Gumshoe Capital Management LLC
Follow13F filer, CIK 1995382, NEW YORK, NY
Gumshoe Capital Management LLC reported $105,838,363 across 6 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001892688-26-000043
- Period
- 2025-12-31
- Reported value
- $106M
- Holdings
- 6
- Top 10 weight
- 100%
- New
- Sold out
Holdings, Q4 2025
Share positions as resolved from 13F-HR 0001892688-26-000043, largest first. % of portfolio is the value over $105,838,363, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| TFXTELEFLEX INCORPORATED | 257,559 | $31.4M | 29.7% | Timeline | |||
| CMPCOMPASS MINERALS INTL INC | 1,264,883 | $24.8M | 23.47% | Timeline | |||
| WEAVWEAVE COMMUNICATIONS INC | 2,991,435 | $22.7M | 21.45% | Timeline | |||
| SITCSITE CTRS CORP | 2,224,017 | $14.3M | 13.49% | Timeline | |||
| PZZAPAPA JOHNS INTL INC | 260,687 | $10M | 9.48% | Timeline | |||
| PLOWDOUGLAS DYNAMICS INC | 77,995 | $2.55M | 2.41% | Timeline |
How Q4 2025 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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001892688-26-000043 | base | 2026-02-17 | acceptance time not in the bulk data set |