Gumshoe Capital Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Gumshoe Capital Management LLC reported 6 stock positions worth $105.8 million. Its top holding was Teleflex (TFX) at 29.7% of the portfolio, followed by Compass Minerals Internation (CMP, 23.5%) and Weave Communications (WEAV, 21.5%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001995382
- Portfolio Value
- $105.8M (Q4 2025)
- SEC Filing
- 0001892688-26-000043 ↗ filed Feb 17, 2026
Holdings Value
Holdings 6 stocks · $105.8M
| TFX Teleflex Inc. | 29.70% | 257,559 | $31.4M | — |
| CMP Compass Minerals Internation | 23.47% | 1,264,883 | $24.8M | — |
| WEAV Weave Communications Inc. | 21.45% | 2,991,435 | $22.7M | — |
| SITC Site Centers Corp. filed as SITE CTRS CORP | 13.49% | 2,224,017 | $14.3M | — |
| PZZA Papa John's Intl Inc. | 9.48% | 260,687 | $10.0M | — |
| PLOW Douglas Dynamics Inc. | 2.41% | 77,995 | $2.5M | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.