Gumshoe Capital Management LLC 13F Holdings · Q2 2026
Gumshoe Capital Management LLC reported 6 securities worth $109.40M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TFX (31.11%), CMP (24.82%), OPCH (14.02%). Among its top 25 positions this quarter: 1 new, 4 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TFX | TELEFLEX INCORPORATED | $34.0M | 31.11% | 268,521 | Trimmed |
| 2 | CMP | COMPASS MINERALS INTL INC | $27.2M | 24.82% | 872,348 | Trimmed |
| 3 | OPCH | OPTION CARE HEALTH INC | $15.3M | 14.02% | 731,304 | New |
| 4 | WEAV | WEAVE COMMUNICATIONS INC | $12.9M | 11.82% | 2.2M | Trimmed |
| 5 | SITC | SITE CTRS CORP | $10.6M | 9.70% | 2.7M | Hold |
| 6 | JBI | JANUS INTERNATIONAL GROUP IN | $9.3M | 8.53% | 1.7M | Trimmed |
| 7 | SNAP | SNAP INC | $0 | 0.00% | 0 | Exited |
| 8 | WD | WALKER & DUNLOP INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR