account_balance
Investment manager · 13F filer · SEC CIK 1995382
Gumshoe Capital Management LLC
Reported value$109Mas of Jun 30, 2026
Positions6 1 new, 2 sold out
Top 10 weight100%TFX alone is 31%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TFX
Teleflex Incorporated
31.1%Trimmed
CMP
Compass Minerals Intl Inc
24.8%Trimmed
OPCH
Option Care Health Inc
14.0%New
WEAV
Weave Communications Inc
11.8%Trimmed
SITC
Site CTRS Corp
9.7%
JBI
Janus International Group In
8.5%Trimmed
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed