Gumshoe Capital Management LLC.

Institutional filer · behavioral pattern: Other. Summary pending.

AUM · — (13F)Positions · 6Turnover · — · Q4Filed · Feb 17, 2026

CONCENTRATION

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Top 10 holdings

NEW BUYS

+$105.8T deployed

EXITS

No exits

SECTOR SHIFT

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No prior quarter data

3YR HIT RATE

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Top-5 overlap

§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 17, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q4
1	TFX	TELEFLEX INCORPORATED	258K	$31.4T	29.7%	NEW
2	CMP	COMPASS MINERALS INTL INC	1.26M	$24.8T	23.5%	NEW
3	WEAV	WEAVE COMMUNICATIONS INC	2.99M	$22.7T	21.5%	NEW
4	SITC	SITE CTRS CORP	2.22M	$14.3T	13.5%	NEW
5	PZZA	PAPA JOHNS INTL INC	261K	$10.0T	9.5%	NEW
6	PLOW	DOUGLAS DYNAMICS INC	78K	$2.5T	2.4%	NEW

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE GUMSHOE SIGNAL

Gumshoe Capital Management LLC is classified as a Other fund.

§ 04 · FILING HISTORY

1 FILINGS

Q4 2025

Steady book

+0 buys · −0 exits · 0 changed