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
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TFX | TELEFLEX INCORPORATED | $134.65 | 0.34% | 17.13% | -64.85% | $51.0M | 41.46% | — | HELD |
| 2 | CMP | COMPASS MINERALS INTL INC | $29.32 | -1.25% | 50.10% | -53.22% | $29.5M | 23.99% | — | HELD |
| 3 | SITC | SITE CTRS CORP | $4.49 | 0.45% | -24.46% | -28.25% | $14.4M | 11.72% | — | HELD |
| 4 | WEAV | WEAVE COMMUNICATIONS INC | $6.95 | 0.87% | 0.88% | -54.61% | $14.2M | 11.52% | — | HELD |
| 5 | JBI | JANUS INTERNATIONAL GROUP IN | $5.15 | -4.10% | -39.77% | -65.69% | $12.6M | 10.27% | — | HELD |
| 6 | WD | WALKER & DUNLOP INC | $50.51 | -0.92% | -28.20% | -46.78% | $937K | 0.76% | — | HELD |
| 7 | SNAP | SNAP INC | $4.73 | -0.84% | -47.73% | -93.79% | $345K | 0.28% | — | HELD |
Source: SEC EDGAR · accession 0001892688-26-000077. 13F discloses long positions only — shorts, foreign equities, and options are excluded.