Gumshoe Capital Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Gumshoe Capital Management LLC reported 6 stock positions worth $109.4 million. Its top holding was Teleflex (TFX) at 31.1% of the portfolio, followed by Compass Minerals Internation (CMP, 24.8%) and Option Care Health (OPCH, 14.0%). Compared with Q1 2026, it opened 1 new position, sold out of 2 and reduced 4. The biggest buy was a new position in Option Care Health (OPCH) and the biggest sale Teleflex (TFX, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001995382
- Portfolio Value
- $109.4M (Q2 2026)
- SEC Filing
- 0001892688-26-000128 ↗ filed Aug 14, 2026
Holdings Value
Holdings 6 stocks · $109.4M
| TFX Teleflex Inc. | 31.11% | 268,521 | $34.0M | Reduce -37.1% |
| CMP Compass Minerals Internation | 24.82% | 872,348 | $27.2M | Reduce -31.0% |
| OPCH Option Care Health Inc. | 14.02% | 731,304 | $15.3M | New |
| WEAV Weave Communications Inc. | 11.82% | 2,159,064 | $12.9M | Reduce -29.6% |
| SITC Site Centers Corp. filed as SITE CTRS CORP | 9.70% | 2,672,797 | $10.6M | No change |
| JBI Janus International Group Inc. | 8.53% | 1,681,076 | $9.3M | Reduce -31.5% |
Portfolio Sells Q1 2026 → Q2 2026
| TFX Teleflex Inc. | Reduce -37.1% | 31.11% | −10.35 |
| JBI Janus International Group Inc. | Reduce -31.5% | 8.53% | −1.74 |
| WD Walker & Dunlop Inc. | Sold out | 0.00% | −0.76 |
| SNAP Snap Inc. Class A | Sold out | 0.00% | −0.28 |
| WEAV Weave Communications Inc. | Reduce -29.6% | 11.82% | +0.30 |
| CMP Compass Minerals Internation | Reduce -31.0% | 24.82% | +0.83 |
Portfolio Buys Q1 2026 → Q2 2026
| OPCH Option Care Health Inc. | New | 14.02% | +14.02 |