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Gumshoe Capital Management LLC
hedge fundUpdated 28 days agoManaged by Gumshoe Capital Management Llc • Latest filing Q2 2026
Portfolio value
$109.4M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $105.8M |
| Q1 2026 | $123.1M |
| Q2 2026 | $109.4M |
Top holdings
6 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TFX TELEFLEX INCORPORATED | $34M | 268.5K | 31.11% | — |
| 2 | C CMP COMPASS MINERALS INTL INC | $27.2M | 872.3K | 24.82% | — |
| 3 | O OPCH OPTION CARE HEALTH INC | $15.3M | 731.3K | 14.02% | — |
| 4 | W WEAV WEAVE COMMUNICATIONS INC | $12.9M | 2.16M | 11.82% | — |
| 5 | S SITC SITE CTRS CORP | $10.6M | 2.67M | 9.70% | — |
| 6 | J JBI JANUS INTERNATIONAL GROUP IN | $9.3M | 1.68M | 8.53% | — |