Gumshoe Capital Management LLC
NEW YORK NY · SEC CIK 0001995382
$1.23亿2026Q1 申报市值
7持仓数
100.0%前十大占比 · 第一大 41.5%
3 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TFX 加仓+$2,023.47万
JBI 新建仓+$1,263.97万
SITC 加仓+$242.34万
WD 新建仓+$93.70万
WEAVE COMMUNICAT 加仓+$35.81万
2026Q1 卖出最多 按季末市值估算
PZZA 清仓-$1,003.38万
PLOW 清仓-$254.65万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PZZA | PAPA JOHNS INTL INC | $0 | 0.00% | 0 | -260,687 | -100.0% | -$1,003.38万 | 清仓 |
| PLOW | DOUGLAS DYNAMICS INC | $0 | 0.00% | 0 | -77,995 | -100.0% | -$254.65万 | 清仓 |
| SNAP | SNAP INC | $34.55万 | 0.28% | 75,100 | 75,100 | — | $34.55万 | 新建仓 |
| WD | WALKER & DUNLOP INC | $93.70万 | 0.76% | 21,112 | 21,112 | — | $93.70万 | 新建仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $1,263.97万 | 10.27% | 2,454,309 | 2,454,309 | — | $1,263.97万 | 新建仓 |
| — | WEAVE COMMUNICATIONS INC | $1,417.85万 | 11.52% | 3,068,938 | 77,503 | 2.6% | $35.81万 | 加仓 |
| SITC | SITE CTRS CORP | $1,443.31万 | 11.72% | 2,672,797 | 448,780 | 20.2% | $242.34万 | 加仓 |
| CMP | COMPASS MINERALS INTL INC | $2,953.50万 | 23.99% | 1,264,883 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED | $5,104.13万 | 41.46% | 426,731 | 169,172 | 65.7% | $2,023.47万 | 加仓 |