Gumshoe Capital Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$123.1M
Q ending 2026-03-31
Prior quarter
$105.8M
Q ending 2025-12-31
Change
+16.3% QoQ
Positions
7
reported holdings
Largest positions
All 7 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Teleflex Incorporated | TFX | Shares | $51.0M | 427K |
| Compass Minerals Intl Inc | CMP | Shares | $29.5M | 1.3M |
| Site Ctrs Corp | SITC | Shares | $14.4M | 2.7M |
| Weave Communications Inc | WEAV | Shares | $14.2M | 3.1M |
| Janus International Group In | JBI | Shares | $12.6M | 2.5M |
| Walker & Dunlop Inc | WD | Shares | $937K | 21K |
| Snap Inc | SNAP | Shares | $345K | 75K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.