Holders — by stockHoldings — by fund

Gumshoe Capital Management LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001995382

$109.4M

disclosed book value

positions

31.1%

largest position share

Positions, as of 2026-06-30

top 6 of 6 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#	Issuer	Shares	Value	% of book
1	TFXTELEFLEX INCORPORATED	268,521	$34.0M	31.1%
2	CMPCOMPASS MINERALS INTL INC	872,348	$27.2M	24.8%
3	OPCHOPTION CARE HEALTH INC	731,304	$15.3M	14%
4	WEAVWEAVE COMMUNICATIONS INC	2.2M	$12.9M	11.8%
5	SITCSITE CTRS CORP	2.7M	$10.6M	9.7%
6	JBIJANUS INTERNATIONAL GROUP IN	1.7M	$9.3M	8.5%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.