Position in NGVT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$69,948,928
+$9,529,403 QoQ
Shares Held
982,015
-3.8% QoQ
Ownership
2.82%
of shares outstanding
% of Portfolio
12.98%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NGVT Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Mar 31, 2026Simcoe Capital Management, LLC holds $106,479,480 across 2 Specialty Chemicals names. NGVT ranks #1 (65.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NGVT |
Ingevity Corp
This page
|
982,015 | $69,948,928 | |
| 2 | KOP |
Koppers Holdings Inc.
|
944,430 | $36,530,552 |
All Filings in NGVT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,948,928 | 982,015 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $60,419,525 | 1,020,945 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $51,517,381 | 933,455 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $26,928,448 | 624,935 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,568,344 | 216,427 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||