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Gumshoe Capital Management LLC

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13F filer, CIK 1995382, NEW YORK, NY

Gumshoe Capital Management LLC reported $123,110,013 across 7 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001892688-26-000077

Period
2026-03-31
Reported value
$123M
Holdings
7
Top 10 weight
100%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TFXadded+169,172$20.2M
JBInew+2,454,309$12.6M
SITCadded+448,780$2.42M
WDnew+21,112$937K
WEAVadded+77,503$358K

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
PZZAexited-260,687-$10M
PLOWexited-77,995-$2.55M

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, Q1 2026

Share positions as resolved from 13F-HR 0001892688-26-000077, largest first. % of portfolio is the value over $123,110,013, 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 257,559 shares; 2026Q1: 426,731 shares 426,731$51M41.46%+169,172Timeline
CMPCOMPASS MINERALS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,264,883$29.5M23.99%0Timeline
SITCSITE CTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,672,797$14.4M11.72%+448,780Timeline
WEAVWEAVE COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,068,938$14.2M11.52%+77,503Timeline
JBIJANUS INTERNATIONAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 2,454,309 shares 2,454,309$12.6M10.27%newTimeline
WDWALKER & DUNLOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 21,112 shares 21,112$937K0.76%newTimeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 75,100 shares 75,100$345K0.28%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
PZZAPAPA JOHNS INTL INC260,687$10Mshares
PLOWDOUGLAS DYNAMICS INC77,995$2.55Mshares

How Q1 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 0001892688-26-000077 base2026-05-15acceptance time not in the bulk data set