Gumshoe Capital Management LLC
Gumshoe Capital Management LLC reported 6 US-listed holdings worth $109.4 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Teleflex Inc. (31.1%), Compass Minerals Intl Inc. (24.8%) and Option Care Health, Inc. (14.0%). Against the quarter before, it opened 1 position, added to 0, trimmed 4 and sold out of 2.
The 6 largest of its 6 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +3.4% over the 2 quarters to 30 June 2026, against +9.5% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Option Care Health, Inc. OPCH$15.3 million
Trimmed 4
- Teleflex Inc. TFX-158,210 shares · -37%
- Compass Minerals Intl Inc. CMP-392,535 shares · -31%
- Weave Communications Inc. WEAV-909,874 shares · -30%
- Janus International Group in JBI-773,233 shares · -32%
Sold out of 2
- Walker & Dunlop, Inc. WD$936,951 last quarter
- Snap Inc. SNAP$345,460 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Teleflex Inc. TFX | 268.5K | $34.0 million | 31.11% | -158.2K |
| Compass Minerals Intl Inc. CMP | 872.3K | $27.2 million | 24.82% | -392.5K |
| Option Care Health, Inc. OPCH | 731.3K | $15.3 million | 14.02% | new |
| Weave Communications Inc. WEAV | 2.2M | $12.9 million | 11.82% | -909.9K |
| Site Ctrs Corp. SITC | 2.7M | $10.6 million | 9.70% | no change |
| Janus International Group in JBI | 1.7M | $9.3 million | 8.53% | -773.2K |