Simcoe Capital Management as of Dec. 31, 2017
Portfolio Holdings for Simcoe Capital Management
Simcoe Capital Management holds 13 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ON Semiconductor (ON) | 17.1 | $49M | 2.4M | 20.94 | |
| Nexstar Broadcasting (NXST) | 16.4 | $47M | 606k | 78.20 | |
| Altice Usa Inc cl a (ATUS) | 10.9 | $31M | 1.5M | 21.23 | |
| Extended Stay America | 10.7 | $31M | 1.6M | 19.00 | |
| AMN Healthcare Services (AMN) | 9.7 | $28M | 571k | 49.25 | |
| Flextronics International Ltd Com Stk (FLEX) | 9.3 | $27M | 1.5M | 17.99 | |
| Ituran Location And Control (ITRN) | 7.8 | $23M | 659k | 34.20 | |
| Liberty Media Corp Delaware Com C Siriusxm | 4.8 | $14M | 353k | 39.66 | |
| Jabil Circuit (JBL) | 4.5 | $13M | 498k | 26.25 | |
| Liberty Media Corp Delaware Com A Siriusxm | 2.8 | $8.1M | 205k | 39.66 | |
| Microsemi Corporation | 2.6 | $7.5M | 145k | 51.65 | |
| Travelport Worldwide | 1.9 | $5.6M | 427k | 13.07 | |
| Lattice Semiconductor (LSCC) | 1.3 | $3.9M | 671k | 5.78 |
