# Gumshoe Capital Management LLC: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 1995382.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $109.4m
- Positions: 6 (6 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1995382/000189268826000128/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [TELEFLEX INCORPORATED (TFX)](/companies/tfx.md) | COM | $34.0m | 31.1% | 268,521 |  | Reduced −158,210 |
| [COMPASS MINERALS INTL INC (CMP)](/companies/cmp.md) | COM | $27.2m | 24.8% | 872,348 |  | Reduced −392,535 |
| [OPTION CARE HEALTH INC (OPCH)](/companies/opch.md) | COM NEW | $15.3m | 14.0% | 731,304 |  | New +731,304 |
| [WEAVE COMMUNICATIONS INC (WEAV)](/companies/weav.md) | COM | $12.9m | 11.8% | 2,159,064 |  | Reduced −909,874 |
| [SITE CTRS CORP (SITC)](/companies/sitc.md) | COM | $10.6m | 9.7% | 2,672,797 |  | Unchanged |
| [JANUS INTERNATIONAL GROUP IN (JBI)](/companies/jbi.md) | COMMON STOCK | $9.3m | 8.5% | 1,681,076 |  | Reduced −773,233 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [SNAP INC (SNAP)](/companies/snap.md) | CL A | $0 | 0.0% | 0 |  | Sold out −75,100 |
| [WALKER & DUNLOP INC (WD)](/companies/wd.md) | COM | $0 | 0.0% | 0 |  | Sold out −21,112 |

Source: SEC EDGAR, Form 13F-HR, accession 0001892688-26-000128. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.