Spitfire Capital as of Dec. 31, 2017
Portfolio Holdings for Spitfire Capital
Spitfire Capital holds 20 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blue Bird Corp (BLBD) | 12.7 | $29M | 1.4M | 19.90 | |
| Gtt Communications | 10.4 | $24M | 503k | 46.95 | |
| Builders FirstSource (BLDR) | 7.8 | $18M | 814k | 21.79 | |
| Horizon Global Corporation | 6.8 | $15M | 1.1M | 14.02 | |
| Columbus McKinnon (CMCO) | 6.3 | $14M | 356k | 39.98 | |
| Beacon Roofing Supply (BECN) | 5.7 | $13M | 201k | 63.76 | |
| Owens-Illinois | 5.3 | $12M | 544k | 22.17 | |
| Spx Flow | 5.1 | $12M | 243k | 47.55 | |
| National Resh Corp cl a (NRC) | 5.0 | $11M | 301k | 37.30 | |
| Us Foods Hldg Corp call (USFD) | 4.8 | $11M | 342k | 31.93 | |
| Natural Gas Services (NGS) | 4.6 | $10M | 395k | 26.20 | |
| Lear Corporation (LEA) | 4.5 | $10M | 57k | 176.66 | |
| Whirlpool Corporation (WHR) | 4.3 | $9.7M | 58k | 168.63 | |
| Altra Holdings | 3.9 | $8.8M | 174k | 50.40 | |
| Libbey | 2.9 | $6.6M | 882k | 7.52 | |
| Steelcase (SCS) | 2.6 | $5.9M | 388k | 15.20 | |
| Valmont Industries (VMI) | 2.4 | $5.5M | 33k | 165.84 | |
| Newell Rubbermaid (NWL) | 2.0 | $4.5M | 146k | 30.90 | |
| National Resh Corp cl b | 1.7 | $3.9M | 69k | 56.06 | |
| Baker Hughes A Ge Company (BKR) | 1.1 | $2.4M | 77k | 31.65 |
