Q4 2025 · 13F-HR
Gumshoe Capital Management LLCholdings as filed
Filed 2026-02-17 · accession 0001892688-26-000043
$105.8M
Reported value
6
Positions
2025-12-31
Period end
The Brief · Gumshoe Capital Management LLC · Q4 2025
AI · grounded in 13F
Gumshoe Capital Management LLC established six new positions to reach a total AUM of $105.8M. The fund's largest move was a new position in Teleflex Incorporated TFX valued at $31.4M. Other significant additions include Compass Minerals Intl Inc CMP at $24.8M and Weave Communications Inc WEAV at $22.7M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 879369106 | TFX | TELEFLEX INCORPORATED | $31.4M | 29.7% | 257,559 | Common | SOLE |
| 20451N101 | CMP | COMPASS MINERALS INTL INC | $24.8M | 23.5% | 1,264,883 | Common | SOLE |
| 94724R108 | WEAV | WEAVE COMMUNICATIONS INC | $22.7M | 21.5% | 2,991,435 | Common | SOLE |
| 82981J851 | SITC | SITE CTRS CORP | $14.3M | 13.5% | 2,224,017 | Common | SOLE |
| 698813102 | PZZA | PAPA JOHNS INTL INC | $10.0M | 9.48% | 260,687 | Common | SOLE |
| 25960R105 | PLOW | DOUGLAS DYNAMICS INC | $2.5M | 2.41% | 77,995 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.