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 |
