Spitfire Capital as of March 31, 2019
Portfolio Holdings for Spitfire Capital
Spitfire Capital holds 16 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blue Bird Corp (BLBD) | 17.7 | $17M | 998k | 16.93 | |
| Gtt Communications | 9.9 | $9.5M | 273k | 34.70 | |
| Owens-Illinois | 9.2 | $8.8M | 465k | 18.98 | |
| Us Foods Hldg Corp call (USFD) | 7.4 | $7.1M | 203k | 34.91 | |
| Cision | 7.1 | $6.8M | 494k | 13.77 | |
| Spx Flow | 5.2 | $5.0M | 158k | 31.90 | |
| Altra Holdings | 5.2 | $5.0M | 161k | 31.05 | |
| Columbus McKinnon (CMCO) | 4.8 | $4.6M | 133k | 34.35 | |
| Valmont Industries (VMI) | 4.8 | $4.5M | 35k | 130.09 | |
| Natural Gas Services (NGS) | 4.8 | $4.5M | 263k | 17.31 | |
| National Resh Corp cl a (NRC) | 4.7 | $4.5M | 116k | 38.60 | |
| Lear Corporation (LEA) | 4.6 | $4.4M | 32k | 135.71 | |
| Beacon Roofing Supply (BECN) | 4.3 | $4.1M | 129k | 32.16 | |
| Skyline Corporation (SKY) | 4.3 | $4.1M | 218k | 19.00 | |
| PGT | 3.9 | $3.8M | 272k | 13.85 | |
| Libbey | 2.1 | $2.0M | 712k | 2.84 |
