Spitfire Capital as of Dec. 31, 2018
Portfolio Holdings for Spitfire Capital
Spitfire Capital holds 16 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blue Bird Corp (BLBD) | 19.4 | $17M | 952k | 18.19 | |
| Owens-Illinois | 9.5 | $8.5M | 491k | 17.24 | |
| Us Foods Hldg Corp call (USFD) | 7.0 | $6.2M | 197k | 31.64 | |
| Gtt Communications | 6.8 | $6.0M | 255k | 23.66 | |
| Columbus McKinnon (CMCO) | 6.5 | $5.8M | 194k | 30.14 | |
| Cision | 6.5 | $5.8M | 494k | 11.70 | |
| Beacon Roofing Supply (BECN) | 5.5 | $4.9M | 155k | 31.72 | |
| Whirlpool Corporation (WHR) | 5.4 | $4.8M | 45k | 106.86 | |
| National Resh Corp cl a (NRC) | 5.4 | $4.8M | 127k | 38.14 | |
| Lear Corporation (LEA) | 5.4 | $4.8M | 39k | 122.86 | |
| Spx Flow | 5.2 | $4.6M | 153k | 30.42 | |
| Natural Gas Services (NGS) | 5.1 | $4.5M | 277k | 16.44 | |
| Altra Holdings | 4.2 | $3.8M | 150k | 25.15 | |
| Valmont Industries (VMI) | 4.0 | $3.6M | 33k | 110.95 | |
| Libbey | 3.4 | $3.0M | 782k | 3.88 | |
| Builders FirstSource (BLDR) | 0.5 | $442k | 41k | 10.90 |
