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 |
