Simcoe Capital LLC — 13F Holdings & Portfolio

CIK 2109203 · latest 13F-HR filed 2026-05-08

Simcoe Capital LLC manages $109.0M in 13F-reported U.S. long-equity assets across 31 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NAT (5.59%), HLX (4.94%), MCHB (4.71%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 6 new positions, exited 6, added to 13, and trimmed 10.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$109.0M

Long-equity book

Holdings

31

Distinct positions

Period

2026-03-31

Filed 2026-05-08

Q/Q Activity

+6 / −6 / ↑13 / ↓10

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NORDIC AMERICAN TANKER SHIPPIN$2.6M +73.1%
  • Cytek Biosciences$2.3M +155.8%
  • Atlas Energy Solutions$1.8M +69.1%
  • FIRST INTERNET BANCORP$1.6M +81.3%
  • HELIX ENERGY SOLUTIONS GROUP I$1.6M +41.1%
Show all 13

Top Trims

  • SOLARIS ENERGY INFRASTRUCTURE-$2.2M -44.3%
  • Yatra Online Inc.-$1.7M -36.1%
  • Uranium Royalty Corp-$1.4M -36.0%
  • ORION MARINE GROUP INC-$1.3M -29.4%
  • Arhaus Inc-$784.2K -17.1%
Show all 10

New Positions

  • Cracker Barrel Old Country Sto$3.3M
  • SMART SAND INC$3.2M
  • TILLY'S INC CL A$2.5M
  • Ramaco Resources$2.4M
  • NORTH AMERICAN CONSTRUCTION GR$2.2M
Show all 6

Exited Positions

  • Great Lakes Dredge and Dock Co$5.0M
  • TASEKO MINES LTD$3.2M
  • Gold.com$3.1M
  • TETRA TECHNOLOGIES INC$2.9M
  • Ur Energy$2.2M
Show all 6
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NORDIC AMERICAN TANKER SHIPPIN NAT G65773106 $6.1M 5.59% 1,040,332 SH
2 HELIX ENERGY SOLUTIONS GROUP I HLX 42330P107 $5.4M 4.94% 544,276 SH
3 Mechanics Bank MCHB 43785V102 $5.1M 4.71% 347,733 SH
4 Oportun Financial Corp OPRT 68376D104 $4.6M 4.24% 1,002,271 SH
5 MarineMax Inc HZO 567908108 $4.6M 4.23% 170,356 SH
6 Atlas Energy Solutions AESI 642045108 $4.4M 4.00% 332,455 SH
7 Progyny Inc PGNY 74340E103 $4.3M 3.90% 250,576 SH
8 Green Dot Corp GDOT 39304D102 $4.2M 3.86% 374,745 SH
9 Innovex International INVX 457651107 $4.1M 3.80% 169,934 SH
10 PubMatic PUBM 74467Q103 $4.0M 3.65% 486,252 SH
11 Cytek Biosciences CTKB 23285D109 $3.9M 3.54% 882,113 SH
12 Arhaus Inc ARHS 04035M102 $3.8M 3.49% 561,662 SH
13 FIRST INTERNET BANCORP INBK 320557101 $3.5M 3.22% 172,092 SH
14 KORU Medical Systems KRMD 759910102 $3.5M 3.22% 811,247 SH
15 Ranger Energy Services Inc RNGR 75282U104 $3.5M 3.20% 203,379 SH
16 Canada Goose Holdings GOOS 135086106 $3.4M 3.15% 312,805 SH
17 VISHAY PRECISION GROUP INC VPG 92835K103 $3.4M 3.09% 77,476 SH
18 Cracker Barrel Old Country Sto CBRL 22410J106 $3.3M 3.00% 116,334 SH
19 Flotek Industries FTK 343389409 $3.3M 2.98% 191,640 SH
20 ORION MARINE GROUP INC ORN 68628V308 $3.2M 2.92% 292,200 SH
21 SMART SAND INC SND 83191H107 $3.2M 2.91% 620,189 SH
22 Yatra Online Inc. YTRA G98338109 $2.9M 2.70% 2,650,126 SH
23 Gold Royalty GROY 38071H106 $2.8M 2.53% 769,582 SH
24 SOLARIS ENERGY INFRASTRUCTURE SEI 83418M103 $2.7M 2.52% 48,573 SH
25 Uranium Royalty Corp UROY 91702V101 $2.6M 2.35% 702,160 SH
26 TILLY'S INC CL A TLYS 886885102 $2.5M 2.30% 619,436 SH
27 Ranpack Holdings Corp PACK 75321W103 $2.5M 2.26% 688,882 SH
28 Ramaco Resources METC 75134P600 $2.4M 2.21% 155,505 SH
29 NORTH AMERICAN CONSTRUCTION GR NOA 656811106 $2.2M 2.00% 161,530 SH
30 XOMA Corp XOMA 98419J206 $2.1M 1.96% 68,053 SH
31 Ramaco Resources Inc METCB 75134P501 $1.7M 1.55% 165,751 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-08 $109.0M 31 0002109203-26-000002
2025-12-31 2026-02-04 $106.2M 31 0002109203-26-000001