Institutional
Gumshoe Capital Management LLC
CIK 0001995382
$123.1M
Reported AUM
7
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TFX | TELEFLEX INCORPORATED | $129.84 | -1.72% | 6.94% | -66.13% | $51.0M | 41.46% | +169,172 | +65.7% |
| 2 | CMP | COMPASS MINERALS INTL INC | $29.63 | -5.55% | 48.89% | -54.42% | $29.5M | 23.99% | — | HELD |
| 3 | SITC | SITE CTRS CORP | $4.99 | 0.81% | -14.89% | -19.00% | $14.4M | 11.72% | +448,780 | +20.2% |
| 4 | WEAV | WEAVE COMMUNICATIONS INC | $5.69 | -1.39% | -42.58% | -62.52% | $14.2M | 11.52% | +77,503 | +2.6% |
| 5 | JBI | JANUS INTERNATIONAL GROUP IN | $5.10 | 0.79% | -37.73% | -63.57% | $12.6M | 10.27% | +2,454,309 | NEW |
| 6 | WD | WALKER & DUNLOP INC | $51.25 | -0.85% | -21.34% | -42.29% | $937K | 0.76% | +21,112 | NEW |
| 7 | SNAP | SNAP INC | $5.76 | -5.11% | -30.35% | -92.26% | $345K | 0.28% | +75,100 | NEW |
| 8 | PZZA | PAPA JOHNS INTL INC | $31.92 | -1.12% | -32.92% | -67.46% | — | — | −260,687 | EXITED |
| 9 | PLOW | DOUGLAS DYNAMICS INC | $44.46 | -0.65% | 65.60% | 34.05% | — | — | −77,995 | EXITED |
Source: SEC EDGAR · accession 0001892688-26-000077. 13F discloses long positions only — shorts, foreign equities, and options are excluded.