Spitfire Capital as of March 31, 2016
Portfolio Holdings for Spitfire Capital
Spitfire Capital holds 23 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gtt Communications | 10.3 | $22M | 1.4M | 16.54 | |
| Blue Bird Corp (BLBD) | 7.6 | $17M | 1.5M | 10.85 | |
| National Resh Corp cl a (NRC) | 6.4 | $14M | 893k | 15.55 | |
| Libbey | 6.3 | $14M | 739k | 18.60 | |
| Whirlpool Corporation (WHR) | 6.0 | $13M | 72k | 180.34 | |
| U.S. Physical Therapy (USPH) | 5.1 | $11M | 223k | 49.73 | |
| Altra Holdings | 5.0 | $11M | 386k | 27.78 | |
| Natural Gas Services (NGS) | 4.7 | $10M | 466k | 21.63 | |
| Jarden Corporation | 4.6 | $10M | 169k | 58.95 | |
| Lear Corporation (LEA) | 4.5 | $9.8M | 88k | 111.17 | |
| Owens-Illinois | 4.4 | $9.6M | 602k | 15.96 | |
| Steelcase (SCS) | 4.3 | $9.3M | 622k | 14.92 | |
| Crawford & Company (CRD.A) | 4.0 | $8.6M | 1.4M | 6.02 | |
| Franklin Covey (FC) | 3.9 | $8.5M | 484k | 17.59 | |
| Drew Industries | 3.7 | $8.1M | 126k | 64.46 | |
| Columbus McKinnon (CMCO) | 3.7 | $8.0M | 506k | 15.76 | |
| Carmike Cinemas | 3.5 | $7.5M | 250k | 30.04 | |
| Valmont Industries (VMI) | 3.4 | $7.3M | 59k | 123.84 | |
| Beacon Roofing Supply (BECN) | 3.3 | $7.2M | 175k | 41.01 | |
| Builders FirstSource (BLDR) | 2.7 | $5.9M | 526k | 11.27 | |
| National Resh Corp cl b | 1.3 | $2.8M | 81k | 35.00 | |
| Baker Hughes Incorporated | 1.1 | $2.4M | 56k | 43.83 | |
| Horizon Global Corporation | 0.1 | $140k | 11k | 12.60 |
