SIMCOE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WT | 5.25M | $64.04M |
 | MAT | 2.64M | $52.40M |
 | DRVN | 2.10M | $31.20M |
 | GIL | 1.69M | $105.83M |
 | PRMB | 1.43M | $23.33M |
 | DFIN | 1.05M | $49.01M |
 | NGVT | 1.02M | $60.42M |
 | KOP | 814K | $22.03M |
 | BCO | 562K | $65.61M |
 | MATW | 335K | $8.76M |
 | FLEX | 281K | $17.00M |
 | TRS | 269K | $9.53M |
 | AN | 177K | $36.60M |
 | ABG | 57K | $13.21M |
WisdomTree, Inc.
WT
Shares Held
5.25M
Value
$64.04M
Mattel, Inc.
MAT
Shares Held
2.64M
Value
$52.40M
Driven Brands Holdings Inc.
DRVN
Shares Held
2.10M
Value
$31.20M
Gildan Activewear Inc.
GIL
Shares Held
1.69M
Value
$105.83M
Primo Brands Corporation
PRMB
Shares Held
1.43M
Value
$23.33M
Donnelley Financial Solutions, Inc.
DFIN
Shares Held
1.05M
Value
$49.01M
Ingevity Corporation
NGVT
Shares Held
1.02M
Value
$60.42M
Koppers Holdings Inc.
KOP
Shares Held
814K
Value
$22.03M
The Brink's Company
BCO
Shares Held
562K
Value
$65.61M
Matthews International Corporation
MATW
Shares Held
335K
Value
$8.76M
Flex Ltd.
FLEX
Shares Held
281K
Value
$17.00M
TriMas Corporation
TRS
Shares Held
269K
Value
$9.53M
AutoNation, Inc.
AN
Shares Held
177K
Value
$36.60M
Asbury Automotive Group, Inc.
ABG
Shares Held
57K
Value
$13.21M