Fund Update: Simcoe Capital Management, LLC Just Disclosed New Holdings

Simcoe Capital Management, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-14 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 525,204 shares of $VVX (~$23,452,387). This was a increase of ~252.82% from their previous position.
• A decrease of 337,386 shares of $B (~$11,797,042). This was a increase of ~-55.72% from their previous position.
• A decrease of 234,041 shares of $DFIN (~$17,806,830). This was a increase of ~-23.21% from their previous position.
• A decrease of 227,215 shares of $CART (~$8,577,776). This was a increase of ~-18.54% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Simcoe Capital Management, LLC for more details.