Gumshoe Capital Management LLC
•CIK: 1995382•Filing: Q4 2025
**Gumshoe Capital Management LLC** manages $106M across a concentrated portfolio of six positions. The fund exhibits significant conviction in technology and specialized sectors, with TFX representing the largest allocation at $31.4M. Notable holdings include CMP ($24.8M), WEAV ($22.7M), and SITC ($14.3M), indicating a targeted, high-conviction investment approach. This structure suggests active management focused on deep-value or turnaround opportunities within its selected names.
Total AUM
$105.8M
QoQ Performance
N/A
Positions
6
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
TFX
CMP
WEAV
SITC
PZZA
TFX29.7%
CMP23.5%
WEAV21.5%
SITC13.5%
PZZA9.5%
PLOW2.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%