Simcoe Capital Management, LLC: BCO position timeline

Simcoe Capital Management, LLC held 655,705 BCO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 655,705 shares

   Change vs previous 13F +68,025 shares

   12.02% of the 13F portfolio, value $61,957,565.

   13F-HR 0001633362-26-000004 filed by Simcoe Capital Management, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 587,680 shares

   Change vs previous 13F +25,630 shares

   11.3% of the 13F portfolio, value $60,901,278.

   13F-HR 0001633362-26-000003 filed by Simcoe Capital Management, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 562,050 shares

   Change vs previous 13F +75,260 shares

   11.74% of the 13F portfolio, value $65,608,097.

   13F-HR 0001633362-26-000002 filed by Simcoe Capital Management, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 486,790 shares

   Change vs previous 13F 0 shares

   8.25% of the 13F portfolio, value $56,886,280.

   13F-HR 0001633362-25-000003 filed by Simcoe Capital Management, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 486,790 shares

   Change vs previous 13F not available

   6.34% of the 13F portfolio, value $43,465,480.

   13F-HR 0001085146-25-005240 filed by Simcoe Capital Management, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).