Holdings of Gumshoe Capital Management LLC
7 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Unattributed 100.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 7 | 123.1M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Teleflex Inc | 426,731 | 51M $ | |
| 2 | Compass Minerals International Inc | 1,264,883 | 29.5M $ | |
| 3 | SITE Centers Corp | 2,672,797 | 14.4M $ | |
| 4 | Weave Communications Inc | 3,068,938 | 14.2M $ | |
| 5 | Janus International Group Inc | 2,454,309 | 12.6M $ | |
| 6 | Walker & Dunlop Inc | 21,112 | 937K $ | |
| 7 | Snap Inc | 75,100 | 345.5K $ |