Spitfire Capital

Spitfire Capital as of June 30, 2015

Portfolio Holdings for Spitfire Capital

Spitfire Capital holds 23 positions in its portfolio as reported in the June 2015 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Gtt Communications 12.7 $33M 1.4M 23.87
Libbey 11.7 $30M 735k 41.33
U.S. Physical Therapy (USPH) 6.6 $17M 315k 54.76
Lear Corporation (LEA) 5.5 $15M 129k 112.26
National Resh Corp cl a (NRC) 4.9 $13M 896k 14.21
Steelcase (SCS) 4.8 $13M 665k 18.91
Whirlpool Corporation (WHR) 4.6 $12M 69k 173.05
Owens-Illinois 4.4 $12M 502k 22.94
Jarden Corporation 4.4 $12M 222k 51.75
Franklin Covey (FC) 4.3 $11M 546k 20.29
Crawford & Company (CRD.A) 3.9 $10M 1.3M 7.61
Natural Gas Services (NGS) 3.9 $10M 442k 22.82
Valmont Industries (VMI) 3.8 $10M 84k 118.87
Blue Bird Corp (BLBD) 3.7 $9.7M 750k 12.99
Beacon Roofing Supply (BECN) 3.6 $9.5M 285k 33.22
Columbus McKinnon (CMCO) 3.6 $9.4M 377k 25.00
Carmike Cinemas 3.3 $8.5M 319k 26.54
Altra Holdings 3.2 $8.4M 310k 27.18
Drew Industries 2.4 $6.3M 109k 58.02
Patrick Industries (PATK) 2.2 $5.9M 154k 38.05
National Resh Corp cl b 1.1 $2.8M 85k 33.00
Baker Hughes Incorporated 0.9 $2.3M 37k 61.70
Regal Entertainment 0.3 $887k 42k 20.92