What does Gumshoe Capital Management LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

TELEFLEX INCORPORATED

$51M427K41.5%

COMPASS MINERALS INTL INC

$30M1.3M24.0%

SITE CTRS CORP

$14M2.7M11.7%

WEAVE COMMUNICATIONS INC

$14M3.1M11.5%

JANUS INTERNATIONAL GROUP IN

$13M2.5M10.3%

WALKER & DUNLOP INC

$936,95121K0.8%

SNAP INC

$345,46075K0.3%

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