Spitfire Capital

Spitfire Capital as of March 31, 2014

Portfolio Holdings for Spitfire Capital

Spitfire Capital holds 22 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Libbey 12.3 $21M 819k 26.00
Global Telecom & Technology (GTLT) 10.3 $18M 1.7M 10.53
U.S. Physical Therapy (USPH) 8.5 $15M 422k 34.57
Owens-Illinois 6.0 $10M 307k 33.83
Hanger Orthopedic 5.8 $10M 297k 33.68
Crawford & Company (CRD.A) 5.8 $9.9M 1.1M 9.34
Altra Holdings 5.1 $8.9M 248k 35.70
Carmike Cinemas 5.0 $8.6M 287k 29.86
National Resh Corp cl a (NRC) 4.5 $7.8M 470k 16.59
Jarden Corporation 4.5 $7.8M 130k 59.83
Valmont Industries (VMI) 4.4 $7.6M 51k 148.85
Natural Gas Services (NGS) 4.4 $7.6M 252k 30.14
Franklin Covey (FC) 4.2 $7.3M 371k 19.77
Lear Corporation (LEA) 3.2 $5.6M 67k 83.71
Columbus McKinnon (CMCO) 2.7 $4.7M 176k 26.79
Beacon Roofing Supply (BECN) 2.6 $4.5M 117k 38.66
Drew Industries 2.6 $4.5M 83k 54.21
AZZ Incorporated (AZZ) 2.5 $4.2M 95k 44.68
National Resh Corp cl b 1.9 $3.3M 76k 43.88
Patrick Industries (PATK) 1.7 $3.0M 68k 44.34
Regal Entertainment 1.4 $2.5M 133k 18.68
Powell Industries (POWL) 0.2 $333k 5.1k 64.72