reporting Persons regarding the issuer's future performance or strategy.

Management Comments

  • NA

Industry Context

This filing is a routine disclosure of an investment firm's passive stake in a publicly traded company. It does not provide insights into broader industry trends or competitive landscape for CompoSecure, Inc.

Comparison to Industry Standards

  • NA

Management Changes

RolePrevious PersonNew PersonEffective DateReason
NANANANANA

Corporate Governance

Change TypeDescriptionEffective DateImpact Assessment
NANANANA

Legal Proceedings

  • NA

Related Party Transactions

  • NA

Stakeholder Impact

  • The impact on shareholders is minimal due to the very small percentage of ownership (0.02%) reported by LMR Partners, indicating a passive investment without intent to influence control.

Next Steps

  • NA

Key Dates

DateDescription
09/30/2025Date of event which requires filing of this statement (beneficial ownership calculation date).
11/03/2025Date CompoSecure, Inc. filed its Form 10-Q, reporting 124,961,235 shares of Class A Common Stock outstanding.
11/14/2025Date the Schedule 13G Amendment No. 5 was signed and filed.

Keywords

CompoSecure, LMR Partners, Schedule 13G, Beneficial Ownership, Class A Common Stock, Investment Management, SEC Filing, Warrants

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