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 |