Institutional Manager · CIK 0001995382
Gumshoe Capital Management LLC
NEW YORK, NY · File #028-26584
Latest AUM
$105.8M
Positions
6
Top-10 Concentration
100.0%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | TELEFLEX INCORPORATED | TFX | +257,559 | +$31.4M | $0 |
| NEW | COMPASS MINERALS INTL INC | COMP | +1,264,883 | +$24.8M | $0 |
| NEW | WEAVE COMMUNICATIONS INC | WEAV | +2,991,435 | +$22.7M | $0 |
| NEW | SITE CTRS CORP | 82981J851 | +2,224,017 | +$14.3M | $0 |
| NEW | PAPA JOHNS INTL INC | 698813102 | +260,687 | +$10.0M | $0 |
| NEW | DOUGLAS DYNAMICS INC | PLOW | +77,995 | +$2.5M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20256 pos · $105.8M
Top 6 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |