Gumshoe Capital Management LLC
NEW YORK NY · SEC CIK 0001995382
$1.09亿2026Q2 申报市值
6持仓数
100.0%前十大占比 · 第一大 31.1%
1 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
OPCH 新建仓+$1,533.54万
2026Q2 卖出最多 按季末市值估算
TFX 减仓-$2,005.47万
CMP 减仓-$1,221.96万
WEAVE COMMUNICAT 减仓-$545.01万
JBI 减仓-$429.14万
WD 清仓-$93.70万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TFX | TELEFLEX INCORPORATED | $3,403.77万 | 31.11% | 268,521 | -158,210 | -37.1% | -$2,005.47万 | 减仓 |
| CMP | COMPASS MINERALS INTL INC | $2,715.62万 | 24.82% | 872,348 | -392,535 | -31.0% | -$1,221.96万 | 减仓 |
| OPCH | OPTION CARE HEALTH INC | $1,533.54万 | 14.02% | 731,304 | 731,304 | — | $1,533.54万 | 新建仓 |
| — | WEAVE COMMUNICATIONS INC | $1,293.28万 | 11.82% | 2,159,064 | -909,874 | -29.6% | -$545.01万 | 减仓 |
| SITC | SITE CTRS CORP | $1,061.10万 | 9.70% | 2,672,797 | 0 | 0.0% | — | 不变 |
| JBI | JANUS INTERNATIONAL GROUP IN | $933.00万 | 8.53% | 1,681,076 | -773,233 | -31.5% | -$429.14万 | 减仓 |
| WD | WALKER & DUNLOP INC | $0 | 0.00% | 0 | -21,112 | -100.0% | -$93.70万 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -75,100 | -100.0% | -$34.55万 | 清仓 |