Simcoe Capital Management, LLC: 13F holdings
CIK 16333622026Q2
| Positions | 14 |
|---|
| Reported value | $549.3m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 14 (+0 vs prior quarter) |
|---|
| Reported value | $549.3m (-4.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NGVT INGEVITY CORP | 894,072 | $66.8m | 12.2% |
| KOP KOPPERS HOLDINGS INC | 1,416,160 | $63.6m | 11.6% |
| BCO BRINKS CO | 655,705 | $62.0m | 11.3% |
| WT WISDOMTREE INC | 2,674,045 | $45.3m | 8.2% |
| AN AUTONATION INC | 226,270 | $42.0m | 7.7% |
| GIL GILDAN ACTIVEWEAR INC | 761,300 | $39.3m | 7.2% |
| TNC TENNANT CO | 383,000 | $33.5m | 6.1% |
| DRVN DRIVEN BRANDS HLDGS INC | 2,258,500 | $31.5m | 5.7% |
| PRMB PRIMO BRANDS CORPORATION | 1,228,665 | $30.0m | 5.5% |
| ENVIRI CORP | 1,149,090 | $25.2m | 4.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1633362")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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