Spitfire Capital

Spitfire Capital as of Sept. 30, 2014

Portfolio Holdings for Spitfire Capital

Spitfire Capital holds 22 positions in its portfolio as reported in the September 2014 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Libbey 11.6 $23M 874k 26.26
Gtt Communications 9.9 $20M 1.7M 11.91
U.S. Physical Therapy (USPH) 7.8 $15M 436k 35.39
Lear Corporation (LEA) 5.0 $9.9M 115k 86.41
Valmont Industries (VMI) 5.0 $9.8M 73k 134.93
Owens-Illinois 4.8 $9.6M 370k 26.05
Carmike Cinemas 4.8 $9.6M 310k 30.98
National Resh Corp cl a (NRC) 4.5 $9.0M 694k 13.01
Jarden Corporation 4.5 $9.0M 149k 60.11
Crawford & Company (CRD.A) 4.5 $8.8M 1.1M 7.74
Franklin Covey (FC) 4.4 $8.8M 448k 19.59
Steelcase (SCS) 4.2 $8.3M 512k 16.19
Patrick Industries (PATK) 4.0 $7.8M 185k 42.36
Altra Holdings 3.9 $7.7M 263k 29.16
Natural Gas Services (NGS) 3.8 $7.6M 316k 24.07
Columbus McKinnon (CMCO) 3.6 $7.2M 327k 21.99
Beacon Roofing Supply (BECN) 3.1 $6.1M 241k 25.48
Whirlpool Corporation (WHR) 3.1 $6.1M 42k 145.66
Drew Industries 2.6 $5.1M 122k 42.19
Hanger Orthopedic 2.4 $4.9M 237k 20.52
Regal Entertainment 1.4 $2.7M 136k 19.88
National Resh Corp cl b 1.2 $2.4M 66k 37.09