DOSSIER · 13F-HR · Q1 2026

Gumshoe Capital Management LLC

$123M in tracked AUM across 7 positions as of Q1 2026.

GC
CIK 0001995382 · last filed Mar 31, 2026
Total AUM
$123M
as of Q1 2026
Holdings
7
positions
Whale Score
66
66
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Gumshoe Capital Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
TFX
TELEFLEX INCORPORATED
$51M427K41.5%
02
CMP
COMPASS MINERALS INTL INC
$30M1.3M24.0%
03
SITC
SITE CTRS CORP
$14M2.7M11.7%
04
WEAV
WEAVE COMMUNICATIONS INC
$14M3.1M11.5%
05
JBI
JANUS INTERNATIONAL GROUP IN
$13M2.5M10.3%
06
WD
WALKER & DUNLOP INC
$937K21K0.8%
07
SNAP
SNAP INC
$345K75K0.3%

Filing history

2026Q1Mar 31
$123M 16.3%
7 positionsView →
2025Q4Dec 31
$106M
6 positionsView →