Position
Simcoe Capital Management, LLC in Brinks Co
Back to the book · All holders of BCO
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$7.36M$116.73 → $103.63
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 562K | $65.6M | — | — | — | 11.7% |
| Q1 2026 | 587.7K | $60.9M | $103.63 | −$7.36M | $2.66M | 10.6% |