Gumshoe Capital Management LLC
Top Portfolio Positions
7 positions ·
$123,110,009 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TFX |
Teleflex Inc
Healthcare
|
426,731 | $51,041,294 | 41.46% | |
| CMP |
Compass Minerals International Inc
Basic Materials
|
1,264,883 | $29,535,018 | 23.99% | |
| SITC |
SITE Centers Corp.
Real Estate
|
2,672,797 | $14,433,103 | 11.72% | |
| WEAV |
Weave Communications, Inc.
Healthcare
|
3,068,938 | $14,178,493 | 11.52% | |
| JBI |
Janus International Group, Inc.
Industrials
|
2,454,309 | $12,639,691 | 10.27% | |
| WD |
Walker & Dunlop, Inc.
Financial Services
|
21,112 | $936,950 | 0.76% | |
| SNAP |
Snap Inc
Communication Services
|
75,100 | $345,460 | 0.28% |
Portfolio Trend
2 quarters · across all stocks
Holdings in CMP
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,535,018 | 1,264,883 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,842,302 | 1,264,883 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $26,601,852 | 1,324,134 | Shares | Sole | 2025-08-14 | |
| 2025-04-21 | $23,929,778 | 2,089,937 | Shares | Sole | 2025-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||