Spitfire Capital as of Sept. 30, 2018
Portfolio Holdings for Spitfire Capital
Spitfire Capital holds 18 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blue Bird Corp (BLBD) | 18.4 | $35M | 1.4M | 24.50 | |
| Gtt Communications | 7.9 | $15M | 349k | 43.40 | |
| Owens-Illinois | 6.2 | $12M | 632k | 18.79 | |
| Columbus McKinnon (CMCO) | 6.0 | $12M | 294k | 39.54 | |
| Cision | 5.9 | $11M | 677k | 16.80 | |
| Builders FirstSource (BLDR) | 5.7 | $11M | 742k | 14.68 | |
| Spx Flow | 5.6 | $11M | 206k | 52.00 | |
| Horizon Global Corporation | 5.2 | $9.9M | 1.4M | 7.13 | |
| Beacon Roofing Supply (BECN) | 4.8 | $9.2M | 254k | 36.19 | |
| National Resh Corp cl a (NRC) | 4.6 | $8.9M | 231k | 38.60 | |
| Us Foods Hldg Corp call (USFD) | 4.5 | $8.7M | 283k | 30.82 | |
| Lear Corporation (LEA) | 4.4 | $8.5M | 59k | 145.00 | |
| Libbey | 4.4 | $8.4M | 965k | 8.75 | |
| Natural Gas Services (NGS) | 4.3 | $8.3M | 395k | 21.10 | |
| Whirlpool Corporation (WHR) | 4.0 | $7.8M | 66k | 118.75 | |
| Altra Holdings | 3.5 | $6.8M | 164k | 41.30 | |
| Valmont Industries (VMI) | 2.9 | $5.6M | 40k | 138.49 | |
| Newell Rubbermaid (NWL) | 1.7 | $3.4M | 165k | 20.30 |
