Simcoe Capital Management, LLC

Company Share, %
Donnelley Financial Solutions, Inc. Donnelley Financial Solutions, Inc. 12.94
Everi Holdings Inc. Everi Holdings Inc. 4.79
Avantax, Inc. 4.44
Maxar Technologies Inc. Maxar Technologies Inc. 3.73
Blucora, Inc. Blucora, Inc. 3.24
SeaWorld Entertainment, Inc. 3.2
Asbury Automotive Group, Inc. Asbury Automotive Group, Inc. 3.2
SmartRent, Inc. SmartRent, Inc. 2.08
Scientific Games Corporation 0.78

Category Quantity
Technology 4
Financials 3
Consumer Discretionary 2