Simcoe Capital Management, LLC - Q42025 Holdings

Simcoe Capital Management, LLC holds 14 stocks with a total portfolio value of $ 558.96M as of Q42025. In Q42025, Simcoe Capital Management, LLC added 2 new positions, increased stakes in 5 stocks, reduced 4 holdings, and fully exited 6 positions. The largest holding is Gildan Activewear Inc (GIL), representing 18.93% of the total portfolio.