Institutions / Simcoe Capital Management, LLC
Simcoe Capital Management, LLC
CIK 1633362 · Institution · as of Dec 31, 2025
Portfolio value
$558.96M
Positions
14
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Gildan Activewear Inc | $105.83M | 18.9% |
| Brinks Co | $65.61M | 11.7% |
| WisdomTree, Inc. | $64.04M | 11.5% |
| Ingevity Corp | $60.42M | 10.8% |
| Mattel Inc /De | $52.40M | 9.4% |
| Donnelley Financial Solutions, Inc. | $49.01M | 8.8% |
| Autonation, Inc. | $36.60M | 6.5% |
| Driven Brands Holdings Inc.DRVN | $31.20M | 5.6% |
| Primo Brands Corp | $23.33M | 4.2% |
| Koppers Holdings Inc | $22.03M | 3.9% |
| Flex Ltd. | $17.00M | 3.0% |
| Asbury Automotive Group Inc | $13.21M | 2.4% |
| Trimas Corp | $9.53M | 1.7% |
| Matthews International Corp | $8.76M | 1.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.