Gumshoe Capital Management LLC — 13F Holdings & Portfolio
CIK 1995382 · latest 13F-HR filed 2026-05-15
Gumshoe Capital Management LLC manages $123.1M in 13F-reported U.S. long-equity assets across 7 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TFX (41.46%), CMP (23.99%), SITC (11.72%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 2, added to 2, and trimmed 1.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$123.1M
Long-equity book
7
Distinct positions
2026-03-31
Filed 2026-05-15
+3 / −2 / ↑2 / ↓1
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TELEFLEX INCORPORATED$19.6M +62.4%
- COMPASS MINERALS INTL INC$4.7M +18.9%
New Positions
- JANUS INTERNATIONAL GROUP IN$12.6M
- WALKER & DUNLOP INC$937.0K
- SNAP INC$345.5K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | TELEFLEX INCORPORATED | TFX | 879369106 | $51.0M | 41.46% | 426,731 | SH |
| 2 | COMPASS MINERALS INTL INC | CMP | 20451N101 | $29.5M | 23.99% | 1,264,883 | SH |
| 3 | SITE CTRS CORP | SITC | 82981J851 | $14.4M | 11.72% | 2,672,797 | SH |
| 4 | WEAVE COMMUNICATIONS INC | WEAV | 94724R108 | $14.2M | 11.52% | 3,068,938 | SH |
| 5 | JANUS INTERNATIONAL GROUP IN | JBI | 47103N106 | $12.6M | 10.27% | 2,454,309 | SH |
| 6 | WALKER & DUNLOP INC | WD | 93148P102 | $937.0K | 0.76% | 21,112 | SH |
| 7 | SNAP INC | SNAP | 83304A106 | $345.5K | 0.28% | 75,100 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $123.1M | 7 | 0001892688-26-000077 |
| 2025-12-31 | 2026-02-17 | $105.8M | 6 | 0001892688-26-000043 |