Gumshoe Capital Management LLC
6 holdingsFiling period: 2026-06-30Current AUM: $106.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TFX | Teleflex Incorporated | 268.5K | $34.0M | $40.5M | 38.16% | -158,210 | 2026-06-30 |
| 2 | CMP | Compass Minerals Intl Inc | 872.3K | $27.2M | $20.0M | 18.83% | -392,535 | 2026-06-30 |
| 3 | OPCH | Option Care Health Inc | 731.3K | $15.3M | $23.1M | 21.80% | -- | 2026-06-30 |
| 4 | WEAV | Weave Communications Inc | 2.16M | $12.9M | $12.9M | 12.18% | -909,874 | 2026-06-30 |
| 5 | SITC | Site Ctrs Corp | 2.67M | $10.6M | $1.8M | 1.68% | -- | 2026-06-30 |
| 6 | JBI | Janus International Group in | 1.68M | $9.3M | $7.8M | 7.35% | -773,233 | 2026-06-30 |
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