Simcoe Capital LLC

SEC CIK: 0002109203
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

AESI holding history

Atlas Energy Solutions Inc. in every 13F filed by Simcoe Capital LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AESI overview All 13F holders of AESI Full Q2 2026 holdings

Shares (Q2 2026): 281,131
Value: $4.67M
% of portfolio: 2.8%
Quarters held: 3; Since Q4 2025

Holdings of AESI by Simcoe Capital LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	281,131	$4.67M	2.8%	−51,324−15.4%	Reduced	Holders
Q1 2026	332,455	$4.36M	4.0%	+58,700+21.4%	Added	Holders
Q4 2025	273,755	$2.58M	2.4%	–	No prior filing	Holders