Spitfire Capital as of Sept. 30, 2017
Portfolio Holdings for Spitfire Capital
Spitfire Capital holds 20 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blue Bird Corp (BLBD) | 12.4 | $30M | 1.4M | 20.60 | |
| Gtt Communications | 12.0 | $29M | 907k | 31.65 | |
| Horizon Global Corporation | 8.1 | $19M | 1.1M | 17.64 | |
| Builders FirstSource (BLDR) | 7.5 | $18M | 1.0M | 17.99 | |
| Columbus McKinnon (CMCO) | 6.0 | $14M | 379k | 37.87 | |
| Owens-Illinois | 5.7 | $14M | 544k | 25.16 | |
| National Resh Corp cl a (NRC) | 4.9 | $12M | 311k | 37.70 | |
| Natural Gas Services (NGS) | 4.7 | $11M | 395k | 28.40 | |
| Beacon Roofing Supply (BECN) | 4.6 | $11M | 216k | 51.25 | |
| Whirlpool Corporation (WHR) | 4.3 | $10M | 57k | 184.43 | |
| Altra Holdings | 4.3 | $10M | 215k | 48.10 | |
| Spx Flow | 4.2 | $10M | 264k | 38.56 | |
| Lear Corporation (LEA) | 4.2 | $9.9M | 57k | 173.07 | |
| Libbey | 3.7 | $8.9M | 961k | 9.26 | |
| Us Foods Hldg Corp call (USFD) | 3.5 | $8.4M | 313k | 26.70 | |
| Steelcase (SCS) | 3.0 | $7.2M | 465k | 15.40 | |
| Valmont Industries (VMI) | 2.2 | $5.2M | 33k | 158.10 | |
| Newell Rubbermaid (NWL) | 2.2 | $5.2M | 122k | 42.67 | |
| National Resh Corp cl b | 1.5 | $3.7M | 69k | 53.41 | |
| Baker Hughes A Ge Company (BKR) | 1.0 | $2.5M | 68k | 36.62 |
