Resolute Holdings Management
Runs management agreements for CompoSecure, Husky, and future permanent-capital businesses.
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Profile
Provides operating management services to GPGI Holdings and Husky Holdings, earning management fees for oversight, capital allocation, and M&A execution. The public accounts consolidate CompoSecure and Husky, so the issuer is shaped by both manager fees and managed-business execution.
Provides operating management services to GPGI Holdings and Husky Holdings through management agreements. Its managed-company platform applies the Resolute Operating System, capital allocation, M&A execution, and capital-markets expertise while public filings consolidate CompoSecure and Husky for accounting purposes.
The operating footprint spans CompoSecure in New Jersey and Husky in Ontario. CompoSecure makes metal payment cards and secure authentication products, while Husky makes injection-molding equipment, tooling, hot runners, and aftermarket services for packaging, medical-device, beverage, and consumer-products customers.
Revenue at the manager depends on management fees from GPGI Holdings, Husky Holdings, and future managed businesses. The model also depends on the CompoSecure and Husky agreements, execution by David Cote and Tom Knott, and operating performance inside the managed companies.
Company facts
Key statistics
Year to date −27.3% · Average volume (30d) 168.9K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | — | −$10.91 | — | — | $473.2M | — | −5.55% |
| May 7, 2026Q1 FY26 | — | $7.27 | — | — | $407.8M | — | +2.80% |
| Mar 12, 2026Q4 FY25 | — | −$0.20 | — | — | $117.7M | — | −3.53% |
| Nov 3, 2025Q3 FY25 | — | −$0.03 | — | — | $120.9M | — | +1.84% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $103.9M | $119.6M | $120.9M | $117.7M | $407.8M | $473.2M | |
| Gross profit | $54.5M | $68.8M | $71.3M | $65.5M | $155.6M | $165.0M | |
| Operating income | $25.6M | $40.6M | $41.5M | $35.6M | −$7.0M | $35.2M | |
| Net income | −$3.4M | −$611.0K | $37.7M | −$1.7M | $61.5M | $54.7M | |
| Diluted EPS | −$0.39 | −$0.07 | $4.42 | −$0.20 | $7.19 | −$1.53 | |
| Gross margin | 52.5% | 57.5% | 59.0% | 55.7% | 38.2% | 34.9% | |
| Operating margin | 24.6% | 34.0% | 34.3% | 30.2% | -1.7% | 7.4% |
Fiscal years (4-quarter sums)FY24 $420.6M · FY25 $462.1M
Revenue by product · Q4 FY25
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $117.0M · Total debt $2.24B · Total assets $6.13B · Shareholders' equity −$31.5M
Dividends
No dividends on record.
Ownership
Shares outstanding 8.26M · Float 3.45M · 41.7% free float
Insiders — filings are in another share unit.
The Form 4 positions here total more than the shares outstanding, so the filings and the share count are not on the same basis — usually an unlisted unit behind the listed one — and no insider percentage is shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| John D. Cote | 4.31M | 55.10% | 13D | Aug 6, 2026 |
| Locust Wood Capital Advisers, LLC | 709.2K | 8.59% | 13F | Aug 10, 2026 |
| Bleichroeder LP | 314.2K | 3.80% | 13F | Aug 13, 2026 |
| BlackRock, Inc. | 313.5K | 3.80% | 13F | Aug 7, 2026 |
| Corsair Capital Management, L.P. | 269.7K | 3.27% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 20, 2026 | Kurt Schoen | officer: Chief Financial Officer | +375 | $117.84 |
| May 13, 2026 | Kurt Schoen | officer: Chief Financial Officer | +450 | $108.34 |
| May 14, 2026 | Krishna Mikkilineni | director | +921 | $108.52 |
| Mar 17, 2026 | John D. Cote | director | +552 | $142.29 |
| Mar 17, 2026 | Kurt Schoen | officer: Chief Financial Officer | +500 | $141.51 |
Peers
- KKR
Private-markets scale for capital, mandates, and acquisition flow
- Apollo Global Management
Insurance-backed capital and credit platform with recurring fees
- Brookfield
Global investment platform spanning asset management and operating businesses
- Blackstone
Mega-scale alternatives platform competing for institutional mandates
- Ares Management
Credit-led alternatives platform with large perpetual-capital base
- Compass Diversified
Middle-market owner-operator using a public permanent-capital base
- Danaher
Industrial operating-system compounder competing for targets and talent
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Resolute Holdings Management | $135.55 | +0.00% | $1.12B | 13.7 | — | 1.0 | +295.7% |
| KKR | $108.40 | −0.21% | $97.58B | 34.2 | 16.3 | 4.6 | −44.8% |
| Apollo Global Management | $135.48 | +0.35% | $77.78B | 30.2 | 13.8 | 2.2 | +63.7% |
| Brookfield | $41.33 | −0.01% | $92.31B | 74.1 | 12.8 | 1.2 | +9.3% |
| Blackstone | $142.86 | +0.35% | $171.97B | 31.6 | 22.2 | 10.7 | +2.4% |
| Ares Management | $142.53 | +0.04% | $46.81B | 59.1 | 21.9 | 7.3 | +5.8% |
| Compass Diversified | $11.45 | 0.00% | $861.5M | — | 19.6 | 0.5 | — |
| Danaher | $215.50 | −0.25% | $151.89B | 38.4 | 24.3 | 6.0 | +5.5% |
| Median | 36.3 | 19.6 | 4.6 | +5.7% |