Gumshoe Capital Management LLC
Net seller this quarter
$109M
6
-$28.2M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TFX | $34M | 31.11% | 0.61% | -37.1% | Q4 2025 |
 CMP | $27.2M | 24.82% | 2.08% | -31.0% | Q4 2025 |
 OPCH | $15.3M | 14.02% | 0.49% | New | Q2 2026 |
 WEAV | $12.9M | 11.82% | 2.70% | -29.7% | Q4 2025 |
 SITC | $10.6M | 9.70% | 5.09% | Not reported | Q4 2025 |
 JBI | $9.33M | 8.53% | 1.23% | -31.5% | Q1 2026 |
| Q1 2026 | |||||
| TFX | $51M | 41.46% | 0.97% | +65.7% | Q4 2025 |
| CMP | $29.5M | 23.99% | 3.02% | Not reported | Q4 2025 |
| SITC | $14.4M | 11.72% | 5.09% | +20.2% | Q4 2025 |
| WEAV | $14.2M | 11.52% | 3.87% | +2.6% | Q4 2025 |
| JBI | $12.6M | 10.27% | 1.77% | New | Q1 2026 |
 WD | $937K | 0.76% | 0.06% | New | Q1 2026 |
 SNAP | $345K | 0.28% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| TFX | $31.4M | 29.70% | 0.58% | New | Q4 2025 |
| CMP | $24.8M | 23.47% | 3.02% | New | Q4 2025 |
| WEAV | $22.7M | 21.45% | 3.82% | New | Q4 2025 |
| SITC | $14.3M | 13.49% | 4.24% | New | Q4 2025 |
 PZZA | $10M | 9.48% | 0.79% | New | Q4 2025 |
 PLOW | $2.55M | 2.41% | 0.34% | New | Q4 2025 |