Gumshoe Capital Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GC Gumshoe Capital Management LLC | Institutional Filer | ▲ 16.32% | $123.1M | 7 |
Current Portfolio Holdings
Showing all 7 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | TFX | Teleflex Incorporated | Healthcare | 427K | $51.0M | 41.46% |
| 2 | CMP | Compass Minerals International, Inc. | Basic Materials | 1.3M | $29.5M | 23.99% |
| 3 | SITC | SITE Centers Corp. | Real Estate | 2.7M | $14.4M | 11.72% |
| 4 | WEAV | Weave Communications, Inc. | Technology | 3.1M | $14.2M | 11.52% |
| 5 | JBI | Janus International Group, Inc. | Industrials | 2.5M | $12.6M | 10.27% |
| 6 | WD | Walker & Dunlop, Inc. | Financial Services | 21K | $937K | 0.76% |
| 7 | SNAP | Snap Inc. | Communication Services | 75K | $345K | 0.28% |
Showing 1 to 7 of 7 holdings