Gumshoe Capital Management LLC: 13F holdings
CIK 19953822026Q2
| Positions | 6 |
|---|
| Reported value | $109.4m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 6 (-1 vs prior quarter) |
|---|
| Reported value | $109.4m (-11.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TFX TELEFLEX INCORPORATED | 268,521 | $34.0m | 31.1% |
| CMP COMPASS MINERALS INTL INC | 872,348 | $27.2m | 24.8% |
| OPCH OPTION CARE HEALTH INC | 731,304 | $15.3m | 14.0% |
| WEAV WEAVE COMMUNICATIONS INC | 2,159,064 | $12.9m | 11.8% |
| SITC SITE CTRS CORP | 2,672,797 | $10.6m | 9.7% |
| JBI JANUS INTERNATIONAL GROUP IN | 1,681,076 | $9.3m | 8.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1995382")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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