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Institutional Investment Manager
SPITFIRE CAPITAL LLC
SPITFIRE CAPITAL LLC (CIK: 0001531064) incorporated in Delaware, located at 2 Belvedere Place, Suite 310, Mill Valley, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q4)
Portfolio Summary: 22 holdings with a total value of $217,004,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 GTT COMMUNICATIONS INC COM 1,352,332 23,071,000 10.63%
2 Libbey Inc Com 739,092 15,757,000 7.26%
3 Blue Bird Corp 1,474,301 14,949,000 6.89%
4 NATIONAL RESH CORP CL A 922,224 14,792,000 6.82%
5 JARDEN CORP 232,849 13,300,000 6.13%
6 U S PHYSICAL THERAPY COM 233,439 12,531,000 5.77%
7 WHIRLPOOL 70,898 10,413,000 4.80%
8 LEAR 84,627 10,395,000 4.79%
9 NATURAL GAS SVCS GROUP INC 463,417 10,334,000 4.76%
10 OWENS-ILLINOIS, INC. 589,447 10,268,000 4.73%
11 ALTRA INDL MOTION CORP COM 406,956 10,206,000 4.70%
12 Franklin Covey Co 585,022 9,793,000 4.51%
13 COLUMBUS MCKINNON CORP N Y COM 504,711 9,539,000 4.40%
14 STEELCASE INC 610,093 9,090,000 4.19%
15 CKEC 2017-01-20 33.000 C A OPQ 327,633 7,516,000 3.46%
16 VALMONT INDS INC 69,350 7,352,000 3.39%
17 CRAWFORD & CO 1,433,798 7,269,000 3.35%
18 BEACON ROOFING SUPPLY INC 174,995 7,206,000 3.32%
19 Drew Inds Inc 117,119 7,131,000 3.29%
20 NATIONAL RESH CORP 85,132 3,049,000 1.41%
21 BAKER HUGHES INC 53,250 2,457,000 1.13%
22 REGAL ENTMT GROUP 31,039 586,000 0.27%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001447387-16-000067, filed 2016.02.12).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.