Gumshoe Capital Management LLC VC / PE / Holdco

CIK: 0001995382 · Show all filings

Period: Q4 2025

Filing Date: Feb 17, 2026

Total Value ($000): $105,838 (100.0% shares, 0.0% debt)

Holdings (6)

TFX TELEFLEX INCORPORATED 29.7%

Value ($000) $31,433 Shares 257,559 Est. Cost $121.00 Unrealized 0.0%

CMP COMPASS MINERALS INTL INC 23.5%

Value ($000) $24,842 Shares 1,264,883 Est. Cost $18.50 Unrealized 0.0%

WEAV WEAVE COMMUNICATIONS INC 21.5%

Value ($000) $22,705 Shares 2,991,435 Est. Cost $6.64 Unrealized 0.0%

SITC SITE CTRS CORP 13.5%

Value ($000) $14,278 Shares 2,224,017 Est. Cost $6.42 Unrealized —

PZZA PAPA JOHNS INTL INC 9.5%

Value ($000) $10,034 Shares 260,687 Est. Cost $43.32 Unrealized 0.0%

PLOW DOUGLAS DYNAMICS INC 2.4%

Value ($000) $2,547 Shares 77,995 Est. Cost $31.63 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
TFX	TELEFLEX INCORPORATED	257,559	$31,433	29.7%	$121.00	0.0%	COM	879369106
CMP	COMPASS MINERALS INTL INC	1,264,883	$24,842	23.5%	$18.50	0.0%	COM	20451N101
WEAV	WEAVE COMMUNICATIONS INC	2,991,435	$22,705	21.5%	$6.64	0.0%	COM	94724R108
SITC	SITE CTRS CORP	2,224,017	$14,278	13.5%	$6.42	—	COM	82981J851
PZZA	PAPA JOHNS INTL INC	260,687	$10,034	9.5%	$43.32	0.0%	COM	698813102
PLOW	DOUGLAS DYNAMICS INC	77,995	$2,547	2.4%	$31.63	0.0%	COM	25960R105