Filed: 5/15/2026ACC: 0001892688-26-000077
📋 What this filing means
GUMSHOE CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 7 equity positions with a total reported market value of $123.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
7
Positions
$123.11M
Total AUM (reported)
9.98M
Total Shares
Allocation by class
COM$110.12M89.5%
COMMON STOCK$12.64M10.3%
CL A$345.5K0.3%
Portfolio Concentration
Top 3$95.01M77.2%
4–10$28.10M22.8%
Top 3 weight
77.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 9.98M
Sole
Full voting authority
9.98M
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)
Sole7
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings7
Rows:
TELEFLEX INCORPORATED
SOLEShares426.73K
TypeSH
Market value$51.04M
41.46%
Sole
426.73K
Shared
0.00
None
0.00
COMPASS MINERALS INTL INC
SOLEShares1.26M
TypeSH
Market value$29.54M
23.99%
Sole
1.26M
Shared
0.00
None
0.00
SITE CTRS CORP
SOLEShares2.67M
TypeSH
Market value$14.43M
11.72%
Sole
2.67M
Shared
0.00
None
0.00
WEAVE COMMUNICATIONS INC
SOLEShares3.07M
TypeSH
Market value$14.18M
11.52%
Sole
3.07M
Shared
0.00
None
0.00
JANUS INTERNATIONAL GROUP IN
SOLEShares2.45M
TypeSH
Market value$12.64M
10.27%
Sole
2.45M
Shared
0.00
None
0.00
WALKER & DUNLOP INC
SOLEShares21.11K
TypeSH
Market value$937.0K
0.76%
Sole
21.11K
Shared
0.00
None
0.00
SNAP INC
SOLEShares75.10K
TypeSH
Market value$345.5K
0.28%
Sole
75.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TELEFLEX INCORPORATEDSOLE | COM | 426.73K | SH | $51.04M 41.46% | 426.73K | 0.00 | 0.00 |
COMPASS MINERALS INTL INCSOLE | COM | 1.26M | SH | $29.54M 23.99% | 1.26M | 0.00 | 0.00 |
SITE CTRS CORPSOLE | COM | 2.67M | SH | $14.43M 11.72% | 2.67M | 0.00 | 0.00 |
WEAVE COMMUNICATIONS INCSOLE | COM | 3.07M | SH | $14.18M 11.52% | 3.07M | 0.00 | 0.00 |
JANUS INTERNATIONAL GROUP INSOLE | COMMON STOCK | 2.45M | SH | $12.64M 10.27% | 2.45M | 0.00 | 0.00 |
WALKER & DUNLOP INCSOLE | COM | 21.11K | SH | $937.0K 0.76% | 21.11K | 0.00 | 0.00 |
SNAP INCSOLE | CL A | 75.10K | SH | $345.5K 0.28% | 75.10K | 0.00 | 0.00 |