Gumshoe Capital Management LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Gumshoe Capital Management LLC disclosed 6 US equity positions worth $105.8m in its Q4 2025 13F filing. The largest position was TFX at 29.7% of the reported book, followed by CMP and WEAV.
What did Gumshoe Capital Management LLC own in Q4 2025? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | TFX TELEFLEX INCORPORATED | Healthcare | 29.7% | $31.4m | 257,559 | – | |
| 2 | CMP COMPASS MINERALS INTL INC | Basic Materials | 23.5% | $24.8m | 1,264,883 | – | |
| 3 | WEAV WEAVE COMMUNICATIONS INC | Healthcare | 21.5% | $22.7m | 2,991,435 | – | |
| 4 | SITC SITE CTRS CORP | 13.5% | $14.3m | 2,224,017 | – | ||
| 5 | PZZA PAPA JOHNS INTL INC | Consumer Cyclical | 9.5% | $10.0m | 260,687 | – | |
| 6 | PLOW DOUGLAS DYNAMICS INC | Consumer Cyclical | 2.4% | $2.5m | 77,995 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.