StockDriftsStockDriftsTop 7 Gumshoe Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TFX | TELEFLEX INCORPORATED | 41.46% | 426.7K | $51.0M | +65.68%(+169.17K) | $121.65(+6.62%) | 2026-03-31 | |
| CMP | COMPASS MINERALS INTL INC | 23.99% | 1.26M | $29.5M | +0.00%(+0) | $19.42(+51.13%) | 2026-03-31 | |
| SITC | SITE CTRS CORP | 11.72% | 2.67M | $14.4M | +20.18%(+448.78K) | $7.41(-27.28%) | 2026-03-31 | |
| WEAV | WEAVE COMMUNICATIONS INC | 11.52% | 3.07M | $14.2M | +2.59%(+77.50K) | $7.11(-25.73%) | 2026-03-31 | |
| JBI | JANUS INTERNATIONAL GROUP IN | 10.27% | 2.45M | $12.6M | new | $5.85(-17.71%) | 2026-03-31 | |
| WD | WALKER & DUNLOP INC | 0.76% | 21.1K | $937K | new | $52.27(-2.23%) | 2026-03-31 | |
| SNAP | SNAP INC | 0.28% | 75.1K | $345K | new | $6.33(-12.71%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -26.78% | -60.75% |
| Top 20 Holdings Unweighted | -15.66% | -40.00% |
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