Hedge Fund - Simcoe Capital Management

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No. Security Ticker Shares Value (x$1000) Activity % Port
1. STMP 742,482 $148,712 +25% 16.33%
2. ABG 653,205 $111,940 +9% 12.29%
3. ATUS 3,204,350 $109,396 -27% 12.01%
4. DFIN 3,300,000 $108,900 11.96%
5. MAXR 2,418,003 $96,527 +19% 10.6%