SIMCOE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WT | 4.67M | $67.94M |
 | DRVN | 2.10M | $26.54M |
 | GIL | 1.53M | $85.00M |
 | PRMB | 1.43M | $26.87M |
 | PTON | 1.21M | $5.19M |
 | NGVT | 982K | $69.95M |
 | KOP | 944K | $36.53M |
 | MATW | 706K | $18.24M |
 | DFIN | 598K | $28.18M |
 | BCO | 588K | $60.90M |
 | TNC | 373K | $24.76M |
 | LRN | 302K | $26.65M |
 | AN | 295K | $57.59M |
 | CON | 218K | $4.67M |
WisdomTree, Inc.
WT
Shares Held
4.67M
Value
$67.94M
Driven Brands Holdings Inc.
DRVN
Shares Held
2.10M
Value
$26.54M
Gildan Activewear Inc.
GIL
Shares Held
1.53M
Value
$85.00M
Primo Brands Corporation
PRMB
Shares Held
1.43M
Value
$26.87M
Peloton Interactive, Inc.
PTON
Shares Held
1.21M
Value
$5.19M
Ingevity Corporation
NGVT
Shares Held
982K
Value
$69.95M
Koppers Holdings Inc.
KOP
Shares Held
944K
Value
$36.53M
Matthews International Corporation
MATW
Shares Held
706K
Value
$18.24M
Donnelley Financial Solutions, Inc.
DFIN
Shares Held
598K
Value
$28.18M
The Brink's Company
BCO
Shares Held
588K
Value
$60.90M
Tennant Company
TNC
Shares Held
373K
Value
$24.76M
Stride, Inc.
LRN
Shares Held
302K
Value
$26.65M
AutoNation, Inc.
AN
Shares Held
295K
Value
$57.59M
Concentra Group Holdings Parent, Inc.
CON
Shares Held
218K
Value
$4.67M