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 MAT 2 stocks	$120,957 19.57% of portfolio	1	1	1	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical GIL 1 stocks	$109,326 17.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical DRVN AN ABG 3 stocks	$71,737 11.61% of portfolio	2	1	2	-	0 Calls 0 Puts
Electronic Components \| Technology FLEX 1 stocks	$65,992 10.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services DFIN 1 stocks	$61,057 9.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials NGVT ECVT 2 stocks	$58,241 9.42% of portfolio	2	-	1	-	0 Calls 0 Puts
Security & Protection Services \| Industrials BCO 1 stocks	$56,886 9.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services WETF 1 stocks	$25,762 4.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology OSPN 1 stocks	$17,096 2.77% of portfolio	1	-	-	-	0 Calls 0 Puts

Packaging & Containers \| Consumer Cyclical TRS MYE 2 stocks	$14,507 2.35% of portfolio	1	-	1	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology MLAB 1 stocks	$12,794 2.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive APEI 1 stocks	$3,663 0.59% of portfolio	1	-	1	-	0 Calls 0 Puts

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