Gumshoe Capital Management LLC holds a concentrated book of 7 stocks worth $123.1M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Janus International Group In. Their largest long position is Teleflex Inc at 41% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Gumshoe Capital Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Irenic Capital Management LP | 4 / 7 | $287.1M |
| Newtyn Management, LLC | 3 / 7 | $98.2M |
| Engine Capital Management, LP | 2 / 7 | $38.5M |
| Invenomic Capital Management LP | 2 / 7 | $76.4M |
| Villanova Investment Management Co | 2 / 7 | $3.5M |
| Cooke & Bieler LP | 2 / 7 | $176.8M |
| River Road Asset Management, LLC | 2 / 7 | $133.5M |
| Varcov Co. | 3 / 7 | $2.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Gumshoe Capital Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Teleflex Incorporated COM | $51.0M | 426.7K | 41.5% | ▲+66% Added · +169K sh | |
| 2 | Compass Minerals Intl Inc COM | $29.5M | 1.26M | 24.0% | —Held | |
| 3 | Site CTRS Corp COM | $14.4M | 2.67M | 11.7% | ▲+20% Added · +449K sh | |
| 4 | Weave Communications Inc COM | $14.2M | 3.07M | 11.5% | ▲+2.6% Added · +78K sh | |
| 5 | Janus International Group In COMMON STOCK | $12.6M | 2.45M | 10.3% | ▲New New position | |
| 6 | Walker & Dunlop Inc COM | $937K | 21.1K | 0.8% | ▲New New position | |
| 7 | Snap Inc CL A | $345K | 75.1K | 0.3% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1995382/holdings"
Use Arkolith to show Gumshoe Capital Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.