Spitfire Capital as of Sept. 30, 2019
Portfolio Holdings for Spitfire Capital
Spitfire Capital holds 15 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blue Bird Corp (BLBD) | 23.4 | $18M | 949k | 19.04 | |
| Spx Flow | 7.8 | $6.0M | 153k | 39.46 | |
| Us Foods Hldg Corp call (USFD) | 7.5 | $5.8M | 140k | 41.10 | |
| Skyline Corporation (SKY) | 7.2 | $5.6M | 185k | 30.09 | |
| PGT | 6.7 | $5.2M | 301k | 17.27 | |
| Altra Holdings | 6.2 | $4.8M | 173k | 27.69 | |
| Owens Ill Com New | 6.2 | $4.8M | 464k | 10.27 | |
| Valmont Industries (VMI) | 5.7 | $4.4M | 32k | 138.43 | |
| Cision SHS | 5.5 | $4.2M | 550k | 7.69 | |
| Columbus McKinnon (CMCO) | 5.2 | $4.0M | 109k | 36.43 | |
| Lear Corp Com New (LEA) | 4.8 | $3.7M | 31k | 117.91 | |
| Gtt Communications | 4.4 | $3.4M | 363k | 9.42 | |
| Natural Gas Services (NGS) | 4.0 | $3.1M | 240k | 12.81 | |
| National Resh Corp Com New (NRC) | 3.0 | $2.3M | 40k | 57.76 | |
| Beacon Roofing Supply (BECN) | 2.4 | $1.8M | 55k | 33.53 |
