Simcoe Capital Management, LLC Portfolio Holdings by Sector

Simcoe Capital Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Leisure \| Consumer Cyclical SEAS 1 stocks	$114,325 22.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical GIL 1 stocks	$96,426 18.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ABG 1 stocks	$77,138 14.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology JBL FLEX 2 stocks	$72,591 13.98% of portfolio	-	2	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive GO 1 stocks	$41,083 7.91% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services DFIN 1 stocks	$33,838 6.52% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services CNK 1 stocks	$30,339 5.84% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services WETF 1 stocks	$21,780 4.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials NGVT 1 stocks	$8,568 1.65% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical QSR 1 stocks	$8,003 1.54% of portfolio	1	-	1	-	0 Calls 0 Puts
Engineering & Construction \| Industrials BLD 1 stocks	$7,119 1.37% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical TRS 1 stocks	$6,450 1.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Business Services \| Industrials VVI 1 stocks	$1,462 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Simcoe Capital Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Simcoe Capital Management, LLC with notifications on news.