Gumshoe Capital Management LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Gumshoe Capital Management LLC disclosed 6 US equity positions worth $109.4m in its Q2 2026 13F filing. The largest position was TFX at 31.1% of the reported book, followed by CMP and OPCH. Against the Q1 2026 filing, it opened 1 new position, added to 0 and reduced 4 among the top 6 holdings.
What did Gumshoe Capital Management LLC own in Q2 2026? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | TFX TELEFLEX INCORPORATED | Healthcare | 31.1% | $34.0m | 268,521 | -37% | reduced |
| 2 | CMP COMPASS MINERALS INTL INC | Basic Materials | 24.8% | $27.2m | 872,348 | -31% | reduced |
| 3 | OPCH OPTION CARE HEALTH INC | Healthcare | 14.0% | $15.3m | 731,304 | – | new |
| 4 | WEAV WEAVE COMMUNICATIONS INC | Healthcare | 11.8% | $12.9m | 2,159,064 | -30% | reduced |
| 5 | SITC SITE CTRS CORP | 9.7% | $10.6m | 2,672,797 | 0% | held | |
| 6 | JBI JANUS INTERNATIONAL GROUP IN | Industrials | 8.5% | $9.3m | 1,681,076 | -32% | reduced |
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.