GUMSHOE CAPITAL MANAGEMENT LLC

PrivateCIK: 1995382
Location

NEW YORK, NY

7
Positions
$123.11M
Total AUM (reported)
9.98M
Total Shares

Allocation by class

TOTAL AUM$123.11M7 positions
COM$110.12M89.5%
COMMON STOCK$12.64M10.3%
CL A$345.5K0.3%

Portfolio Concentration

Top 377.2%4–1022.8%TOP 10100.0%0%100%
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

SOLE
COM
Shares426.73K
TypeSH
Market value$51.04M
41.46%
Sole
426.73K
Shared
0.00
None
0.00

COMPASS MINERALS INTL INC

SOLE
COM
Shares1.26M
TypeSH
Market value$29.54M
23.99%
Sole
1.26M
Shared
0.00
None
0.00

SITE CTRS CORP

SOLE
COM
Shares2.67M
TypeSH
Market value$14.43M
11.72%
Sole
2.67M
Shared
0.00
None
0.00

WEAVE COMMUNICATIONS INC

SOLE
COM
Shares3.07M
TypeSH
Market value$14.18M
11.52%
Sole
3.07M
Shared
0.00
None
0.00

JANUS INTERNATIONAL GROUP IN

SOLE
COMMON STOCK
Shares2.45M
TypeSH
Market value$12.64M
10.27%
Sole
2.45M
Shared
0.00
None
0.00

WALKER & DUNLOP INC

SOLE
COM
Shares21.11K
TypeSH
Market value$937.0K
0.76%
Sole
21.11K
Shared
0.00
None
0.00

SNAP INC

SOLE
CL A
Shares75.10K
TypeSH
Market value$345.5K
0.28%
Sole
75.10K
Shared
0.00
None
0.00