Gumshoe Capital Management LLC

CIK 0001995382 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

Gumshoe Capital Management LLC reported 6 positions worth $109.4M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: TFX (31.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$109.4M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

6 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	TFX	TELEFLEX INCORPORATED	SH	$34.0M	31.11%	268,521	—	—
▸ 2	CMP	COMPASS MINERALS INTL INC	SH	$27.2M	24.82%	872,348	—	—
▸ 3	OPCH	OPTION CARE HEALTH INC	SH	$15.3M	14.02%	731,304	—	—
▸ 4	WEAV	WEAVE COMMUNICATIONS INC	SH	$12.9M	11.82%	2,159,064	—	—
▸ 5	SITC	SITE CTRS CORP	SH	$10.6M	9.70%	2,672,797	—	—
▸ 6	JBI	JANUS INTERNATIONAL GROUP IN	SH	$9.3M	8.53%	1,681,076	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Gumshoe Capital Management LLC hold as of Q2 2026?

Gumshoe Capital Management LLC reported 6 positions worth $109.4M in its Q2 2026 13F filing. Largest positions: TFX (31.1%), CMP (24.8%), OPCH (14.0%), WEAV (11.8%) and SITC (9.7%).

What did Gumshoe Capital Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Gumshoe Capital Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.