Simcoe Capital Management, LLC: BRINKS CO (BCO): Quarterly 13F Position History
As of Q1 2026, Simcoe Capital Management, LLC reported 587,680 shares of BRINKS CO (BCO), worth $60.9M and representing 11.3% of its 13F equity book. Quarter-over-quarter share count change: + 25,630 (+4.6%) . The position first appeared in Q2 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.
- 587,680Shares Held (Latest Filing)
- $60.9MReported Market Value (Latest Filing)
- 11.3%Portfolio Weight (% of 13F Equity Book)
- +25,630Quarter-over-Quarter Share Change
- -$4.7MQuarter-over-Quarter Value Change
- 587,680Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 587,680 | +25,630 | +4.6% | $60.9M | 11.3% | $103.6 |
| Q4 2025 | 562,050 | +75,260 | +15.5% | $65.6M | 11.7% | $116.7 |
| Q3 2025 | 486,790 | 0 | — | $56.9M | 8.2% | $116.9 |
| Q2 2025 | 486,790 | — | — | $43.5M | 6.3% | $89.3 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Simcoe Capital Management, LLC first disclose a BCO position in 13F-HR filings?
Simcoe Capital Management, LLC first reported BRINKS CO (BCO) on its 13F-HR filing for the period ending 2025-06-30 (Q2 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.
What was Simcoe Capital Management, LLC's most recent quarter-over-quarter share-count change in BCO?
Between Q4 2025 and Q1 2026, Simcoe Capital Management, LLC added 25,630 shares of BCO (+4.6%), bringing the total reported position to 587,680 shares at a market value of $60.9M.
Does the implied price-per-share represent Simcoe Capital Management, LLC's cost basis in BCO?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.