Gumshoe Capital Management LLC
An institutional investment manager in NEW YORK, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1995382.
- Reported value$109.4m
- Positions6
Holdings: 6 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Teleflex IncorporatedTFX | COM | 879369106 | 34.0 | 31.1% | 268,521 | Reduced−158,210 | |
| Compass Minerals International IncCMP | COM | 20451N101 | 27.2 | 24.8% | 872,348 | Reduced−392,535 | |
| Option Care Health IncOPCH | COM NEW | 68404L201 | 15.3 | 14.0% | 731,304 | New+731,304 | |
| Weave Communications IncWEAV | COM | 94724R108 | 12.9 | 11.8% | 2,159,064 | Reduced−909,874 | |
| Site CTRS CorpSITC | COM | 82981J851 | 10.6 | 9.7% | 2,672,797 | Unchanged | |
| Janus International Group inJBI | COMMON STOCK | 47103N106 | 9.3 | 8.5% | 1,681,076 | Reduced−773,233 |
Sold out: 2 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Snap IncSNAP | CL A | 83304A106 | 0.0 | 0.0% | 0 | Sold out−75,100 | |
| Walker & Dunlop IncWD | COM | 93148P102 | 0.0 | 0.0% | 0 | Sold out−21,112 |
Source: SEC EDGAR, Form 13F-HR, accession 0001892688-26-000128 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.