Resolute Holdings Management
RHLD on NYSE. Finance services. Market value $904m.
Price checks use the past 12 months to June 2026. Some use the latest annual report instead, as marked. Quality checks use five annual reports, the latest for the year to December 2025.
Should I look at this?
Not a fit for our list right now
Why it could be worth it
See Financial services stocks that passed both tests
This is not advice. Check the numbers below.
We don't have this figure for this company.
We don't have this figure for this company.
Profit per $100 you pay: $5.22.
Quality score: not known. Price score: 57 of 100. Our list needs 70 on quality and 60 on price.
$115.63 a share, 65% above its 1-year low
Over the past year the price has ranged from $70.06 to $236.19.
Pays no dividend
Prices from Monday’s close (5 October).
Five years of cash, in billions
| Revenue | |
| Revenue | $462m |
| Operating margin | |
| Operating margin | n/a |
| Debt to equity | |
| Debt to equity | n/a |
| Shares outstanding | |
| Shares outstanding | 0.01bn |
Health checks
- Free cash flow positiveDoesn't apply to banks and insurers
- Accounting checksDoesn't apply to banks and insurers
- DebtDoesn't apply to banks and insurers
- Revenue growth, five yearsUnknown
- Buying back its own sharesRoughly flat
The quarter to June 2026
How the business did, compared with the same quarter a year earlier.
- Sales: $473 million last quarter, up 296% on a year ago.
- A loss of $12 million, compared with a loss of $600,000 a year ago.
- 5% fewer shares than a year ago. Each share owns a bit more of the company.
| Quarter to | Amount |
|---|---|
| March 2025 | $104m |
| June 2025 | $120m |
| September 2025 | $121m |
| December 2025 | $118m |
| March 2026 | $408m |
| June 2026 | $473m |
| Quarter to | Amount |
|---|---|
| March 2025 | -$3m |
| June 2025 | -$600,000 |
| September 2025 | -$231,000 |
| December 2025 | -$2m |
| March 2026 | $62m |
| June 2026 | -$12m |
From the company's quarterly reports to the SEC.
Dates
- Next results (estimated)
- n/a
- Last annual report (10-K)
- 12 March 2026
- Next quarterly (estimated, 10-Q)
- 5 November 2026
Who owns it
3 long-term investors we follow own it, unchanged from 3 last quarter. 125 funds in all.
- GAMCO InvestorsMario Gabelli
- Value
- $3m
- Share of fund
- <0.1%
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| GAMCO InvestorsMario Gabelli | $3m | <0.1% | |
| Polen CapitalDan Davidowitz | $2m | <0.1% | Cut |
| First Manhattan Co.First Manhattan partners | $277,498 | <0.1% | Cut |
Largest holders overall
- Locust Wood Capital Advisers$103mAdded
- Bleichroeder LP$45m
- BlackRock$45mAdded
- Corsair Capital Management, L.P.$39mAdded
- J. Goldman & Co LP$35mAdded
- Tikvah Management$32mAdded
- Newtyn Management$29mCut
- Wellington Management Group LLP$27m
- Goldman Sachs Group$25mAdded
- Vanguard Capital Management$24mCut
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
3 investors own more than 5%.
- John D. CoteInsider or founderat least 55.1%+4.6 pts(filed with 4 related holders)Since 6 August 2026
- Resolute ManCo Holdings LLCInsider or founderat least 48.2%0.0 pts(filed with 1 related holder)Since 17 March 2025
What they said
The information set forth or incorporated in Item 6 is hereby incorporated by reference in its entirety into this Item 4. Item 4 of the Schedule 13D is hereby supplemented as follows: On March 17, 2025, Mr. Thomas Knott transferred his interest in Resolute Compo Holdings to C…
Read the filing - Locust Wood Capital Advisers, LLCPassive investorat least 8.7%+2.3 pts(filed with 5 related holders)Since 30 June 2026
| Holder | Stake | Since | |
|---|---|---|---|
John D. Cote Insider or founder | at least 55.1%+4.6 pts (filed with 4 related holders) | 6 August 2026 | |
Resolute ManCo Holdings LLC Insider or founder | at least 48.2%0.0 pts (filed with 1 related holder) | 17 March 2025 | What they saidThe information set forth or incorporated in Item 6 is hereby incorporated by reference in its entirety into this Item 4. Item 4 of the Schedule 13D is hereby supplemented as follows: On March 17, 2025, Mr. Thomas Knott transferred his interest in Resolute Compo Holdings to C… Read the filing |
Locust Wood Capital Advisers, LLC Passive investor | at least 8.7%+2.3 pts (filed with 5 related holders) | 30 June 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 4 insiders bought $2m of shares on the open market. 1 sold $230,177.
- Schoen KurtChief Financial OfficerBought
- Date
- 20 August 2026
- Shares
- 375
- Price
- $117.84
- Value
- $44,190
- Mikkilineni KrishnaDirectorBought
- Date
- 14 May 2026
- Shares
- 921
- Price
- $108.52
- Value
- $99,990
- Schoen KurtChief Financial OfficerBought
- Date
- 13 May 2026
- Shares
- 450
- Price
- $108.34
- Value
- $48,753
- THOMPSON JANE J.DirectorSold
- Date
- 17 March 2026
- Shares
- 1,850
- Price
- $124.42
- Value
- $230,177
- Schoen KurtChief Financial OfficerBought
- Date
- 17 March 2026
- Shares
- 500
- Price
- $141.51
- Value
- $70,755
- Cote John D.DirectorBought
- Date
- 17 March 2026
- Shares
- 552
- Price
- $142.29
- Value
- $78,545
- Schoen KurtChief Financial OfficerBought
- Date
- 18 November 2025
- Shares
- 900
- Price
- $149.23
- Value
- $134,307
- Mahoney Timothy O.DirectorBought
- Date
- 18 November 2025
- Shares
- 3,268
- Price
- $152.98
- Value
- $499,986
- Mahoney Timothy O.DirectorBought
- Date
- 7 November 2025
- Shares
- 5,939
- Price
- $168.52
- Value
- $1m
- Schoen KurtChief Financial OfficerBought
- Date
- 7 November 2025
- Shares
- 1,000
- Price
- $164.95
- Value
- $164,950
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 20 August 2026 | Schoen Kurt Chief Financial Officer | Bought | 375 | $117.84 | $44,190 |
| 14 May 2026 | Mikkilineni Krishna Director | Bought | 921 | $108.52 | $99,990 |
| 13 May 2026 | Schoen Kurt Chief Financial Officer | Bought | 450 | $108.34 | $48,753 |
| 17 March 2026 | THOMPSON JANE J. Director | Sold | 1,850 | $124.42 | $230,177 |
| 17 March 2026 | Schoen Kurt Chief Financial Officer | Bought | 500 | $141.51 | $70,755 |
| 17 March 2026 | Cote John D. Director | Bought | 552 | $142.29 | $78,545 |
| 18 November 2025 | Schoen Kurt Chief Financial Officer | Bought | 900 | $149.23 | $134,307 |
| 18 November 2025 | Mahoney Timothy O. Director | Bought | 3,268 | $152.98 | $499,986 |
| 7 November 2025 | Mahoney Timothy O. Director | Bought | 5,939 | $168.52 | $1m |
| 7 November 2025 | Schoen Kurt Chief Financial Officer | Bought | 1,000 | $164.95 | $164,950 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
What could go wrong
Cheap for a reason is the question the numbers cannot answer.
Whether the price already reflects the risks is what the deep dive is for.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.