Gumshoe Capital Management Llc Portfolio Stock Holdings
Gumshoe Capital Management Llc disclosed 7 stock positions valued at approximately $123.1 million in its latest SEC 13F filing. The largest holdings include TELEFLEX INCORPORATED, COMPASS MINERALS INTL INC, and WEAVE COMMUNICATIONS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 7
- Portfolio Value
- $123.1M
Holdings by Sector
Gumshoe Capital Management Llc Portfolio Holdings in Q1 2026
6 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TELEFLEX INCORPORATED | TFX | Healthcare | 41.46% | 426,731 | +169,172 | +65.68% | $51,041,295 |
| COMPASS MINERALS INTL INC | CMP | Basic Materials | 23.99% | 1,264,883 | - | - | $29,535,018 |
| WEAVE COMMUNICATIONS INC | WEAV | Healthcare | 11.52% | 3,068,938 | +77,503 | +2.59% | $14,178,494 |
| JANUS INTERNATIONAL GROUP IN | JBI | Industrials | 10.27% | 2,454,309 | +2,454,309 | +100.00% | $12,639,691 |
| WALKER & DUNLOP INC | WD | Financial Services | 0.76% | 21,112 | +21,112 | +100.00% | $936,951 |
| SNAP INC | SNAP | Communication Services | 0.28% | 75,100 | +75,100 | +100.00% | $345,460 |