Gumshoe Capital Management LLC

NEW YORK, NY · CIK 1995382 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2024 · limited liability company

Assets managed$570.6m
Staff7 · 4 in investment roles
Main clients (by assets)Private funds 100%
Private funds2 (1 hedge) · $570.6m gross assets
Websitegumshoecap.com
Form ADV · 2026-03-31SEC adviser record

Legal entityGUMSHOE CAPITAL MANAGEMENT LLC (US)

$109.4m reported value -11.1% vs Q1 2026

6positions

100.0%in top 10

1 new 0 added 4 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TELEFLEX INCORPORATED COM TFX	TFX	268,521	$34.0m31.11%	31.11%	Reduced -158.2k	-158,210 -37.1%
2	COMPASS MINERALS INTL INC COM CMP	CMP	872,348	$27.2m24.82%	24.82%	Reduced -392.5k	-392,535 -31.0%
3	OPTION CARE HEALTH INC COM NEW OPCH	OPCH	731,304	$15.3m14.02%	14.02%	New
4	WEAVE COMMUNICATIONS INC COM WEAV	WEAV	2,159,064	$12.9m11.82%	11.82%	Reduced -909.9k	-909,874 -29.6%
5	SITE CTRS CORP COM SITC	SITC	2,672,797	$10.6m9.70%	9.70%	Unchanged
6	JANUS INTERNATIONAL GROUP IN COMMON STOCK JBI	JBI	1,681,076	$9.3m8.53%	8.53%	Reduced -773.2k	-773,233 -31.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
WALKER & DUNLOP INC WD	WD	21,112	$937.0k21.1k shares
SNAP INC SNAP	SNAP	75,100	$345.5k75.1k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
SITE CTRS CORP SITC · 13G · filed 2026-03-25	SITC	5.1%≈ $10.6m	new	13G	2026-03-25