Simcoe Capital Management, LLC
Simcoe Capital Management, LLC reported 15 holdings worth US$549M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Simcoe Capital Management, LLC reported 15 holdings worth US$549M as of Jun 30, 2026. Largest: Ingevity Corporation, Koppers Holdings Inc. and Brinks Company (the). Filed Aug 14, 2026 (Form 13F).
- Holdings
- 15
- Value as reported
- US$549M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Ingevity Corporation | 894K | US$66.8M | 12.2% |
| Koppers Holdings Inc. | 1.42M | US$63.6M | 11.6% |
| Brinks Company (the) | 656K | US$62M | 11.3% |
| Wisdomtree, Inc. | 2.67M | US$45.3M | 8.2% |
| Autonation, Inc. | 226K | US$42M | 7.7% |
| Gildan Activewear Inc. | 761K | US$39.3M | 7.2% |
| Tennant Company | 383K | US$33.5M | 6.1% |
| Driven Brands Holdings Inc. | 2.26M | US$31.5M | 5.7% |
| Primo Brands Corporation | 1.23M | US$30M | 5.5% |
| Stride, Inc. | 268K | US$23.1M | 4.2% |
| Gibraltar Industries, Inc. | 494K | US$22.3M | 4.1% |
| Peloton Interactive, Inc. | 2.66M | US$15.7M | 2.9% |
| Matson, Inc. | 78,855 | US$15.2M | 2.8% |
| Concentra Group Holdings Parent, Inc. | 0 | US$0 | 0.00% |
| Donnelley Financial Solutions, Inc. | 0 | US$0 | 0.00% |
| Matthews International Corporation | 0 | US$0 | 0.00% |