Jeffrey Jacobowitz

Simcoe Capital Management, Llc

Assets Managed

$576.168M

Holdings

Last Quarter

2026 - Q1

Filed Date

12d ago

Growth Rate

3.08%(2Q avg: -7.95%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Simcoe Capital Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 14 positions.

Assets under management

The assets under management (AUM) of Simcoe Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 576.168M in assets, with a quarterly growth rate of 3.08% and a 2-quarter average growth rate of -7.95%. The portfolio is managed by Jeffrey Jacobowitz, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
BCO Brink's Co The Recent Activity Increased 68.35%	17.02%	$98.053M 946,180 shares@ $103.63 avg price	Increased 68.35%
GIL Gildan Activewear Inc Recent Activity Decreased -9.85%	14.76%	$85M 1.527M shares@ $55.66 avg price	Decreased -9.85%
NGVT Ingevity Corp Recent Activity Decreased -3.81%	12.15%	$69.949M 982,015 shares@ $71.23 avg price	Decreased -3.81%
WT Wisdomtree Inc Recent Activity Decreased -11.18%	11.8%	$67.937M 4.666M shares@ $14.57 avg price	Decreased -11.18%
AN Autonation Inc Recent Activity Increased 66.42%	10%	$57.595M 294,965 shares@ $195.27 avg price	Increased 66.42%
KOP Koppers Holdings Inc Recent Activity Increased 16.09%	6.35%	$36.531M 944,430 shares@ $38.68 avg price	Increased 16.09%
DFIN Donnelley Financial Solution Recent Activity Decreased -43.06%	4.9%	$28.177M 597,725 shares@ $47.15 avg price	Decreased -43.06%
PRMB Primo Brands Corp Recent Activity	4.67%	$26.866M 1.427M shares@ $18.84 avg price
LRN Stride Inc Recent Activity New Position	4.63%	$26.655M 302,310 shares@ $88.18 avg price	New Position
DRVN Driven Brands Holdings Inc Recent Activity	4.61%	$26.543M 2.105M shares@ $12.62 avg price

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