Spitfire Capital

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