Gumshoe Capital Management LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Gumshoe Capital Management LLC held in its portfolio 6 assets valued at $105,838,363 (i.e. $105.84M).

The most valuable assets in the portfolio included: TELEFLEX INCORPORATED ($31.43M), COMPASS MINERALS INTL INC ($24.84M), and WEAVE COMMUNICATIONS INC ($22.71M).

The chart below shows the top 6 valuable assets, and the table below shows the top 6 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Gumshoe Capital Management LLC Portfolio

TELEFLEX INCORPORATED

COMPASS MINERALS INTL INC

WEAVE COMMUNICATIONS INC

SITE CTRS CORP

PAPA JOHNS INTL INC

DOUGLAS DYNAMICS INC

Gumshoe Capital Management LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
TELEFLEX INCORPORATED	257559	31432500	COM
COMPASS MINERALS INTL INC	1264883	24842302	COM
WEAVE COMMUNICATIONS INC	2991435	22704992	COM
SITE CTRS CORP	2224017	14278189	COM
PAPA JOHNS INTL INC	260687	10033843	COM
DOUGLAS DYNAMICS INC	77995	2546537	COM