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Simcoe Capital Management, LLC
特别关注No.3989 数据截至 2026Q2环比变动 Q1 2026
-$2,685.5万-4.7%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
| BBRINKSBCO |
| 17.45% | 17.02% | $9,583.2万 | 101.4万股 | $9,805.3万 | 94.6万股 | +6.8万股+7.19% | 加仓 |
 INGEVITYNGVT |
| 12.15% | 12.14% | $6,676.0万 | 89.4万股 | $6,994.9万 | 98.2万股 | -8.8万股-8.96% | 减仓 |
 KOPPERSKOP |
| 11.58% | 6.34% | $6,358.6万 | 141.6万股 | $3,653.1万 | 94.4万股 | +47.2万股+49.95% | 加仓 |
| WWisdomTree·INCWT |
| 8.25% | 11.79% | $4,529.8万 | 267.4万股 | $6,793.7万 | 466.6万股 | -199.2万股-42.69% | 减仓 |
 AUTONATIONAN |
| 7.65% | 10% | $4,203.9万 | 22.6万股 | $5,759.5万 | 29.5万股 | -6.9万股-23.29% | 减仓 |
 GILDAN ACTIVEWEARGIL |
| 7.15% | 14.75% | $3,928.3万 | 76.1万股 | $8,500.0万 | 152.7万股 | -76.6万股-50.16% | 减仓 |
| TTENNANTTNC |
| 6.1% | 4.3% | $3,352.8万 | 38.3万股 | $2,476.4万 | 37.3万股 | +1.0万股+2.69% | 加仓 |
 DRIVEN BRANDSDRVN |
| 5.73% | 4.61% | $3,148.3万 | 225.9万股 | $2,654.3万 | 210.5万股 | +15.4万股+7.29% | 加仓 |
| PPRIMO BRANDSPRMB |
| 5.47% | 4.66% | $3,002.9万 | 122.9万股 | $2,686.6万 | 142.7万股 | -19.8万股-13.89% | 减仓 |
| EENVIRINVRI |
| 4.59% | — | $2,522.3万 | 114.9万股 | $0 | 0股 | +114.9万股 | 新买入 |
 STRIDELRN |
| 4.2% | 4.63% | $2,307.8万 | 26.8万股 | $2,665.5万 | 30.2万股 | -3.5万股-11.48% | 减仓 |
 GIBRALTAR INDSROCK |
| 4.06% | — | $2,229.6万 | 49.4万股 | $0 | 0股 | +49.4万股 | 新买入 |
 PELOTON INTERACTIVEPTON |
| 2.86% | 0.9% | $1,572.0万 | 266.0万股 | $519.1万 | 121.0万股 | +145.0万股+119.84% | 加仓 |
| MMATSON INC COM NPVMATX |
| 2.76% | — | $1,515.8万 | 7.9万股 | $0 | 0股 | +7.9万股 | 新买入 |
