Simcoe Capital Management as of June 30, 2026
Portfolio Holdings for Simcoe Capital Management
Simcoe Capital Management holds 14 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Brink's Company (BCO) | 17.4 | $96M | 1.0M | 94.49 | |
| Ingevity (NGVT) | 12.2 | $67M | 894k | 74.67 | |
| Koppers Holdings (KOP) | 11.6 | $64M | 1.4M | 44.90 | |
| WisdomTree Investments (WT) | 8.2 | $45M | 2.7M | 16.94 | |
| AutoNation (AN) | 7.7 | $42M | 226k | 185.79 | |
| Gildan Activewear Inc Com Cad (GIL) | 7.2 | $39M | 761k | 51.60 | |
| Tennant Company (TNC) | 6.1 | $34M | 383k | 87.54 | |
| Driven Brands Hldgs (DRVN) | 5.7 | $32M | 2.3M | 13.94 | |
| Primo Brands Corporation Class A Com Shs (PRMB) | 5.5 | $30M | 1.2M | 24.44 | |
| Enviri Corp | 4.6 | $25M | 1.1M | 21.95 | |
| Stride (LRN) | 4.2 | $23M | 268k | 86.24 | |
| Gibraltar Industries (ROCK) | 4.1 | $22M | 494k | 45.10 | |
| Peloton Interactive Cl A Com (PTON) | 2.9 | $16M | 2.7M | 5.91 | |
| Matson (MATX) | 2.8 | $15M | 79k | 192.23 |
