$216 Million is the total value of SPITFIRE CAPITAL LLC's 22 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LBYYQ | Sell | LIBBEY INC | $27,238,000 | +18.6% | 866,358 | -0.9% | 12.62% | +9.2% |
| GTTN | Sell | GTT COMMUNICATIONS INC | $20,434,000 | +3.9% | 1,544,525 | -6.4% | 9.46% | -4.4% |
| USPH | Sell | U S PHYSICAL THERAPY INC | $14,859,000 | -3.6% | 354,122 | -18.7% | 6.88% | -11.3% |
| LEA | Buy | LEAR CORP | $12,243,000 | +23.4% | 124,827 | +8.7% | 5.67% | +13.5% |
| JAH | Buy | JARDEN CORP | $10,708,000 | +19.5% | 223,648 | +50.0% | 4.96% | +10.0% |
| OI | Buy | OWENS ILL INC | $10,465,000 | +8.5% | 387,719 | +4.8% | 4.85% | -0.1% |
| CRDA | Buy | CRAWFORD & COcl a | $9,930,000 | +12.3% | 1,158,718 | +1.5% | 4.60% | +3.4% |
| NRC | Buy | NATIONAL RESH CORPcl a | $9,752,000 | +8.0% | 697,075 | +0.4% | 4.52% | -0.6% |
| CMCO | Buy | COLUMBUS MCKINNON CORP N Y | $9,745,000 | +35.4% | 347,525 | +6.2% | 4.51% | +24.6% |
| WHR | Buy | WHIRLPOOL CORP | $9,609,000 | +58.0% | 49,598 | +18.8% | 4.45% | +45.4% |
| SCS | Buy | STEELCASE INCcl a | $9,536,000 | +15.0% | 531,275 | +3.8% | 4.42% | +5.8% |
| VMI | Buy | VALMONT INDS INC | $9,423,000 | -4.3% | 74,200 | +1.6% | 4.36% | -12.0% |
| FC | Buy | FRANKLIN COVEY CO | $8,701,000 | -0.9% | 449,435 | +0.3% | 4.03% | -8.8% |
| CKEC | Buy | CARMIKE CINEMAS INC | $8,586,000 | -10.6% | 326,831 | +5.4% | 3.98% | -17.8% |
| NGS | Buy | NATURAL GAS SERVICES GROUP | $8,216,000 | +8.0% | 356,604 | +12.9% | 3.81% | -0.6% |
| AIMC | Buy | ALTRA INDL MOTION CORP | $8,172,000 | +6.4% | 287,844 | +9.3% | 3.78% | -2.1% |
| PATK | PATRICK INDS INC | $8,146,000 | +3.8% | 185,231 | 0.0% | 3.77% | -4.5% | |
| BECN | Buy | BEACON ROOFING SUPPLY INC | $7,531,000 | +22.6% | 270,895 | +12.4% | 3.49% | +12.8% |
| DW | Sell | DREW INDS INC | $6,173,000 | +20.1% | 120,878 | -0.7% | 2.86% | +10.6% |
| RGC | REGAL ENTMT GROUPcl a | $2,911,000 | +7.4% | 136,300 | 0.0% | 1.35% | -1.2% | |
| NRCIB | NATIONAL RESH CORPcl b | $2,366,000 | -3.0% | 65,778 | 0.0% | 1.10% | -10.7% | |
| HNGR | Sell | HANGER INC | $1,135,000 | -76.6% | 51,847 | -78.1% | 0.53% | -78.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-17
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.