$148 Million is the total value of SPITFIRE CAPITAL LLC's 23 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LBYYQ | New | LIBBEY INC | $15,071,000 | – | 717,658 | +100.0% | 10.17% | – |
| USPH | New | U S PHYSICAL THERAPY INC | $14,398,000 | – | 408,336 | +100.0% | 9.72% | – |
| GTT | New | GLOBAL TELECOM & TECHNOLGY I | $12,940,000 | – | 1,772,552 | +100.0% | 8.73% | – |
| HNGR | New | HANGER INC | $11,297,000 | – | 287,155 | +100.0% | 7.62% | – |
| AIMC | New | ALTRA INDL MOTION CORP | $8,523,000 | – | 249,056 | +100.0% | 5.75% | – |
| JAH | New | JARDEN CORP | $8,196,000 | – | 133,600 | +100.0% | 5.53% | – |
| OI | New | OWENS ILL INC | $7,958,000 | – | 222,419 | +100.0% | 5.37% | – |
| NRC | New | NATIONAL RESH CORPcl a | $7,585,000 | – | 403,009 | +100.0% | 5.12% | – |
| CKEC | New | CARMIKE CINEMAS INC | $7,450,000 | – | 267,608 | +100.0% | 5.03% | – |
| EIHI | New | EASTERN INS HLDGS INC | $7,045,000 | – | 287,674 | +100.0% | 4.76% | – |
| CRDA | New | CRAWFORD & COcl a | $6,875,000 | – | 893,998 | +100.0% | 4.64% | – |
| FC | New | FRANKLIN COVEY CO | $6,416,000 | – | 322,720 | +100.0% | 4.33% | – |
| NGS | New | NATURAL GAS SERVICES GROUP COM | $5,608,000 | – | 203,396 | +100.0% | 3.78% | – |
| BECN | New | BEACON ROOFING SUPPLY INC | $4,709,000 | – | 116,900 | +100.0% | 3.18% | – |
| AZZ | New | AZZ INC COM | $4,431,000 | – | 90,690 | +100.0% | 2.99% | – |
| DW | New | DREW INDS INC | $4,256,000 | – | 83,128 | +100.0% | 2.87% | – |
| CMCO | New | COLUMBUS MCKINNON CORP N Y COM | $3,812,000 | – | 140,473 | +100.0% | 2.57% | – |
| HPOL | New | HARRIS INTERACTIVE INC | $2,990,000 | – | 1,495,164 | +100.0% | 2.02% | – |
| NRCIB | New | NATIONAL RESH CORPcl b | $2,941,000 | – | 84,730 | +100.0% | 1.98% | – |
| VMI | New | VALMONT INDS INC | $2,356,000 | – | 15,800 | +100.0% | 1.59% | – |
| POWL | New | POWELL INDS INC | $2,042,000 | – | 30,478 | +100.0% | 1.38% | – |
| PATK | New | PATRICK INDS INC | $763,000 | – | 26,364 | +100.0% | 0.52% | – |
| PLOW | New | DOUGLAS DYNAMICS INC | $500,000 | – | 29,700 | +100.0% | 0.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| OWENS ILL INC | 24 | Q3 2019 | 9.5% |
| NATIONAL RESH CORP | 24 | Q3 2019 | 6.8% |
| COLUMBUS MCKINNON CORP N Y COM | 24 | Q3 2019 | 6.8% |
| ALTRA INDL MOTION CORP | 24 | Q3 2019 | 6.5% |
| NATURAL GAS SERVICES GROUP COM | 24 | Q3 2019 | 5.3% |
| BEACON ROOFING SUPPLY INC | 24 | Q3 2019 | 5.7% |
| VALMONT INDS INC | 24 | Q3 2019 | 5.7% |
| LEAR CORP | 23 | Q3 2019 | 6.8% |
| GTT COMMUNICATIONS INC | 22 | Q3 2019 | 14.3% |
| LIBBEY INC | 22 | Q1 2019 | 13.6% |
View SPITFIRE CAPITAL LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Blue Bird Corp | December 17, 2018 | 1,271,178 | 4.8% |
| Horizon Global Corp | November 01, 2018 | 1,216,183 | 4.8% |
| GTT Communications, Inc. | February 17, 2015 | 1,544,525 | 4.8% |
View SPITFIRE CAPITAL LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-11-14 |
| 13F-HR | 2019-08-14 |
| 13F-HR | 2019-05-15 |
| 13F-HR | 2019-02-14 |
| SC 13D/A | 2018-12-17 |
| 13F-HR | 2018-11-14 |
| SC 13D/A | 2018-11-01 |
| SC 13D/A | 2018-10-30 |
| 13F-HR | 2018-08-14 |
| 13F-HR | 2018-05-15 |
View SPITFIRE CAPITAL LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.