Spitfire Capital as of Dec. 31, 2014
Portfolio Holdings for Spitfire Capital
Spitfire Capital holds 22 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Libbey | 12.6 | $27M | 866k | 31.44 | |
Gtt Communications | 9.5 | $20M | 1.5M | 13.23 | |
U.S. Physical Therapy (USPH) | 6.9 | $15M | 354k | 41.96 | |
Lear Corp Com New (LEA) | 5.7 | $12M | 125k | 98.08 | |
Jarden Corporation | 5.0 | $11M | 224k | 47.88 | |
Owens Ill Com New | 4.8 | $11M | 388k | 26.99 | |
Crawford & Co Cl A (CRD.A) | 4.6 | $9.9M | 1.2M | 8.57 | |
National Resh Corp Cl A (NRC) | 4.5 | $9.8M | 697k | 13.99 | |
Columbus McKinnon (CMCO) | 4.5 | $9.7M | 348k | 28.04 | |
Whirlpool Corporation (WHR) | 4.5 | $9.6M | 50k | 193.74 | |
Steelcase Cl A (SCS) | 4.4 | $9.5M | 531k | 17.95 | |
Valmont Industries (VMI) | 4.4 | $9.4M | 74k | 126.99 | |
Franklin Covey (FC) | 4.0 | $8.7M | 449k | 19.36 | |
Carmike Cinemas | 4.0 | $8.6M | 327k | 26.27 | |
Natural Gas Services (NGS) | 3.8 | $8.2M | 357k | 23.04 | |
Altra Holdings | 3.8 | $8.2M | 288k | 28.39 | |
Patrick Industries (PATK) | 3.8 | $8.1M | 185k | 43.98 | |
Beacon Roofing Supply (BECN) | 3.5 | $7.5M | 271k | 27.80 | |
Drew Inds Com New | 2.9 | $6.2M | 121k | 51.07 | |
Regal Entmt Group Cl A | 1.3 | $2.9M | 136k | 21.36 | |
National Resh Corp CL B | 1.1 | $2.4M | 66k | 35.97 | |
Hanger Com New | 0.5 | $1.1M | 52k | 21.89 |