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 |