Simcoe Capital Management, LLC
Simcoe Capital Management, LLC reported 15 positions worth $549.3M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: NGVT (12.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NGVT | SH | $66.8M | 12.15% | 894,072 | — | — | |
| ▸ 2 | KOP | SH | $63.6M | 11.58% | 1,416,160 | — | — | |
| ▸ 3 | BCO | SH | $62.0M | 11.28% | 655,705 | — | — | |
| ▸ 4 | WT | SH | $45.3M | 8.25% | 2,674,045 | — | — | |
| ▸ 5 | AN | SH | $42.0M | 7.65% | 226,270 | — | — | |
| ▸ 6 | GIL | SH | $39.3M | 7.15% | 761,300 | — | — | |
| ▸ 7 | BCO | CALL | $33.9M | 6.17% | 358,500 | — | — | |
| ▸ 8 | TNC | SH | $33.5M | 6.10% | 383,000 | — | — | |
| ▸ 9 | DRVN | SH | $31.5M | 5.73% | 2,258,500 | — | — | |
| ▸ 10 | PRMB | SH | $30.0M | 5.47% | 1,228,665 | — | — |
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Frequently Asked Questions
What stocks does Simcoe Capital Management, LLC hold as of Q2 2026?
Simcoe Capital Management, LLC reported 15 positions worth $549.3M in its Q2 2026 13F filing. Largest positions: NGVT (12.2%), KOP (11.6%), BCO (11.3%), WT (8.2%) and AN (7.7%).
What did Simcoe Capital Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Simcoe Capital Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.