Simcoe Capital Management, LLC

CIK 1633362 · View on SEC EDGAR ↗

Portfolio value
$549.3M
#3,553 of 9,443 by 13F value · top 37.6%
Positions
15
As of
June 30, 2026

Portfolio value QoQ: -4.7% 13F does not disclose cash

Top 10 holdings weight
81.53%
Top 25 holdings weight
100.00%
Positions above 1%
15
Effective number of positions
12.6

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 18.1% Est. buys $101,874,532 · sells $151,523,960

Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 34.9% still held

New positions
3
Increased
5
Decreased
6
Closed
3
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+12.8%
S&P 500 total return (same window)
+28.1%
Excess return
-15.2%

Annualized: +8.4% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 2.3%

Sector breakdown

Industrials
30.4%
Materials
23.7%
Consumer Discretionary
10.0%
Diversified Consumer Services
9.9%
Financial Services
8.2%
Retail
7.7%
Consumer Staples
5.5%
Other/Unmapped
4.6%

Full portfolio 15 positions

Type Streak 8Q trend
NGVT Ingevity Corporation Common Stock $66,760,356 12.15% 894,072 $-3,188,572 Down ×2
KOP Koppers Holdings Inc. Common Stock $63,585,584 11.58% 1,416,160 $27,055,032 Up ×2
BCO Brinks Company (The) Common Stock $61,957,565 11.28% 655,705 $1,056,287 Up ×3
WT WisdomTree, Inc. Common Stock $45,298,322 8.25% 2,674,045 $-22,638,420 Down ×2
AN AutoNation, Inc. Common Stock $42,038,703 7.65% 226,270 $-15,556,163 Down ×1
GIL Gildan Activewear, Inc. Class A Sub. Vot. Common Stock $39,283,080 7.15% 761,300 $-45,716,452 Down ×2
BCO Brinks Company (The) Common Stock $33,874,665 6.17% 358,500 Call option $-3,276,690
TNC Tennant Company Common Stock $33,527,820 6.10% 383,000 $8,763,940 Up ×1
DRVN Driven Brands Holdings Inc. - Common Stock $31,483,490 5.73% 2,258,500 $4,940,007 Up ×1
PRMB Primo Brands Corporation Class A Common Stock $30,028,573 5.47% 1,228,665 $3,162,211 Down ×1
Unknown issuer (CUSIP: 29390K102) $25,222,526 4.59% 1,149,090 Up ×1
LRN Stride, Inc. Common Stock $23,078,255 4.20% 267,605 $-3,576,418 Down ×1
ROCK Gibraltar Industries, Inc. - Common Stock $22,295,862 4.06% 494,365 Up ×1
PTON Peloton Interactive, Inc. - Common Stock $15,719,950 2.86% 2,659,890 $10,529,372 Up ×1
MATX Matson, Inc. Common Stock $15,158,297 2.76% 78,855

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
BCO $61,957,565 11.28% up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
Unknown issuer (CUSIP: 29390K102) $25,222,526 1,149,090 4.59%
ROCK $22,295,862 494,365 4.06%
MATX $15,158,297 78,855 2.76%

Top movers (QoQ)

Security Action Shares Δ Value Δ
GIL Trimmed -766K -$45.7M
KOP Bought more +472K +$27.1M
WT Trimmed -2.0M -$22.6M
AN Trimmed -69K -$15.6M
PTON Bought more +1.4M +$10.5M
TNC Bought more +10K +$8.8M
DRVN Bought more +154K +$4.9M
LRN Trimmed -35K -$3.6M
BCO Price move only +0 -$3.3M
NGVT Trimmed -88K -$3.2M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
PRKS Dec. 31, 2025 1,349,835 $69,786,470 28.0%
MAT March 31, 2026 2,641,210 $52,401,606 1.4%
CART Sept. 30, 2025 1,142,580 $51,690,319 33.8%
DFIN June 30, 2026 597,725 $28,176,757 18.2%
IWM Sept. 30, 2025 104,000 $22,442,160 No longer tracked
ABM Sept. 30, 2025 438,887 $20,719,855 3.0%
NATL Sept. 30, 2025 710,900 $20,281,977 17.4%
OSPN Dec. 31, 2025 1,168,883 $18,573,551 21.3%
MATW June 30, 2026 706,420 $18,239,764 -17.3%
FLEX March 31, 2026 281,295 $16,995,844 75.0%
ABG March 31, 2026 56,810 $13,210,029 7.5%
MLAB Dec. 31, 2025 186,449 $12,493,947 46.1%
CLS Sept. 30, 2025 72,350 $11,294,559 21.6%
WH Sept. 30, 2025 132,625 $10,770,476 -5.0%
TRS March 31, 2026 268,845 $9,530,555 8.4%
SABR Sept. 30, 2025 2,372,245 $7,496,294 18.9%
CON June 30, 2026 217,665 $4,668,914 19.3%
MYE Dec. 31, 2025 243,183 $4,119,520 76.0%
PRSU June 30, 2025 35,705 $1,263,600 69.3%
GO June 30, 2025 69,825 $976,154 -10.4%
VVX March 31, 2025 16,400 $784,412 67.4%
BLD Sept. 30, 2025 2,190 $708,991 No longer tracked
MATX Sept. 30, 2025 6,165 $686,473 124.5%
CNK Sept. 30, 2025 21,560 $650,681 33.0%
JBL Sept. 30, 2025 925 $201,743 50.2%
QSR June 30, 2025 2,855 $190,257 18.2%
ECVT Dec. 31, 2025 17,085 $149,665 9.0%
B March 31, 2025 2,025 $95,702 131.1%
APEI Dec. 31, 2025 589 $23,248 18.4%