Spitfire Capital

Spitfire Capital as of June 30, 2014

Portfolio Holdings for Spitfire Capital

Spitfire Capital holds 23 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Libbey 11.4 $23M 845k 26.64
Gtt Communications 9.0 $18M 1.7M 10.21
U.S. Physical Therapy (USPH) 7.7 $15M 445k 34.19
Owens-Illinois 5.7 $11M 324k 34.64
Hanger Orthopedic 5.6 $11M 353k 31.45
Carmike Cinemas 5.5 $11M 309k 35.13
National Resh Corp cl a (NRC) 4.8 $9.5M 682k 13.99
Altra Holdings 4.7 $9.3M 255k 36.39
Valmont Industries (VMI) 4.6 $9.1M 60k 151.95
Crawford & Company (CRD.A) 4.5 $9.0M 1.1M 8.10
Natural Gas Services (NGS) 4.5 $8.9M 271k 33.06
Jarden Corporation 4.5 $8.8M 149k 59.35
Patrick Industries (PATK) 4.4 $8.6M 185k 46.59
Lear Corporation (LEA) 4.3 $8.5M 95k 89.32
Franklin Covey (FC) 4.0 $7.8M 388k 20.13
Columbus McKinnon (CMCO) 3.4 $6.8M 250k 27.05
Steelcase (SCS) 2.7 $5.4M 355k 15.13
Drew Industries 2.1 $4.2M 83k 50.01
Beacon Roofing Supply (BECN) 2.1 $4.1M 124k 33.12
Regal Entertainment 1.4 $2.8M 134k 21.10
AZZ Incorporated (AZZ) 1.4 $2.8M 60k 46.08
National Resh Corp cl b 1.3 $2.6M 66k 39.12
Powell Industries (POWL) 0.2 $336k 5.1k 65.31