Gumshoe Capital Management LLC — 13F holdings

Gumshoe Capital Management LLC reported 6 holdings worth $109M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. TFX TELEFLEX INCORPORATED — $34.0M (31.1%)
2. CMP COMPASS MINERALS INTL INC — $27.2M (24.8%)
3. OPCH OPTION CARE HEALTH INC — $15.3M (14.0%)
4. WEAV WEAVE COMMUNICATIONS INC — $12.9M (11.8%)
5. SITC SITE CTRS CORP — $10.6M (9.7%)
6. JBI JANUS INTERNATIONAL GROUP IN — $9.33M (8.5%)