§ 13F · FUND PROFILE
Gumshoe Capital Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 7Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TFX | TELEFLEX INCORPORATED | 427K | $51M | 41.5% | +66% |
| 2 | CMP | COMPASS MINERALS INTL INC | 1.26M | $30M | 24.0% | ±0% |
| 3 | SITC | SITE CTRS CORP | 2.67M | $14M | 11.7% | +20% |
| 4 | WEAV | WEAVE COMMUNICATIONS INC | 3.07M | $14M | 11.5% | +3% |
| 5 | JBI | JANUS INTERNATIONAL GROUP IN | 2.45M | $13M | 10.3% | NEW |
| 6 | WD | WALKER & DUNLOP INC | 21K | $937K | 0.8% | NEW |
| 7 | SNAP | SNAP INC | 75K | $345K | 0.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GUMSHOE SIGNAL
AC read
Gumshoe Capital Management LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed