Simcoe Capital Management, LLC

CIK 0001633362 • 6 13F filings • May 14, 2025 – Aug 14, 2026

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Filer information

$549.3M latest

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

Other

Portfolio value: $1.01B1 positionsView on SEC.gov

			% of Portfolio
ABM INDS INC	COM	$20.7M	2.1%	438,887 SH	New
ASBURY AUTOMOTIVE GROUP INC	COM	$40.7M	4.0%	170,455 SH	New
BRINKS CO	COM	$43.5M	4.3%Prev: 17.0%	486,790 SH	Decreased-459,390 SH
CELESTICA INC	COM	$11.6M	1.1%	74,155 SH	New
CINEMARK HLDGS INC	COM	$34.6M	3.4%	1,147,190 SH	New
DONNELLEY FINL SOLUTIONS INC	COM	$64.0M	6.3%Prev: 4.9%	1,037,735 SH	Increased+440,010 SH
FLEX LTD	ORD	$57.0M	5.6%	1,141,000 SH	New
GILDAN ACTIVEWEAR INC	COM	$106.6M	10.6%Prev: 14.8%	2,165,100 SH	Increased+637,705 SH
INGEVITY CORP	COM	$26.9M	2.7%Prev: 12.1%	624,935 SH	Decreased-357,080 SH
ISHARES TR	RUSSELL 2000 ETF	$323.5M	32.1%	1,499,000 SH	New
JABIL INC	COM	$9.4M	0.9%	43,120 SH	New
MAPLEBEAR INC	COM	$56.6M	5.6%	1,250,255 SH	New
MATSON INC	COM	$686K	0.1%	6,165 SH	New
NCR ATLEOS CORPORATION	COM SHS	$20.3M	2.0%	710,900 SH	New
ONESPAN INC	COM	$7.4M	0.7%	446,280 SH	New
SABRE CORP	COM	$7.6M	0.8%	2,420,500 SH	New
TOPBUILD CORP	COM	$709K	0.1%	2,190 SH	New
TRIMAS CORP	COM NEW	$7.7M	0.8%	268,845 SH	New
UNITED PARKS & RESORTS INC	COM	$102.0M	10.1%	2,163,970 SH	New
WISDOMTREE INC	COM	$56.7M	5.6%Prev: 11.8%	4,924,550 SH	Decreased+258,565 SH
WYNDHAM HOTELS & RESORTS INC	COM	$10.8M	1.1%	132,625 SH	New

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001633362-26-000002	$559.0M	View
Nov 13, 2025	Q3 2025	13F-HR	0001633362-25-000003	$689.9M	View
Aug 14, 2026	Q2 2026