Spitfire Capital as of March 31, 2018
Portfolio Holdings for Spitfire Capital
Spitfire Capital holds 21 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blue Bird Corp (BLBD) | 16.1 | $34M | 1.4M | 23.70 | |
| Gtt Communications | 9.0 | $19M | 339k | 56.70 | |
| Builders FirstSource (BLDR) | 6.9 | $15M | 742k | 19.84 | |
| Columbus McKinnon (CMCO) | 6.1 | $13M | 361k | 35.84 | |
| Owens-Illinois | 5.6 | $12M | 550k | 21.66 | |
| Us Foods Hldg Corp call (USFD) | 5.3 | $11M | 342k | 32.77 | |
| Spx Flow | 5.1 | $11M | 220k | 49.19 | |
| Lear Corporation (LEA) | 5.0 | $11M | 57k | 186.10 | |
| Beacon Roofing Supply (BECN) | 5.0 | $11M | 201k | 53.07 | |
| Horizon Global Corporation | 5.0 | $11M | 1.3M | 8.24 | |
| Natural Gas Services (NGS) | 4.4 | $9.4M | 395k | 23.85 | |
| Whirlpool Corporation (WHR) | 4.2 | $8.8M | 58k | 153.12 | |
| National Resh Corp cl a (NRC) | 4.2 | $8.8M | 301k | 29.25 | |
| Altra Holdings | 3.5 | $7.5M | 164k | 45.95 | |
| Cision | 3.3 | $7.0M | 607k | 11.57 | |
| Steelcase (SCS) | 2.4 | $5.0M | 366k | 13.60 | |
| Valmont Industries (VMI) | 2.3 | $4.8M | 33k | 146.30 | |
| Libbey | 2.1 | $4.4M | 907k | 4.89 | |
| Newell Rubbermaid (NWL) | 1.9 | $4.0M | 156k | 25.48 | |
| National Resh Corp cl b | 1.6 | $3.4M | 69k | 49.84 | |
| Baker Hughes A Ge Company (BKR) | 1.0 | $2.1M | 77k | 27.77 |
