Spitfire Capital as of June 30, 2019
Portfolio Holdings for Spitfire Capital
Spitfire Capital holds 15 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blue Bird Corp (BLBD) | 19.6 | $19M | 949k | 19.69 | |
| Owens Ill Com New | 8.2 | $7.8M | 451k | 17.27 | |
| Spx Flow | 7.1 | $6.8M | 162k | 41.86 | |
| National Resh Corp Com New (NRC) | 6.6 | $6.3M | 110k | 57.59 | |
| Us Foods Hldg Corp call (USFD) | 6.5 | $6.2M | 174k | 35.76 | |
| Altra Holdings | 6.5 | $6.2M | 172k | 35.88 | |
| Cision SHS | 6.3 | $6.0M | 513k | 11.73 | |
| Skyline Corporation (SKY) | 5.9 | $5.6M | 205k | 27.38 | |
| Valmont Industries (VMI) | 5.2 | $4.9M | 39k | 126.80 | |
| Columbus McKinnon (CMCO) | 5.2 | $4.9M | 117k | 41.97 | |
| Lear Corp Com New (LEA) | 5.1 | $4.9M | 35k | 139.27 | |
| PGT | 4.8 | $4.6M | 274k | 16.72 | |
| Gtt Communications | 4.6 | $4.4M | 250k | 17.60 | |
| Natural Gas Services (NGS) | 4.4 | $4.2M | 257k | 16.50 | |
| Beacon Roofing Supply (BECN) | 4.2 | $4.0M | 109k | 36.72 |
