Simcoe Capital Management, LLC Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$765.4B
Holdings
10
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFINDONNELLEY FINL SOLUTIONS INC | 3,794,725 | $155.1B | 20.26% | |
| 2 | AWGASBURY AUTOMOTIVE GROUP INC | 649,120 | $136.3B | 17.81% | |
| 3 | JBLJABIL INC | 1,152,469 | $101.6B | 13.27% | |
| 4 | G2CEVERI HLDGS INC | 4,306,880 | $73.9B | 9.65% | |
| 5 | KNKNOWLES CORP | 3,990,597 | $67.8B | 8.86% | |
| 6 | PRKSSEAWORLD ENTMT INC | 950,345 | $58.3B | 7.61% | |
| 7 | DINDINE BRANDS GLOBAL INC | 702,825 | $47.5B | 6.21% | |
| 8 | —AVANTAX INC | 1,711,575 | $45.0B | 5.89% | |
| 9 | SIXEURSIX FLAGS ENTMT CORP NEW | 1,562,995 | $41.7B | 5.45% | |
| 10 | XXYCROSS CTRY HEALTHCARE INC | 1,708,095 | $38.1B | 4.98% |