account_balance
Investment manager · 13F filer · SEC CIK 1633362
Simcoe Capital Management, LLC
Reported value$515Mas of Jun 30, 2026
Positions14 3 new, 3 sold out
Top 10 weight85.2%NGVT alone is 13%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NGVTIngevity Corp
13.0%Trimmed −9%
KOPKoppers Holdings Inc
12.3%Added +50%
BCOBrinks Co
12.0%Added +12%
WTWisdomtree Inc
8.8%Trimmed −43%
ANAutonation Inc
8.2%Trimmed −23%
GILGildan Activewear Inc
7.6%Trimmed −50%
TNCTennant Co
6.5%Added +3%
DRVNDriven Brands Hldgs Inc
6.1%Added +7%
PRMBPrimo Brands Corporation
5.8%Trimmed −14%
NVRIEnviri Corp
4.9%New
LRNStride Inc
4.5%Trimmed −11%
ROCKGibraltar Inds Inc
4.3%New
NGVTIngevity Corp
13.0%Trimmed −9%
KOPKoppers Holdings Inc
12.3%Added +50%
BCOBrinks Co
12.0%Added +12%
WTWisdomtree Inc
8.8%Trimmed −43%
ANAutonation Inc
8.2%Trimmed −23%
GIL7.6%TNC6.5%DRVN6.1%PRMB5.8%NVRI4.9%LRN4.5%ROCK4.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NGVT Ingevity Corp 13.0% Trimmed −9%KOP Koppers Holdings Inc 12.3% Added +50%BCO Brinks Co 12.0% Added +12%WT Wisdomtree Inc 8.8% Trimmed −43%AN Autonation Inc 8.2% Trimmed −23%GIL Gildan Activewear Inc 7.6% Trimmed −50%TNC Tennant Co 6.5% Added +3%DRVN Driven Brands Hldgs Inc 6.1% Added +7%PRMB Primo Brands Corporation 5.8% Trimmed −14%NVRI Enviri Corp 4.9% NewLRN Stride Inc 4.5% Trimmed −11%ROCK Gibraltar Inds Inc 4.3% New
What changed