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Gumshoe Capital Management’s Teleflex TFX Stock Holding History

Gumshoe Capital Management’s Portfolio TFX Stock Details TFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34M Sell
268,521
-158,210
-37% -$20.3M 31.11% 1
2026
Q1 		$51M Buy
426,731
+169,172
+66% +$18.7M 41.46% 1
2025
Q4 		$31.4M Buy
+257,559
New +$31.2M 29.7% 1

Other funds holding TFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Gumshoe Capital Management's TFX Position: Q2 2026 in Review

Gumshoe Capital Management reduced its Teleflex (TFX) stake by 37% in Q2 2026, selling an estimated $20.3M and leaving 268,521 shares worth $34M. The position accounts for 31.11% of the portfolio, ranked #1.

Gumshoe Capital Management first reported a position in TFX in Q4 2025 and has held it in 3 quarters since. The position peaked at $51M in Q1 2026. 383 funds tracked by Wall St. Rank hold TFX as of Q2 2026.

  • Gumshoe Capital Management held 268,521 shares of Teleflex worth $34M as of Q2 2026.
  • Gumshoe Capital Management sold 158,210 Teleflex shares in Q2 2026, an estimated $20.3M.
  • Teleflex made up 31.11% of Gumshoe Capital Management's portfolio in Q2 2026, its #1 holding.
  • Gumshoe Capital Management first reported a position in Teleflex in Q4 2025 and has held it in 3 quarters since.
  • Gumshoe Capital Management's Teleflex position peaked at $51M in Q1 2026.
  • 383 funds tracked by Wall St. Rank held Teleflex as of Q2 2026.

Based on Gumshoe Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.