The Analysis of Gumshoe Capital Management LLC's Holdings


Currently, Gumshoe Capital Management LLC holds 7 types of securities in its portfolio with a total value $120.3M. In the most recent quarter, they have increased their positions in TFX (+257.6K shares, valued at $31.4M), CMP (+1.3M shares, valued at $24.8M), WEAV (+3.0M shares, valued at $22.7M); initiated new positions in TFX (+257.6K shares, valued at $31.4M), CMP (+1.3M shares, valued at $24.8M), WEAV (+3.0M shares, valued at $22.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares β–³%Event DateReport DateHistory
TFX TELEFLEX INCORPORATED257.6K sharesnew addition2025-12-312026-02-17history
CMP COMPASS MINERALS INTL INC1.3M sharesnew addition2025-12-312026-02-17history
WEAV WEAVE COMMUNICATIONS INC3.0M sharesnew addition2025-12-312026-02-17history
SITC 2.7M sharesnew addition2026-01-262026-03-25history
SITE CTRS CORP SITE CTRS CORP2.2M sharesnew addition2025-12-312026-02-17history
PZZA PAPA JOHNS INTL INC260.7K sharesnew addition2025-12-312026-02-17history
PLOW DOUGLAS DYNAMICS INC78.0K sharesnew addition2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available