StockDriftsStockDriftsTop 14 Simcoe Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GIL | GILDAN ACTIVEWEAR INC | 15.77% | 1.53M | $85.0M | -9.85%(-166.89K) | $38.00(+50.29%) | 2026-03-31 | |
| NGVT | INGEVITY CORP | 12.98% | 982.0K | $69.9M | -3.81%(-38.93K) | $44.81(+59.26%) | 2026-03-31 | |
| WT | WISDOMTREE INC | 12.6% | 4.67M | $67.9M | -11.18%(-587.36K) | $9.79(+102.37%) | 2026-03-31 | |
| BCO | BRINKS CO | 11.3% | 587.7K | $60.9M | +4.56%(+25.63K) | $92.85(+15.15%) | 2026-03-31 | |
| AN | AUTONATION INC | 10.69% | 295.0K | $57.6M | +66.41%(+117.72K) | $195.14(-1.28%) | 2026-03-31 | |
| KOP | KOPPERS HOLDINGS INC | 6.78% | 944.4K | $36.5M | +16.08%(+130.84K) | $28.28(+49.97%) | 2026-03-31 | |
| DFIN | DONNELLEY FINL SOLUTIONS INC | 5.23% | 597.7K | $28.2M | -43.06%(-452.06K) | $30.63(+26.79%) | 2026-03-31 | |
| PRMB | PRIMO BRANDS CORPORATION | 4.98% | 1.43M | $26.9M | +0.00%(+0) | $25.86(-10.02%) | 2026-03-31 | |
| LRN | STRIDE INC | 4.95% | 302.3K | $26.7M | new | $76.55(+15.48%) | 2026-03-31 | |
| DRVN | DRIVEN BRANDS HLDGS INC | 4.92% | 2.10M | $26.5M | +0.00%(+0) | $16.84(-25.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.92% | +22.22% |
| Top 20 Holdings Unweighted | +5.67% | +17.98% |
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