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Gumshoe Capital Management LLC

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13F filer, CIK 1995382, NEW YORK, NY

Gumshoe Capital Management LLC reported $109,403,129 across 6 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001892688-26-000128

Period
2026-06-30
Reported value
$109M
Holdings
6
Top 10 weight
100%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
OPCHnew+731,304$15.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TFXreduced-158,210-$20.1M
CMPreduced-392,535-$12.2M
WEAVreduced-909,874-$5.45M
JBIreduced-773,233-$4.29M
WDexited-21,112-$937K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001892688-26-000128, largest first. % of portfolio is the value over $109,403,129, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TFXTELEFLEX INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 257,559 shares; 2026Q1: 426,731 shares; 2026Q2: 268,521 shares 268,521$34M31.11%-158,210Timeline
CMPCOMPASS MINERALS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,264,883 shares; 2026Q1: 1,264,883 shares; 2026Q2: 872,348 shares 872,348$27.2M24.82%-392,535Timeline
OPCHOPTION CARE HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 731,304 shares 731,304$15.3M14.02%newTimeline
WEAVWEAVE COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,991,435 shares; 2026Q1: 3,068,938 shares; 2026Q2: 2,159,064 shares 2,159,064$12.9M11.82%-909,874Timeline
SITCSITE CTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,224,017 shares; 2026Q1: 2,672,797 shares; 2026Q2: 2,672,797 shares 2,672,797$10.6M9.7%0Timeline
JBIJANUS INTERNATIONAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 2,454,309 shares; 2026Q2: 1,681,076 shares 1,681,076$9.33M8.53%-773,233Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
WDWALKER & DUNLOP INC21,112$937Kshares
SNAPSNAP INC75,100$345Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001892688-26-000128 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001892688-26-000128 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001892688-26-000077 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001892688-26-000043 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set