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.
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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.
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
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, no cost basis
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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.