Gumshoe Capital Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Gumshoe Capital Management LLC reported 7 stock positions worth $123.1 million. Its top holding was Teleflex (TFX) at 41.5% of the portfolio, followed by Compass Minerals Internation (CMP, 24.0%) and Site Centers (SITC, 11.7%). Compared with Q4 2025, it opened 3 new positions, sold out of 2 and added to 3. The biggest buy was Teleflex (TFX, shares +66%) and the biggest sale an exit from Papa John's Intl (PZZA).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001995382
- Portfolio Value
- $123.1M (Q1 2026)
- SEC Filing
- 0001892688-26-000077 ↗ filed May 15, 2026
Holdings Value
Holdings 7 stocks · $123.1M
| TFX Teleflex Inc. | 41.46% | 426,731 | $51.0M | Add +65.7% |
| CMP Compass Minerals Internation | 23.99% | 1,264,883 | $29.5M | No change |
| SITC Site Centers Corp. filed as SITE CTRS CORP | 11.72% | 2,672,797 | $14.4M | Add +20.2% |
| WEAV Weave Communications Inc. | 11.52% | 3,068,938 | $14.2M | Add +2.6% |
| JBI Janus International Group Inc. | 10.27% | 2,454,309 | $12.6M | New |
| WD Walker & Dunlop Inc. | 0.76% | 21,112 | $937K | New |
| SNAP Snap Inc. Class A | 0.28% | 75,100 | $345K | New |