Hedge Fund - Simcoe Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. GIL 1,694,289 $105,825,291 -11% 18.93%
2. BCO 562,050 $65,608,097 +16% 11.74%
3. WT 5,253,340 $64,038,215 +12% 11.46%
4. NGVT 1,020,945 $60,419,525 +10% 10.81%
5. MAT 2,641,210 $52,401,606 +14% 9.37%