Simcoe Capital Management as of Dec. 31, 2022
Portfolio Holdings for Simcoe Capital Management
Simcoe Capital Management holds 12 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Maxar Technologies | 24.5 | $225M | 4.4M | 51.74 | |
| Donnelley Finl Solutions (DFIN) | 16.0 | $147M | 3.8M | 38.65 | |
| Asbury Automotive (ABG) | 15.2 | $139M | 777k | 179.25 | |
| Jabil Circuit (JBL) | 9.4 | $87M | 1.3M | 68.20 | |
| Knowles (KN) | 7.3 | $67M | 4.1M | 16.42 | |
| Comcast Corp Cl A (CMCSA) | 5.5 | $50M | 1.4M | 34.97 | |
| DineEquity (DIN) | 4.9 | $45M | 703k | 64.60 | |
| Blucora | 4.8 | $44M | 1.7M | 25.53 | |
| Cross Country Healthcare (CCRN) | 4.6 | $43M | 1.6M | 26.57 | |
| Seaworld Entertainment (PRKS) | 4.6 | $43M | 795k | 53.51 | |
| Overstock (BYON) | 2.7 | $25M | 1.3M | 19.36 | |
| Wideopenwest (WOW) | 0.6 | $5.1M | 556k | 9.11 |
