Spitfire Capital as of Dec. 31, 2016
Portfolio Holdings for Spitfire Capital
Spitfire Capital holds 21 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gtt Communications | 14.3 | $32M | 1.1M | 28.75 | |
| Blue Bird Corp (BLBD) | 10.7 | $24M | 1.5M | 15.45 | |
| Horizon Global Corporation | 8.2 | $18M | 753k | 24.00 | |
| National Resh Corp cl a (NRC) | 6.5 | $14M | 758k | 19.00 | |
| Libbey | 5.6 | $12M | 639k | 19.46 | |
| Columbus McKinnon (CMCO) | 5.6 | $12M | 458k | 27.04 | |
| Natural Gas Services (NGS) | 5.3 | $12M | 362k | 32.15 | |
| Builders FirstSource (BLDR) | 5.0 | $11M | 1.0M | 10.97 | |
| Whirlpool Corporation (WHR) | 5.0 | $11M | 61k | 181.77 | |
| Owens-Illinois | 4.7 | $11M | 602k | 17.41 | |
| Altra Holdings | 4.6 | $10M | 277k | 36.90 | |
| Lear Corporation (LEA) | 4.6 | $10M | 77k | 132.38 | |
| Steelcase (SCS) | 3.8 | $8.4M | 470k | 17.90 | |
| Beacon Roofing Supply (BECN) | 3.7 | $8.2M | 179k | 46.07 | |
| Spx Flow | 3.7 | $8.2M | 255k | 32.06 | |
| Valmont Industries (VMI) | 2.2 | $5.0M | 35k | 140.91 | |
| Newell Rubbermaid (NWL) | 2.2 | $4.8M | 109k | 44.65 | |
| Baker Hughes Incorporated | 1.4 | $3.1M | 47k | 64.97 | |
| National Resh Corp cl b | 1.3 | $2.9M | 69k | 41.67 | |
| Crawford & Company (CRD.A) | 1.1 | $2.5M | 266k | 9.47 | |
| Drew Industries | 0.3 | $738k | 6.9k | 107.69 |
