Spitfire Capital as of Sept. 30, 2016
Portfolio Holdings for Spitfire Capital
Spitfire Capital holds 23 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gtt Communications | 13.6 | $31M | 1.3M | 23.53 | |
| Blue Bird Corp (BLBD) | 9.9 | $22M | 1.5M | 14.61 | |
| Horizon Global Corporation | 6.7 | $15M | 755k | 19.93 | |
| National Resh Corp cl a (NRC) | 6.2 | $14M | 860k | 16.29 | |
| Libbey | 5.9 | $13M | 738k | 17.85 | |
| Owens-Illinois | 4.9 | $11M | 602k | 18.39 | |
| Builders FirstSource (BLDR) | 4.7 | $11M | 920k | 11.51 | |
| Lear Corporation (LEA) | 4.7 | $11M | 87k | 121.23 | |
| Natural Gas Services (NGS) | 4.6 | $10M | 422k | 24.59 | |
| Whirlpool Corporation (WHR) | 4.6 | $10M | 63k | 162.17 | |
| Altra Holdings | 4.5 | $10M | 349k | 28.97 | |
| Columbus McKinnon (CMCO) | 4.0 | $8.9M | 498k | 17.84 | |
| Steelcase (SCS) | 3.9 | $8.6M | 622k | 13.89 | |
| Crawford & Company (CRD.A) | 3.6 | $8.1M | 909k | 8.96 | |
| Franklin Covey (FC) | 3.4 | $7.7M | 431k | 17.81 | |
| Beacon Roofing Supply (BECN) | 3.2 | $7.3M | 173k | 42.07 | |
| Valmont Industries (VMI) | 2.7 | $6.0M | 45k | 134.57 | |
| Newell Rubbermaid (NWL) | 2.5 | $5.6M | 106k | 52.66 | |
| Carmike Cinemas | 2.4 | $5.4M | 164k | 32.69 | |
| Baker Hughes Incorporated | 1.3 | $2.9M | 58k | 50.48 | |
| National Resh Corp cl b | 1.1 | $2.4M | 69k | 35.20 | |
| U.S. Physical Therapy (USPH) | 1.0 | $2.2M | 36k | 62.69 | |
| Drew Industries | 0.6 | $1.4M | 15k | 98.03 |
