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 |