SPITFIRE CAPITAL LLC Information

222 FRONT STREET, SUITE 401, SAN FRANCISCO, California, 94111, (415) 878-1903

Report Date: 03/31/2015

Position Statistics

Total Positions 23
New Positions 1
Increased Positions 14
Decreased Positions 8
Positions with Activity 22
Sold Out Positions 1
Total Mkt Value (in $ millions) 232

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.67%
Capital Goods 19.93%
Conglomerates
Consumer Cyclical 26.72%
Consumer/Non-Cyclical
Energy 4.65%
Financial 3.51%
Healthcare 7.31%
Services 29%
Technology 5.22%
Transportation
Utilities

23 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GTT COMMUNICATIONS INC COM 35,231 New 1,544,525
LIBBEY INC COM 30,167 -1,845 (5.76) 816,430
U S PHYSICAL THERAPY INC COM 16,931 -1,398 (7.63) 327,111
LEAR CORP COM NEW 13,156 399 3.12 128,727
JARDEN CORP COM 12,090 -16 (0.13) 223,349
NATIONAL RESH CORP CL A 10,683 729 7.32 748,098
FRANKLIN COVEY CO COM 10,096 1,786 21.49 546,005
STEELCASE INC CL A 9,662 434 4.71 556,275
BEACON ROOFING SUPPLY INC COM 9,570 470 5.17 284,895
WHIRLPOOL CORP COM 8,942 177 2.02 50,598
VALMONT INDS INC COM 8,902 562 6.74 79,200
NATURAL GAS SERVICES GROUP COM 8,611 1,650 23.71 441,154
OWENS ILL INC COM NEW 8,504 377 4.64 405,719
CRAWFORD & CO CL A 8,135 476 6.21 1,230,658
COLUMBUS MCKINNON CORP N Y COM 7,861 70 .89 350,625
ALTRA INDL MOTION CORP COM 7,770 551 7.63 309,819
CARMIKE CINEMAS INC COM 7,699 -181 (2.3) 319,331
DREW INDS INC COM NEW 6,232 -685 (9.9) 108,909
PATRICK INDS INC COM 5,849 -4,487 (43.41) 157,235
NATIONAL RESH CORP CL B 2,599 330 14.53 75,332