HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 DONNELLEY FINL SOLUTIONS INC |
2,486,263 | -551,995 | $155,068 |
| DFIN | 2,486,263 | -551,995 | $155,068 |
| ASBURY AUTOMOTIVE GROUP INC |
646,190 | +13,290 | $145,373 |
| ABG | 646,190 | +13,290 | $145,373 |
| JABIL INC |
1,046,705 | +1,120 | $133,350 |
| JBL | 1,046,705 | +1,120 | $133,350 |
| SEAWORLD ENTMT INC |
2,204,249 | +155,160 | $116,450 |
| SEAS | 2,204,249 | +155,160 | $116,450 |
| CAESARS ENTERTAINMENT INC NE |
1,175,180 | UNCH | $55,092 |
| CZR | 1,175,180 | UNCH | $55,092 |
| EVERI HLDGS INC |
4,016,110 | +83,520 | $45,262 |
| EVRI | 4,016,110 | +83,520 | $45,262 |
| NCR VOYIX CORPORATION |
506,390 | +506,390 | $13,713 |
| NCR | 506,390 | +506,390 | $13,713 |
| SAVERS VALUE VLG INC |
748,340 | +748,340 | $13,006 |
| SVV | 748,340 | +748,340 | $13,006 |
| GRIFFON CORP |
90,280 | -110,475 | $5,503 |
| GFF | 90,280 | -110,475 | $5,503 |
| DRIVEN BRANDS HLDGS INC |
335,330 | +335,330 | $4,782 |
| DRVN | 335,330 | +335,330 | $4,782 |
| WILLSCOT MOBIL MINI HLDNG CO |
99,615 | -86,425 | $4,433 |
| WSC | 99,615 | -86,425 | $4,433 |
| STRIDE INC |
67,130 | +67,130 | $3,986 |
| LRN | 67,130 | +67,130 | $3,986 |
See Full List: All Stocks Held By Simcoe Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Simcoe Capital Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $697,728 At 09/30/2023: $692,324 Combined Holding Report Includes:
Simcoe Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Simcoe Capital Management LLC 13F filings. Link to 13F filings: SEC filings |
