Simcoe Capital Management, Llc
- Regulatory AUM
- $634M
- Discretionary
- $619M
- Clients
- 4
- Avg AUM / client
- $158M
- Accounts
- 4
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Investments (13F portfolio — 14 positions, $576,167,664)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Brinks Co | COM | $98,052,633 | 946,180 | 17.0% | 15.5% |
| 2 | Gildan Activewear Inc | COM | $84,999,532 | 1,527,395 | 14.8% | 13.4% |
| 3 | Ingevity Corp | COM | $69,948,928 | 982,015 | 12.1% | 11.0% |
| 4 | Wisdomtree Inc | COM | $67,936,742 | 4,665,985 | 11.8% | 10.7% |
| 5 | Autonation Inc | COM | $57,594,866 | 294,965 | 10.0% | 9.09% |
| 6 | Koppers Holdings Inc | COM | $36,530,552 | 944,430 | 6.34% | 5.76% |
| 7 | Donnelley Finl Solutions Inc | COM | $28,176,757 | 597,725 | 4.89% | 4.45% |
| 8 | Primo Brands Corporation | CLASS A COM SHS | $26,866,362 | 1,426,785 | 4.66% | 4.24% |
| 9 | Stride Inc | COM | $26,654,673 | 302,310 | 4.63% | 4.21% |
| 10 | Driven Brands Hldgs Inc | COM | $26,543,483 | 2,104,955 | 4.61% | 4.19% |
| 11 | Tennant Co | COM | $24,763,880 | 372,950 | 4.3% | 3.91% |
| 12 | Matthews Intl Corp | CL A | $18,239,764 | 706,420 | 3.17% | 2.88% |
| 13 | Peloton Interactive Inc | CL A COM | $5,190,578 | 1,209,925 | 0.9% | 0.82% |
| 14 | Concentra Group Holdings Par | COMMON STOCK | $4,668,914 | 217,665 | 0.81% | 0.74% |
Top 25 of 14 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $634M | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $912M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Simcoe Partners, Lp master | Hedge Fund | Delaware | $849M | 215 |
| Simcoe Select, Lp | Hedge Fund | Delaware | $43.6M | 51 |
| Sdr Partners, Llc | Hedge Fund | Delaware | $19.5M | 6 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robotti, Robert, Edward | Stockholder | Jan 1983 (44y) | ≈ 5% – 18.75% via Robotti & Company, Incorporated | |
| Jacobowitz, Jeffrey, Nmn | Managing Member | Feb 2003 (24y) | 75% or more | |
| Sandel, David, Samuel | Chief Compliance Officer And Head Of Operations | Jun 2004 (22y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Robotti & Company, Incorporated | Member | Feb 2003 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Robotti, Robert, Edward: 50% – 75% of Robotti & Company, Incorporated × 10% – 25% direct ≈ 5% – 18.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $912M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Simcoe Partners, Lp | Hedge Fund | $849M | $1.0M | 215 |
| Simcoe Select, Lp | Hedge Fund | $43.6M | $500K | 51 |
| Sdr Partners, Llc | Hedge Fund | $19.5M | $5.0M | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.5 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗