Gumshoe Capital Management as of June 30, 2026
Portfolio Holdings for Gumshoe Capital Management
Gumshoe Capital Management holds 6 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Teleflex Incorporated (TFX) | 31.1 | $34M | 269k | 126.76 | |
| Compass Minerals International (CMP) | 24.8 | $27M | 872k | 31.13 | |
| Option Care Health Com New (OPCH) | 14.0 | $15M | 731k | 20.97 | |
| Weave Communications (WEAV) | 11.8 | $13M | 2.2M | 5.99 | |
| SITE Centers Corp (SITC) | 9.7 | $11M | 2.7M | 3.97 | |
| Janus International Group In Common Stock (JBI) | 8.5 | $9.3M | 1.7M | 5.55 |
