Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Simcoe Capital Management, LLC (CIK 1633362) reported $576.2M across 13 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BCO ($98.1M, 17.02%), GIL ($85.0M, 14.75%), NGVT ($69.9M, 12.14%), WT ($67.9M, 11.79%), AN ($57.6M, 10.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BCO | BRINKS CO | $98.1M | 17.02% | 946,180 | Added |
| 2 | GIL | GILDAN ACTIVEWEAR INC | $85.0M | 14.75% | 1.5M | Trimmed |
| 3 | NGVT | INGEVITY CORP | $69.9M | 12.14% | 982,015 | Trimmed |
| 4 | WT | WISDOMTREE INC | $67.9M | 11.79% | 4.7M | Trimmed |
| 5 | AN | AUTONATION INC | $57.6M | 10.00% | 294,965 | Added |
| 6 | KOP | KOPPERS HOLDINGS INC | $36.5M | 6.34% | 944,430 | Added |
| 7 | DFIN | DONNELLEY FINL SOLUTIONS INC | $28.2M | 4.89% | 597,725 | Trimmed |
| 8 | PRMB | PRIMO BRANDS CORPORATION | $26.9M | 4.66% | 1.4M | Hold |
| 9 | LRN | STRIDE INC | $26.7M | 4.63% | 302,310 | New |
| 10 | DRVN | DRIVEN BRANDS HLDGS INC | $26.5M | 4.61% | 2.1M | Hold |
| 11 | TNC | TENNANT CO | $24.8M | 4.30% | 372,950 | New |
| 12 | MATW | MATTHEWS INTL CORP | $18.2M | 3.17% | 706,420 | Added |
| 13 | PTON | PELOTON INTERACTIVE INC | $5.2M | 0.90% | 1.2M | New |
| 14 | CON | CONCENTRA GROUP HOLDINGS PAR | $4.7M | 0.81% | 217,665 | New |
| 15 | ABG | ASBURY AUTOMOTIVE GROUP INC | $0 | 0.00% | 0 | Exited |
| 16 | MAT | MATTEL INC | $0 | 0.00% | 0 | Exited |
| 17 | TRS | TRIMAS CORP | $0 | 0.00% | 0 | Exited |
| 18 | FLEX | FLEX LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31