Filed: 2/17/2026ACC: 0001892688-26-000043
📋 What this filing means
GUMSHOE CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $105.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$105.84M
Total AUM (reported)
7.08M
Total Shares
Allocation by class
COM$105.84M100.0%
Portfolio Concentration
Top 3$78.98M74.6%
4–10$26.86M25.4%
Top 3 weight
74.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 7.08M
Sole
Full voting authority
7.08M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:
TELEFLEX INCORPORATED
SOLEShares257.56K
TypeSH
Market value$31.43M
29.70%
Sole
257.56K
Shared
0.00
None
0.00
COMPASS MINERALS INTL INC
SOLEShares1.26M
TypeSH
Market value$24.84M
23.47%
Sole
1.26M
Shared
0.00
None
0.00
WEAVE COMMUNICATIONS INC
SOLEShares2.99M
TypeSH
Market value$22.70M
21.45%
Sole
2.99M
Shared
0.00
None
0.00
SITE CTRS CORP
SOLEShares2.22M
TypeSH
Market value$14.28M
13.49%
Sole
2.22M
Shared
0.00
None
0.00
PAPA JOHNS INTL INC
SOLEShares260.69K
TypeSH
Market value$10.03M
9.48%
Sole
260.69K
Shared
0.00
None
0.00
DOUGLAS DYNAMICS INC
SOLEShares78K
TypeSH
Market value$2.55M
2.41%
Sole
78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TELEFLEX INCORPORATEDSOLE | COM | 257.56K | SH | $31.43M 29.70% | 257.56K | 0.00 | 0.00 |
COMPASS MINERALS INTL INCSOLE | COM | 1.26M | SH | $24.84M 23.47% | 1.26M | 0.00 | 0.00 |
WEAVE COMMUNICATIONS INCSOLE | COM | 2.99M | SH | $22.70M 21.45% | 2.99M | 0.00 | 0.00 |
SITE CTRS CORPSOLE | COM | 2.22M | SH | $14.28M 13.49% | 2.22M | 0.00 | 0.00 |
PAPA JOHNS INTL INCSOLE | COM | 260.69K | SH | $10.03M 9.48% | 260.69K | 0.00 | 0.00 |
DOUGLAS DYNAMICS INCSOLE | COM | 78K | SH | $2.55M 2.41% | 78K | 0.00 | 0.00 |