$240 Million is the total value of SPITFIRE CAPITAL LLC's 20 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BLBD | BLUE BIRD CORP | $29,750,000 | +21.2% | 1,444,152 | 0.0% | 12.41% | +8.7% | |
| GTTN | GTT COMMUNICATIONS INC | $28,713,000 | 0.0% | 907,193 | 0.0% | 11.98% | -10.3% | |
| OI | OWENS ILL INC | $13,680,000 | +5.2% | 543,723 | 0.0% | 5.71% | -5.7% | |
| WHR | WHIRLPOOL CORP | $10,420,000 | -3.8% | 56,498 | 0.0% | 4.35% | -13.7% | |
| SCS | STEELCASE INCcl a | $7,158,000 | +10.0% | 464,808 | 0.0% | 2.99% | -1.3% | |
| VMI | VALMONT INDS INC | $5,225,000 | +5.7% | 33,049 | 0.0% | 2.18% | -5.2% | |
| NRCIB | NATIONAL RESH CORPcl b | $3,696,000 | +11.9% | 69,206 | 0.0% | 1.54% | +0.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-14
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.