Spitfire Capital as of Dec. 31, 2013
Portfolio Holdings for Spitfire Capital
Spitfire Capital holds 23 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Libbey | 10.2 | $15M | 718k | 21.00 | |
| U.S. Physical Therapy (USPH) | 9.7 | $14M | 408k | 35.26 | |
| Global Telecom & Technology (GTLT) | 8.7 | $13M | 1.8M | 7.30 | |
| Hanger Orthopedic | 7.6 | $11M | 287k | 39.34 | |
| Altra Holdings | 5.8 | $8.5M | 249k | 34.22 | |
| Jarden Corporation | 5.5 | $8.2M | 134k | 61.35 | |
| Owens-Illinois | 5.4 | $8.0M | 222k | 35.78 | |
| National Resh Corp cl a (NRC) | 5.1 | $7.6M | 403k | 18.82 | |
| Carmike Cinemas | 5.0 | $7.5M | 268k | 27.84 | |
| Eastern Insurance Holdings | 4.8 | $7.0M | 288k | 24.49 | |
| Crawford & Company (CRD.A) | 4.6 | $6.9M | 894k | 7.69 | |
| Franklin Covey (FC) | 4.3 | $6.4M | 323k | 19.88 | |
| Natural Gas Services (NGS) | 3.8 | $5.6M | 203k | 27.57 | |
| Beacon Roofing Supply (BECN) | 3.2 | $4.7M | 117k | 40.28 | |
| AZZ Incorporated (AZZ) | 3.0 | $4.4M | 91k | 48.86 | |
| Drew Industries | 2.9 | $4.3M | 83k | 51.20 | |
| Columbus McKinnon (CMCO) | 2.6 | $3.8M | 141k | 27.14 | |
| Harris Interactive | 2.0 | $3.0M | 1.5M | 2.00 | |
| National Resh Corp cl b | 2.0 | $2.9M | 85k | 34.71 | |
| Valmont Industries (VMI) | 1.6 | $2.4M | 16k | 149.11 | |
| Powell Industries (POWL) | 1.4 | $2.0M | 31k | 67.00 | |
| Patrick Industries (PATK) | 0.5 | $763k | 26k | 28.94 | |
| Douglas Dynamics (PLOW) | 0.3 | $500k | 30k | 16.84 |
