Q1 2026 · 13F-HR
Gumshoe Capital Management LLCholdings as filed
Filed 2026-05-15 · accession 0001892688-26-000077
$123.1M
Reported value
7
Positions
2026-03-31
Period end
The Brief · Gumshoe Capital Management LLC · Q1 2026
AI · grounded in 13F
Gumshoe Capital Management LLC exited its position in Papa Johns Intl Inc PZZA, reducing its holdings by $10.03M. The fund established a new position in Janus International Group In JBI valued at $12.64M. Other activity included new stakes in Walker & Dunlop Inc WD and Snap Inc SNAP, alongside a 65.68% increase in shares of Teleflex Incorporated TFX.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 879369106 | TFX | TELEFLEX INCORPORATED | $51.0M | 41.5% | 426,731 | Common | SOLE |
| 20451N101 | CMP | COMPASS MINERALS INTL INC | $29.5M | 24.0% | 1,264,883 | Common | SOLE |
| 82981J851 | SITC | SITE CTRS CORP | $14.4M | 11.7% | 2,672,797 | Common | SOLE |
| 94724R108 | WEAV | WEAVE COMMUNICATIONS INC | $14.2M | 11.5% | 3,068,938 | Common | SOLE |
| 47103N106 | JBI | JANUS INTERNATIONAL GROUP IN | $12.6M | 10.3% | 2,454,309 | Common | SOLE |
| 93148P102 | WD | WALKER & DUNLOP INC | $936,951 | 0.76% | 21,112 | Common | SOLE |
| 83304A106 | SNAP | SNAP INC | $345,460 | 0.28% | 75,100 | 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.