Spitfire Capital as of March 31, 2015
Portfolio Holdings for Spitfire Capital
Spitfire Capital holds 23 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Libbey | 13.6 | $33M | 816k | 39.91 | |
| Gtt Communications | 12.2 | $29M | 1.5M | 18.88 | |
| U.S. Physical Therapy (USPH) | 6.5 | $16M | 327k | 47.50 | |
| Lear Corp Com New (LEA) | 6.0 | $14M | 129k | 110.82 | |
| Jarden Corporation | 4.9 | $12M | 223k | 52.90 | |
| National Resh Corp Cl A (NRC) | 4.5 | $11M | 748k | 14.40 | |
| Carmike Cinemas | 4.5 | $11M | 319k | 33.60 | |
| Steelcase Cl A (SCS) | 4.4 | $11M | 556k | 18.94 | |
| Franklin Covey (FC) | 4.4 | $11M | 546k | 19.26 | |
| Whirlpool Corporation (WHR) | 4.3 | $10M | 51k | 202.06 | |
| Valmont Industries (VMI) | 4.1 | $9.7M | 79k | 122.88 | |
| Owens Ill Com New | 4.0 | $9.5M | 406k | 23.32 | |
| Columbus McKinnon (CMCO) | 3.9 | $9.4M | 351k | 26.94 | |
| Crawford & Co Cl A (CRD.A) | 3.9 | $9.3M | 1.2M | 7.55 | |
| Beacon Roofing Supply (BECN) | 3.7 | $8.9M | 285k | 31.30 | |
| Altra Holdings | 3.6 | $8.6M | 310k | 27.64 | |
| Natural Gas Services (NGS) | 3.5 | $8.5M | 441k | 19.22 | |
| Drew Inds Com New | 2.8 | $6.7M | 109k | 61.54 | |
| Patrick Industries (PATK) | 2.7 | $6.5M | 105k | 62.27 | |
| National Resh Corp CL B | 1.0 | $2.4M | 75k | 31.67 | |
| Baker Hughes Incorporated | 1.0 | $2.4M | 37k | 63.57 | |
| Regal Entmt Group Cl A | 0.5 | $1.1M | 47k | 22.85 | |
| Norcraft | 0.1 | $245k | 9.6k | 25.60 |
