Simcoe Capital Management’s Donnelley Financial Solutions DFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-597,725
| Closed | -$28.2M | – | 16 |
|
|
2026
Q1 | $28.2M | Sell |
597,725
-452,065
| -43% | -$22.2M | 4.89% | 8 |
|
|
2025
Q4 | $49M | Sell |
1,049,790
-137,400
| -12% | -$6.64M | 8.77% | 6 |
|
|
2025
Q3 | $61.1M | Buy |
1,187,190
+149,455
| +14% | +$8.53M | 8.85% | 5 |
|
|
2025
Q2 | $64M | Buy |
1,037,735
+263,570
| +34% | +$13.6M | 6.34% | 4 |
|
|
2025
Q1 | $33.8M | Hold |
774,165
| – | – | 6.07% | 9 |
|
|
2024
Q4 | $48.6M | Sell |
774,165
-234,041
| -23% | -$14.6M | 7.14% | 6 |
|
|
2024
Q3 | $66.4M | Sell |
1,008,206
-268,599
| -21% | -$17.4M | 8.71% | 5 |
|
|
2024
Q2 | $76.1M | Sell |
1,276,805
-955,682
| -43% | -$58.3M | 11.42% | 4 |
|
|
2024
Q1 | $138M | Sell |
2,232,487
-253,776
| -10% | -$15.9M | 18.32% | 2 |
|
|
2023
Q4 | $155M | Sell |
2,486,263
-551,995
| -18% | -$31.5M | 22.39% | 1 |
|
|
2023
Q3 | $171M | Sell |
3,038,258
-395,535
| -12% | -$19.2M | 24.7% | 1 |
|
|
2023
Q2 | $156M | Sell |
3,433,793
-360,932
| -10% | -$15.9M | 19.94% | 1 |
|
|
2023
Q1 | $155M | Hold |
3,794,725
| – | – | 20.26% | 1 |
|
|
2022
Q4 | $147M | Hold |
3,794,725
| – | – | 15.97% | 1 |
|
|
2022
Q3 | $140M | Hold |
3,794,725
| – | – | 19.8% | 1 |
|
|
2022
Q2 | $111M | Buy |
3,794,725
+494,725
| +15% | +$14.7M | 15.31% | 1 |
|
|
2022
Q1 | $110M | Hold |
3,300,000
| – | – | 13.16% | 1 |
|
|
2021
Q4 | $156M | Hold |
3,300,000
| – | – | 17.54% | 1 |
|
|
2021
Q3 | $114M | Hold |
3,300,000
| – | – | 11.29% | 2 |
|
|
2021
Q2 | $109M | Hold |
3,300,000
| – | – | 11.96% | 4 |
|
|
2021
Q1 | $91.8M | Hold |
3,300,000
| – | – | 11.69% | 4 |
|
|
2020
Q4 | $56M | Hold |
3,300,000
| – | – | 8.85% | 5 |
|
|
2020
Q3 | $44.1M | Hold |
3,300,000
| – | – | 10.11% | 3 |
|
|
2020
Q2 | $27.7M | Hold |
3,300,000
| – | – | 6.83% | 6 |
|
|
2020
Q1 | $17.4M | Hold |
3,300,000
| – | – | 5.33% | 7 |
|
|
2019
Q4 | $34.6M | Buy |
3,300,000
+284,300
| +9% | +$2.98M | 7.3% | 4 |
|
|
2019
Q3 | $37.2M | Buy |
3,015,700
+314,057
| +12% | +$3.9M | 9.55% | 5 |
|
|
2019
Q2 | $36M | Hold |
2,701,643
| – | – | 9.56% | 5 |
|
|
2019
Q1 | $40.2M | Buy |
2,701,643
+233,918
| +9% | +$3.52M | 10.11% | 4 |
|
|
2018
Q4 | $34.6M | Buy |
2,467,725
+783,460
| +47% | +$12.5M | 10.68% | 4 |
|
|
2018
Q3 | $30.2M | Buy |
1,684,265
+690,839
| +70% | +$13.7M | 8.25% | 6 |
|
|
2018
Q2 | $17.3M | Buy |
+993,426
| New | +$17.1M | 5.81% | 10 |
|
|
2017
Q2 | – | Sell |
-372,326
| Closed | -$7.18M | – | 15 |
|
|
2017
Q1 | $7.18M | Buy |
372,326
+19,963
| +6% | +$450K | 3.28% | 12 |
|
|
2016
Q4 | $8.1M | Buy |
+352,363
| New | +$7.46M | 3.98% | 8 |
|
Other funds holding DFIN
AIMCA
RHJA
Simcoe Capital Management's DFIN Position: Q2 2026 in Review
Simcoe Capital Management sold out of Donnelley Financial Solutions (DFIN) in Q2 2026, closing a stake of 597,725 shares — an estimated $28.2M sold.
Simcoe Capital Management first reported a position in DFIN in Q4 2016 and held it in 34 quarters. The position peaked at $171M in Q3 2023. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.
- Simcoe Capital Management reported no remaining Donnelley Financial Solutions position as of Q2 2026 after selling out during the quarter.
- Simcoe Capital Management sold 597,725 Donnelley Financial Solutions shares in Q2 2026, an estimated $28.2M.
- Simcoe Capital Management first reported a position in Donnelley Financial Solutions in Q4 2016 and held it in 34 quarters.
- Simcoe Capital Management's Donnelley Financial Solutions position peaked at $171M in Q3 2023.
- 246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.
Based on Simcoe Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.