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 |
