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 |
