Simcoe Capital Management as of March 31, 2026
Portfolio Holdings for Simcoe Capital Management
Simcoe Capital Management holds 14 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Brink's Company (BCO) | 17.0 | $98M | 946k | 103.63 | |
| Gildan Activewear Inc Com Cad (GIL) | 14.8 | $85M | 1.5M | 55.65 | |
| Ingevity (NGVT) | 12.1 | $70M | 982k | 71.23 | |
| WisdomTree Investments (WT) | 11.8 | $68M | 4.7M | 14.56 | |
| AutoNation (AN) | 10.0 | $58M | 295k | 195.26 | |
| Koppers Holdings (KOP) | 6.3 | $37M | 944k | 38.68 | |
| Donnelley Finl Solutions (DFIN) | 4.9 | $28M | 598k | 47.14 | |
| Primo Brands Corporation Class A Com Shs (PRMB) | 4.7 | $27M | 1.4M | 18.83 | |
| Stride (LRN) | 4.6 | $27M | 302k | 88.17 | |
| Driven Brands Hldgs (DRVN) | 4.6 | $27M | 2.1M | 12.61 | |
| Tennant Company (TNC) | 4.3 | $25M | 373k | 66.40 | |
| Matthews Intl Corp Cl A (MATW) | 3.2 | $18M | 706k | 25.82 | |
| Peloton Interactive Cl A Com (PTON) | 0.9 | $5.2M | 1.2M | 4.29 | |
| Concentra Group Holdings Par Common Stock (CON) | 0.8 | $4.7M | 218k | 21.45 |
