Gumshoe Capital Management LLC.

AUM · $109M (13F)Positions · 6Turnover · n/a · Q2Filed · Aug 14, 2026

CONCENTRATION

n/a

Top 10 holdings

NEW BUYS

+$15M deployed

EXITS

No exits

SECTOR SHIFT

n/a

No prior quarter data

§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 14, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q2
1	TFX	TELEFLEX INCORPORATED	269K	$34M	31.1%	−37%
2	CMP	COMPASS MINERALS INTL INC	872K	$27M	24.8%	−31%
3	OPCH	OPTION CARE HEALTH INC	731K	$15M	14.0%	NEW
4	WEAV	WEAVE COMMUNICATIONS INC	2.16M	$13M	11.8%	−30%
5	SITC	SITE CTRS CORP	2.67M	$11M	9.7%	±0%
6	JBI	JANUS INTERNATIONAL GROUP IN	1.68M	$9M	8.5%	−32%

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE GUMSHOE SIGNAL

Gumshoe Capital Management LLC is a Other fund managing $109 million in assets. The fund runs a focused portfolio of just 6 positions.