13F HOLDINGS REPORT
Gumshoe Capital Management LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001892688-26-000043
Total Value
$105.8M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TELEFLEX INCORPORATED | TFX | 257,559 | $31.4M | 29.70% |
| 2 | COMPASS MINERALS INTL INC | COMP | 1,264,883 | $24.8M | 23.47% |
| 3 | WEAVE COMMUNICATIONS INC | WEAV | 2,991,435 | $22.7M | 21.45% |
| 4 | SITE CTRS CORP | 82981J851 | 2,224,017 | $14.3M | 13.49% |
| 5 | PAPA JOHNS INTL INC | 698813102 | 260,687 | $10.0M | 9.48% |
| 6 | DOUGLAS DYNAMICS INC | PLOW | 77,995 | $2.5M | 2.41% |