Institutional Fund
Gumshoe Capital Management LLC
New York, NYCIK 19953822 filings on record
Portfolio Value
$123.11M
Q1 2026
Holdings
7
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+16.3%
from $105.84M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Teleflex Incorporated41.5%
- Compass Minerals Intl Inc24.0%
- Site Ctrs Corp11.7%
- Weave Communications Inc11.5%
- Janus International Group In10.3%
- Walker & Dunlop Inc0.8%
Portfolio Holdings
7 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Teleflex Incorporated | 426.7K | $51.04M | 41.5% | +169.2K | Added |
| 2 | Compass Minerals Intl Inc | 1.26M | $29.54M | 24.0% | 0 | Held |
| 3 | Site Ctrs Corp | 2.67M | $14.43M | 11.7% | +448.8K | Added |
| 4 | Weave Communications Inc | 3.07M | $14.18M | 11.5% | +77.5K | Added |
| 5 | Janus International Group In | 2.45M | $12.64M | 10.3% | +2.45M | New |
| 6 | Walker & Dunlop Inc | 21.1K | $937.0K | 0.8% | +21.1K | New |
| 7 | Snap Inc | 75.1K | $345.5K | 0.3% | +75.1K | New |