Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TFXTeleflex Incorporated | $34.0M | 31.1% | −37.1% |
| CMPCompass Minerals Intl Inc | $27.2M | 24.8% | −31.0% |
| OPCHOption Care Health Inc | $15.3M | 14.0% | New |
| WEAVWeave Communications Inc | $12.9M | 11.8% | −29.6% |
| SITCSite Ctrs Corp | $10.6M | 9.7% | |
| JBIJanus International Group In | $9.3M | 8.5% | −31.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CMPCompass Minerals Intl Inc | December 31, 2025 | +58.5% | $27.2M |
| JBIJanus International Group In | March 31, 2026 | +7.8% | $9.3M |
| TFXTeleflex Incorporated | December 31, 2025 | +3.9% | $34.0M |
| WEAVWeave Communications Inc | December 31, 2025 | −21.1% | $12.9M |
| SITCSite Ctrs Corp | December 31, 2025 | −38.2% | $10.6M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.7% | +14.8% |
| March 31, 2026 | −7.5% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Gumshoe Capital Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1995382&type=13F-HR&dateb=&owner=include&count=40CIK 1995382
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1995382/000189268826000128/Filed August 14, 2026 · accession 0001892688-26-000128