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 | $130.48 | 0.90% | 10.04% | -65.96% | $51.0M | 41.46% | +169,172 | +65.7% |
| 2 | CMP | COMPASS MINERALS INTL INC | $31.46 | 4.14% | 63.51% | -51.60% | $29.5M | 23.99% | — | HELD |
| 3 | SITC | SITE CTRS CORP | $4.94 | -1.40% | -12.49% | -19.82% | $14.4M | 11.72% | +448,780 | +20.2% |
| 4 | WEAV | WEAVE COMMUNICATIONS INC | $5.52 | 1.10% | -35.29% | -63.64% | $14.2M | 11.52% | +77,503 | +2.6% |
| 5 | JBI | JANUS INTERNATIONAL GROUP IN | $5.35 | 1.13% | -33.04% | -61.79% | $12.6M | 10.27% | +2,454,309 | NEW |
| 6 | WD | WALKER & DUNLOP INC | $53.26 | 1.76% | -17.63% | -39.58% | $937K | 0.76% | +21,112 | NEW |
| 7 | SNAP | SNAP INC | $5.26 | -1.31% | -33.75% | -92.93% | $345K | 0.28% | +75,100 | NEW |
| 8 | PZZA | PAPA JOHNS INTL INC | $32.60 | 0.80% | -32.19% | -66.76% | — | — | −260,687 | EXITED |
| 9 | PLOW | DOUGLAS DYNAMICS INC | $47.19 | 0.81% | 70.44% | 42.28% | — | — | −77,995 | EXITED |
Source: SEC EDGAR · accession 0001892688-26-000077. 13F discloses long positions only — shorts, foreign equities, and options are excluded.