SIMCOE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WT | 4.72M | $65.58M |
 | MAT | 2.32M | $39.04M |
 | DRVN | 2.10M | $33.91M |
 | GIL | 1.89M | $109.33M |
 | PRKS | 1.56M | $80.56M |
 | PRMB | 1.43M | $31.53M |
 | OSPN | 1.19M | $18.97M |
 | DFIN | 1.19M | $61.06M |
 | FLEX | 1.14M | $65.99M |
 | NGVT | 933K | $51.52M |
 | ECVT | 768K | $6.72M |
 | BCO | 487K | $56.89M |
 | TRS | 269K | $10.39M |
 | MYE | 243K | $4.12M |
 | MLAB | 191K | $12.79M |
 | APEI | 93K | $3.66M |
 | AN | 87K | $18.99M |
 | ABG | 77K | $18.84M |
WisdomTree, Inc.
WT
Shares Held
4.72M
Value
$65.58M
Mattel, Inc.
MAT
Shares Held
2.32M
Value
$39.04M
Driven Brands Holdings Inc.
DRVN
Shares Held
2.10M
Value
$33.91M
Gildan Activewear Inc.
GIL
Shares Held
1.89M
Value
$109.33M
United Parks & Resorts Inc.
PRKS
Shares Held
1.56M
Value
$80.56M
Primo Brands Corporation
PRMB
Shares Held
1.43M
Value
$31.53M
OneSpan Inc.
OSPN
Shares Held
1.19M
Value
$18.97M
Donnelley Financial Solutions, Inc.
DFIN
Shares Held
1.19M
Value
$61.06M
Flex Ltd.
FLEX
Shares Held
1.14M
Value
$65.99M
Ingevity Corporation
NGVT
Shares Held
933K
Value
$51.52M
Ecovyst Inc.
ECVT
Shares Held
768K
Value
$6.72M
The Brink's Company
BCO
Shares Held
487K
Value
$56.89M
TriMas Corporation
TRS
Shares Held
269K
Value
$10.39M
Myers Industries, Inc.
MYE
Shares Held
243K
Value
$4.12M
Mesa Laboratories, Inc.
MLAB
Shares Held
191K
Value
$12.79M
American Public Education, Inc.
APEI
Shares Held
93K
Value
$3.66M
AutoNation, Inc.
AN
Shares Held
87K
Value
$18.99M
Asbury Automotive Group, Inc.
ABG
Shares Held
77K
Value
$18.84M