Spitfire Capital as of Dec. 31, 2015
Portfolio Holdings for Spitfire Capital
Spitfire Capital holds 22 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gtt Communications | 10.6 | $23M | 1.4M | 17.06 | |
| Libbey | 7.3 | $16M | 739k | 21.32 | |
| Blue Bird Corp (BLBD) | 6.9 | $15M | 1.5M | 10.14 | |
| National Resh Corp cl a (NRC) | 6.8 | $15M | 922k | 16.04 | |
| Jarden Corporation | 6.1 | $13M | 233k | 57.12 | |
| U.S. Physical Therapy (USPH) | 5.8 | $13M | 233k | 53.68 | |
| Whirlpool Corporation (WHR) | 4.8 | $10M | 71k | 146.87 | |
| Lear Corporation (LEA) | 4.8 | $10M | 85k | 122.83 | |
| Natural Gas Services (NGS) | 4.8 | $10M | 463k | 22.30 | |
| Owens-Illinois | 4.7 | $10M | 589k | 17.42 | |
| Altra Holdings | 4.7 | $10M | 407k | 25.08 | |
| Franklin Covey (FC) | 4.5 | $9.8M | 585k | 16.74 | |
| Columbus McKinnon (CMCO) | 4.4 | $9.5M | 505k | 18.90 | |
| Steelcase (SCS) | 4.2 | $9.1M | 610k | 14.90 | |
| Carmike Cinemas | 3.5 | $7.5M | 328k | 22.94 | |
| Valmont Industries (VMI) | 3.4 | $7.4M | 69k | 106.01 | |
| Crawford & Company (CRD.A) | 3.4 | $7.3M | 1.4M | 5.07 | |
| Beacon Roofing Supply (BECN) | 3.3 | $7.2M | 175k | 41.18 | |
| Drew Industries | 3.3 | $7.1M | 117k | 60.89 | |
| National Resh Corp cl b | 1.4 | $3.0M | 85k | 35.81 | |
| Baker Hughes Incorporated | 1.1 | $2.5M | 53k | 46.14 | |
| Regal Entertainment | 0.3 | $586k | 31k | 18.88 |
