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Simcoe Capital LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Simcoe Capital LLC

报告期 2026-03-31 · CIK 0002109203

持仓数

31

前50大市值合计

$109.0M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 调仓2025-12-31 → 2026-03-31 · 共 37 项建仓 6增持 21减持 4清仓 6

方向

标的

Δ市值

现股数(环比)

清仓

GLDD Great Lakes Dredge and Dock Co

-$5.0M

0 -100%

建仓

CBRL Cracker Barrel Old Country Sto

+$3.3M

116,334

清仓

— TASEKO MINES LTD

-$3.2M

0 -100%

建仓

SND SMART SAND INC

+$3.2M

620,189

清仓

GOLD Gold.com

-$3.1M

0 -100%

清仓

TTI TETRA TECHNOLOGIES INC

-$2.9M

0 -100%

增持

— NORDIC AMERICAN TANKER SHIPPIN

+$2.6M

1,040,332 +2%

建仓

TLYS TILLY'S INC CL A

+$2.5M

619,436

建仓

METC Ramaco Resources

+$2.4M

155,505

增持

CTKB Cytek Biosciences

+$2.3M

882,113 +196%

减持

SEI SOLARIS ENERGY INFRASTRUCTURE

-$2.2M

48,573 -55%

建仓

NOA NORTH AMERICAN CONSTRUCTION GR

+$2.2M

161,530

清仓

URG Ur Energy

-$2.2M

0 -100%

建仓

XOMA XOMA Corp

+$2.1M

68,053

清仓

RRGB RED ROBIN GOURMET BURGERS INC

-$2.0M

0 -100%

增持

AESI Atlas Energy Solutions

+$1.8M

332,455 +21%

增持

— Yatra Online Inc.

-$1.7M

2,650,126 +2%

增持

INBK FIRST INTERNET BANCORP

+$1.6M

172,092 +86%

减持

HLX HELIX ENERGY SOLUTIONS GROUP I

+$1.6M

544,276 -11%

减持

UROY Uranium Royalty Corp

-$1.4M

702,160 -38%

减持

ORN ORION MARINE GROUP INC

-$1.3M

292,200 -36%

增持

HZO MarineMax Inc

+$1.3M

170,356 +24%

增持

ARHS Arhaus Inc

-$784.2K

561,662 +37%

增持

GOOS Canada Goose Holdings

+$782.6K

312,805 +53%

增持

RNGR Ranger Energy Services Inc

+$685.3K

203,379 +2%

增持

GDOT Green Dot Corp

-$520.5K

374,745 +2%

增持

INVX Innovex International

+$519.6K

169,934 +3%

增持

PACK Ranpack Holdings Corp

-$453.6K

688,882 +28%

增持

VPG VISHAY PRECISION GROUP INC

+$426.0K

77,476 +2%

增持

KRMD KORU Medical Systems

-$416.7K

811,247 +20%

增持

OPRT Oportun Financial Corp

+$412.4K

1,002,271 +26%

增持

PGNY Progyny Inc

+$353.2K

250,576 +65%

增持

PUBM PubMatic

+$352.5K

486,252 +19%

增持

GROY Gold Royalty

-$307.3K

769,582 +2%

增持

METCB Ramaco Resources Inc

-$201.0K

165,751 +3%

增持

MCHB Mechanics Bank

+$121.5K

347,733 +2%

增持

FTK Flotek Industries

+$29.5K

191,640 +2%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。