Simcoe Capital Management as of Sept. 30, 2017
Portfolio Holdings for Simcoe Capital Management
Simcoe Capital Management holds 13 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ON Semiconductor (ON) | 17.2 | $44M | 2.4M | 18.47 | |
| Extended Stay America | 11.0 | $28M | 1.4M | 20.00 | |
| AMN Healthcare Services (AMN) | 10.3 | $26M | 571k | 45.70 | |
| Flextronics International Ltd Com Stk (FLEX) | 9.8 | $25M | 1.5M | 16.57 | |
| CBS Corporation | 9.6 | $24M | 418k | 58.00 | |
| Ituran Location And Control (ITRN) | 8.9 | $23M | 625k | 36.05 | |
| Nexstar Broadcasting (NXST) | 8.9 | $23M | 361k | 62.30 | |
| Liberty Media Corp Delaware Com C Siriusxm | 5.8 | $15M | 353k | 41.87 | |
| Liberty Broadband Corporation (LBRDA) | 5.2 | $13M | 140k | 94.18 | |
| Lear Corporation (LEA) | 4.3 | $11M | 63k | 173.08 | |
| Liberty Media Corp Delaware Com A Siriusxm | 3.4 | $8.6M | 205k | 41.90 | |
| Microsemi Corporation | 3.0 | $7.5M | 145k | 51.48 | |
| Liberty Broadband Cl C (LBRDK) | 2.6 | $6.5M | 68k | 95.30 |
