Simcoe Capital Management, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$680.5B
Holdings
11
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PRKSUNITED PARKS & RESORTS INC | 2,193,340 | $123.2B | 18.11% | |
| 2 | AWGASBURY AUTOMOTIVE GROUP INC | 482,720 | $117.3B | 17.24% | |
| 3 | GILGILDAN ACTIVEWEAR INC | 2,387,865 | $112.3B | 16.51% | |
| 4 | GOGROCERY OUTLET HLDG CORP | 3,407,125 | $53.2B | 7.82% | |
| 5 | JBLJABIL INC | 351,855 | $50.6B | 7.44% | |
| 6 | DFINDONNELLEY FINL SOLUTIONS INC | 774,165 | $48.6B | 7.14% | |
| 7 | FLEXFLEX LTD | 1,258,683 | $48.3B | 7.10% | |
| 8 | CARTMAPLEBEAR INC | 998,475 | $41.4B | 6.08% | |
| 9 | CNKCINEMARK HLDGS INC | 1,218,950 | $37.8B | 5.55% | |
| 10 | VVXV2X INC | 732,940 | $35.1B | 5.15% | |
| 11 | BUSDBARNES GROUP INC | 268,135 | $12.7B | 1.86% |