Simcoe Capital Management as of March 31, 2023
Portfolio Holdings for Simcoe Capital Management
Simcoe Capital Management holds 10 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Donnelley Finl Solutions (DFIN) | 20.3 | $155M | 3.8M | 40.86 | |
| Asbury Automotive (ABG) | 17.8 | $136M | 649k | 210.00 | |
| Jabil Circuit (JBL) | 13.3 | $102M | 1.2M | 88.16 | |
| Everi Hldgs (EVRI) | 9.7 | $74M | 4.3M | 17.15 | |
| Knowles (KN) | 8.9 | $68M | 4.0M | 17.00 | |
| Seaworld Entertainment (PRKS) | 7.6 | $58M | 950k | 61.31 | |
| DineEquity (DIN) | 6.2 | $48M | 703k | 67.64 | |
| Blucora | 5.9 | $45M | 1.7M | 26.32 | |
| Six Flags Entertainment (SIX) | 5.5 | $42M | 1.6M | 26.71 | |
| Cross Country Healthcare (CCRN) | 5.0 | $38M | 1.7M | 22.32 |
