Gumshoe Capital Management LLC
CIK: 0001995382SEC EDGAR →
Portfolio Value
$105.8M
Holdings
6
As of
Q4 2025
New Positions
6
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TELEFLEX INCORPORATED | 257,559 | $31.4M | 29.70% |
| 2 | COMPASS MINERALS INTL INC | 1,264,883 | $24.8M | 23.47% |
| 3 | WEAVE COMMUNICATIONS INC | 2,991,435 | $22.7M | 21.45% |
| 4 | SITE CTRS CORP | 2,224,017 | $14.3M | 13.49% |
| 5 | PAPA JOHNS INTL INC | 260,687 | $10.0M | 9.48% |
| 6 | DOUGLAS DYNAMICS INC | 77,995 | $2.5M | 2.41% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 1 | $31.4M | 29.7% |
| Basic Materials | 1 | $24.8M | 23.5% |
| Technology | 1 | $22.7M | 21.5% |
| Real Estate | 1 | $14.3M | 13.5% |
| Consumer Cyclical | 2 | $12.6M | 11.9% |