Spitfire Capital as of March 31, 2017
Portfolio Holdings for Spitfire Capital
Spitfire Capital holds 20 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blue Bird Corp (BLBD) | 12.8 | $26M | 1.5M | 17.15 | |
| Gtt Communications | 11.2 | $23M | 939k | 24.35 | |
| Builders FirstSource (BLDR) | 7.1 | $15M | 976k | 14.90 | |
| Horizon Global Corporation | 6.8 | $14M | 1.0M | 13.88 | |
| National Resh Corp cl a (NRC) | 6.3 | $13M | 654k | 19.70 | |
| Owens-Illinois | 5.9 | $12M | 589k | 20.38 | |
| Columbus McKinnon (CMCO) | 5.0 | $10M | 409k | 24.82 | |
| Lear Corporation (LEA) | 4.8 | $9.9M | 70k | 141.58 | |
| Altra Holdings | 4.8 | $9.8M | 253k | 38.95 | |
| Whirlpool Corporation (WHR) | 4.7 | $9.7M | 57k | 171.33 | |
| Libbey | 4.7 | $9.6M | 660k | 14.58 | |
| Natural Gas Services (NGS) | 4.6 | $9.4M | 362k | 26.05 | |
| Beacon Roofing Supply (BECN) | 4.5 | $9.1M | 185k | 49.16 | |
| Spx Flow | 4.3 | $8.9M | 255k | 34.71 | |
| Steelcase (SCS) | 3.9 | $7.9M | 470k | 16.75 | |
| Valmont Industries (VMI) | 2.5 | $5.1M | 33k | 155.50 | |
| Newell Rubbermaid (NWL) | 2.5 | $5.1M | 109k | 47.17 | |
| Baker Hughes Incorporated | 1.4 | $2.8M | 47k | 59.81 | |
| National Resh Corp cl b | 1.3 | $2.7M | 69k | 39.25 | |
| Crawford & Company (CRD.A) | 0.8 | $1.6M | 192k | 8.14 |
