Simcoe Capital Management as of Dec. 31, 2018
Portfolio Holdings for Simcoe Capital Management
Simcoe Capital Management holds 14 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altice Usa Inc cl a (ATUS) | 16.3 | $53M | 3.2M | 16.52 | |
| Nexstar Broadcasting (NXST) | 14.2 | $46M | 584k | 78.63 | |
| ON Semiconductor (ON) | 12.2 | $40M | 2.4M | 16.51 | |
| Donnelley Finl Solutions (DFIN) | 10.7 | $35M | 2.5M | 14.03 | |
| Ituran Location And Control (ITRN) | 7.2 | $23M | 731k | 32.06 | |
| Liberty Media Corp Delaware Com C Siriusxm | 7.1 | $23M | 619k | 36.98 | |
| Comcast Corporation (CMCSA) | 6.6 | $22M | 631k | 34.05 | |
| Bj's Wholesale Club Holdings (BJ) | 5.7 | $19M | 838k | 22.16 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 5.6 | $18M | 1.9M | 9.76 | |
| Extended Stay America | 4.4 | $14M | 913k | 15.50 | |
| Wageworks | 3.3 | $11M | 392k | 27.18 | |
| Seaworld Entertainment (PRKS) | 3.1 | $10M | 457k | 22.08 | |
| Children's Place Retail Stores (PLCE) | 2.7 | $8.8M | 98k | 90.09 | |
| Nuance Communications | 1.0 | $3.2M | 244k | 13.23 |
