Gumshoe Capital Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Gumshoe Capital Management Llc disclosed 6 stock positions valued at approximately $109.40M as of quarter-end June 30, 2026. The largest holdings include TELEFLEX INCORPORATED, COMPASS MINERALS INTL INC, and OPTION CARE HEALTH INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 6
- Portfolio Value
- $109.40M
Holdings by Sector
Gumshoe Capital Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TELEFLEX INCORPORATED | TFX | Healthcare | 31.11% | 268,521 | -158,210 | -37.07% | $34,037,722 |
| COMPASS MINERALS INTL INC | CMP | Basic Materials | 24.82% | 872,348 | -392,535 | -31.03% | $27,156,193 |
| OPTION CARE HEALTH INC | OPCH | Healthcare | 14.02% | 731,304 | +731,304 | +100.00% | $15,335,445 |
| WEAVE COMMUNICATIONS INC | WEAV | Healthcare | 11.82% | 2,159,064 | -909,874 | -29.65% | $12,932,793 |
| SITE CTRS CORP | SITC | Other | 9.70% | 2,672,797 | - | - | $10,611,004 |
| JANUS INTERNATIONAL GROUP IN | JBI | Industrials | 8.53% | 1,681,076 | -773,233 | -31.51% | $9,329,972 |
Showing 6 of 6 holdings in the latest reporting period.