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 weight100.0%TFX alone is 31%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 6 stocks.
TFXTeleflex Incorporated
31.1%Trimmed −37%
CMPCompass Minerals Intl Inc
24.8%Trimmed −31%
OPCHOption Care Health Inc
14.0%New
WEAVWeave Communications Inc
11.8%Trimmed −30%
SITCSite CTRS Corp
9.7%
JBIJanus International Group In
8.5%Trimmed −32%
TFXTeleflex Incorporated
31.1%Trimmed −37%
CMPCompass Minerals Intl Inc
24.8%Trimmed −31%
OPCH14.0%WEAVWeave Communications Inc
11.8%Trimmed −30%
SITCSite CTRS Corp
9.7%
JBI8.5%Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 6 as a list
What changed