Simcoe Capital Management, LLC
14 holdingsFiling period: 2026-03-31Current AUM: $648.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BCO | BRINKS CO | 946.2K | $98.1M | $112.1M | 17.29% | +384.1K | 2026-03-31 |
| 2 | GIL | GILDAN ACTIVEWEAR INC | 1.53M | $85.0M | $84.6M | 13.05% | -166,894 | 2026-03-31 |
| 3 | NGVT | INGEVITY CORP | 982.0K | $69.9M | $71.8M | 11.07% | -38,930 | 2026-03-31 |
| 4 | WT | WISDOMTREE INC | 4.67M | $67.9M | $90.4M | 13.94% | -587,355 | 2026-03-31 |
| 5 | AN | AUTONATION INC | 295.0K | $57.6M | $62.6M | 9.66% | +117.7K | 2026-03-31 |
| 6 | KOP | KOPPERS HOLDINGS INC | 944.4K | $36.5M | $46.3M | 7.14% | +130.8K | 2026-03-31 |
| 7 | DFIN | DONNELLEY FINL SOLUTIONS INC | 597.7K | $28.2M | $28.3M | 4.36% | -452,065 | 2026-03-31 |
| 8 | PRMB | PRIMO BRANDS CORPORATION | 1.43M | $26.9M | $32.4M | 5.00% | -- | 2026-03-31 |
| 9 | LRN | STRIDE INC | 302.3K | $26.7M | $24.3M | 3.74% | -- | 2026-03-31 |
| 10 | DRVN | DRIVEN BRANDS HLDGS INC | 2.10M | $26.5M | $30.0M | 4.63% | -- | 2026-03-31 |
| 11 | TNC | TENNANT CO | 372.9K | $24.8M | $31.3M | 4.83% | -- | 2026-03-31 |
| 12 | MATW | MATTHEWS INTL CORP | 706.4K | $18.2M | $19.6M | 3.02% | +370.9K | 2026-03-31 |
| 13 | PTON | PELOTON INTERACTIVE INC | 1.21M | $5.2M | $7.7M | 1.19% | -- | 2026-03-31 |
| 14 | CON | CONCENTRA GROUP HOLDINGS PAR | 217.7K | $4.7M | $6.9M | 1.06% | -- | 2026-03-31 |
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