Spitfire Capital as of June 30, 2016
Portfolio Holdings for Spitfire Capital
Spitfire Capital holds 23 positions in its portfolio as reported in the June 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gtt Communications | 11.7 | $25M | 1.4M | 18.48 | |
| Blue Bird Corp (BLBD) | 8.4 | $18M | 1.5M | 11.90 | |
| National Resh Corp cl a (NRC) | 5.7 | $12M | 893k | 13.70 | |
| Whirlpool Corporation (WHR) | 5.6 | $12M | 72k | 166.64 | |
| Libbey | 5.5 | $12M | 739k | 15.89 | |
| Crawford & Company (CRD.A) | 5.1 | $11M | 1.4M | 7.63 | |
| Owens-Illinois | 5.0 | $11M | 602k | 18.01 | |
| Builders FirstSource (BLDR) | 4.8 | $10M | 920k | 11.25 | |
| Natural Gas Services (NGS) | 4.7 | $10M | 438k | 22.90 | |
| Altra Holdings | 4.6 | $9.9M | 368k | 26.98 | |
| Lear Corporation (LEA) | 4.2 | $9.0M | 89k | 101.76 | |
| Steelcase (SCS) | 3.9 | $8.4M | 622k | 13.57 | |
| Horizon Global Corporation | 3.9 | $8.4M | 740k | 11.35 | |
| Beacon Roofing Supply (BECN) | 3.7 | $8.0M | 175k | 45.47 | |
| Valmont Industries (VMI) | 3.5 | $7.6M | 56k | 135.26 | |
| U.S. Physical Therapy (USPH) | 3.5 | $7.6M | 126k | 60.21 | |
| Franklin Covey (FC) | 3.5 | $7.4M | 484k | 15.33 | |
| Columbus McKinnon (CMCO) | 3.3 | $7.2M | 507k | 14.15 | |
| Newell Rubbermaid (NWL) | 2.9 | $6.1M | 127k | 48.57 | |
| Carmike Cinemas | 2.3 | $5.0M | 166k | 30.12 | |
| Drew Industries | 1.8 | $3.9M | 46k | 84.85 | |
| Baker Hughes Incorporated | 1.2 | $2.6M | 58k | 45.13 | |
| National Resh Corp cl b | 1.1 | $2.3M | 69k | 33.19 |
