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 |