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 |