SPITFIRE CAPITAL LLC Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 22
New Positions 0
Increased Positions 10
Decreased Positions 11
Positions with Activity 21
Sold Out Positions 0
Total Mkt Value (in $ millions) 218

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

Sector Weighting

Basic Materials 5%
Capital Goods 20.9%
Conglomerates
Consumer Cyclical 20.47%
Consumer/Non-Cyclical 4.11%
Energy 6.03%
Financial 4.17%
Healthcare 5.42%
Services 26.54%
Technology
Transportation
Utilities

22 Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GTT COMMUNICATIONS INC COM 21,624 New 1,352,332
BLUE BIRD CORP COM 16,026 3,073 23.72 1,474,301
NATIONAL RESH CORP CL A 13,289 -20 (0.15) 922,224
WHIRLPOOL CORP COM 12,638 -1,212 (8.75) 70,898
LIBBEY INC COM 12,616 68 .54 739,092
U S PHYSICAL THERAPY INC COM 11,805 -2,947 (19.98) 233,439
ALTRA INDL MOTION CORP COM 11,790 64 .54 406,956
OWENS ILL INC COM NEW 10,881 737 7.26 589,447
NATURAL GAS SERVICES GROUP COM 10,626 -497 (4.47) 463,417
VALMONT INDS INC COM 9,970 -2,077 (17.24) 69,350
LEAR CORP COM NEW 9,818 -7,065 (41.85) 84,627
CARMIKE CINEMAS INC COM 9,806 -278 (2.76) 327,633
STEELCASE INC CL A 9,493 -1,442 (13.19) 610,093
FRANKLIN COVEY CO COM 9,226 205 2.27 585,022
CRAWFORD & CO CL A 9,090 112 1.25 1,433,798
NEWELL BRANDS INC COM 8,946 423 4.96 200,716
COLUMBUS MCKINNON CORP N Y COM 8,383 246 3.02 504,711
BEACON ROOFING SUPPLY INC COM 7,759 -2,412 (23.72) 174,995
DREW INDS INC COM NEW 7,614 586 8.33 117,119
NATIONAL RESH CORP CL B 3,180 -7 (0.23) 85,132


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