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 |
