Spitfire Capital as of June 30, 2018
Portfolio Holdings for Spitfire Capital
Spitfire Capital holds 19 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blue Bird Corp (BLBD) | 15.5 | $32M | 1.4M | 22.35 | |
| Gtt Communications | 7.3 | $15M | 339k | 45.00 | |
| Columbus McKinnon (CMCO) | 6.8 | $14M | 327k | 43.36 | |
| Builders FirstSource (BLDR) | 6.5 | $14M | 742k | 18.29 | |
| National Resh Corp cl a (NRC) | 6.3 | $13M | 349k | 37.40 | |
| Us Foods Hldg Corp call (USFD) | 6.2 | $13M | 342k | 37.82 | |
| Beacon Roofing Supply (BECN) | 5.1 | $11M | 249k | 42.62 | |
| Lear Corporation (LEA) | 5.0 | $10M | 56k | 185.81 | |
| Owens-Illinois | 5.0 | $10M | 617k | 16.81 | |
| Cision | 4.9 | $10M | 677k | 14.95 | |
| Spx Flow | 4.6 | $9.6M | 220k | 43.77 | |
| Whirlpool Corporation (WHR) | 4.5 | $9.4M | 65k | 146.24 | |
| Natural Gas Services (NGS) | 4.5 | $9.3M | 395k | 23.60 | |
| Horizon Global Corporation | 4.1 | $8.4M | 1.4M | 5.96 | |
| Libbey | 3.8 | $7.8M | 965k | 8.13 | |
| Altra Holdings | 3.4 | $7.1M | 164k | 43.10 | |
| Valmont Industries (VMI) | 2.5 | $5.1M | 34k | 150.75 | |
| Steelcase (SCS) | 2.1 | $4.3M | 319k | 13.50 | |
| Newell Rubbermaid (NWL) | 1.9 | $4.0M | 156k | 25.79 |
