Gumshoe Capital Management LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Gumshoe Capital Management LLC disclosed 7 US equity positions worth $123.1m in its Q1 2026 13F filing. The largest position was TFX at 41.5% of the reported book, followed by CMP and SITC.
What did Gumshoe Capital Management LLC own in Q1 2026? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | TFX TELEFLEX INCORPORATED | Healthcare | 41.5% | $51.0m | 426,731 | – | |
| 2 | CMP COMPASS MINERALS INTL INC | Basic Materials | 24.0% | $29.5m | 1,264,883 | – | |
| 3 | SITC SITE CTRS CORP | 11.7% | $14.4m | 2,672,797 | – | ||
| 4 | WEAV WEAVE COMMUNICATIONS INC | Healthcare | 11.5% | $14.2m | 3,068,938 | – | |
| 5 | JBI JANUS INTERNATIONAL GROUP IN | Industrials | 10.3% | $12.6m | 2,454,309 | – | |
| 6 | WD WALKER & DUNLOP INC | Financial Services | 0.8% | $937.0k | 21,112 | – | |
| 7 | SNAP SNAP INC | Communication Services | 0.3% | $345.5k | 75,100 | – |
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.