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 |