Gumshoe Capital Management LLC
Gumshoe Capital Management LLC reported 6 holdings worth US$109M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Gumshoe Capital Management LLC reported 6 holdings worth US$109M as of Jun 30, 2026. Largest: Teleflex Incorporated, Compass Minerals Intl Inc and Option Care Health, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 6
- Value as reported
- US$109M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Teleflex Incorporated | 269K | US$34M | 31.1% |
| Compass Minerals Intl Inc | 872K | US$27.2M | 24.8% |
| Option Care Health, Inc. | 731K | US$15.3M | 14.0% |
| Weave Communications, Inc. | 2.16M | US$12.9M | 11.8% |
| Site Centers Corp. | 2.67M | US$10.6M | 9.7% |
| Janus International Group, Inc. | 1.68M | US$9.33M | 8.5% |
| Snap Inc. | 0 | US$0 | 0.00% |
| Walker & Dunlop, Inc | 0 | US$0 | 0.00% |