SPITFIRE CAPITAL LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 24
New Positions 1
Increased Positions 16
Decreased Positions 5
Positions with Activity 21
Sold Out Positions 2
Total Mkt Value (in $ millions) 208

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

Sector Weighting

Basic Materials 4.16%
Capital Goods 20.95%
Conglomerates
Consumer Cyclical 27.49%
Consumer/Non-Cyclical
Energy 3.07%
Financial 4.26%
Healthcare 10.6%
Services 24.3%
Technology 5.17%
Transportation
Utilities

24 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LIBBEY INC COM 28,603 959 3.47 874,446
GTT COMMUNICATIONS INC COM 19,001 -1,097 (5.46) 1,650,832
U S PHYSICAL THERAPY INC COM 16,893 -367 (2.13) 435,492
LEAR CORP COM NEW 11,525 2,017 21.21 114,853
JARDEN CORP COM 10,740 New 223,650
NATIONAL RESH CORP CL A 9,616 166 1.75 694,264
CRAWFORD & CO CL A 8,851 254 2.96 1,142,056
VALMONT INDS INC COM 8,769 1,550 21.46 73,000
STEELCASE INC CL A 8,643 2,659 44.43 512,050
OWENS ILL INC COM NEW 8,642 1,074 14.19 370,119
CARMIKE CINEMAS INC COM 8,581 36 .42 310,131
WHIRLPOOL CORP COM 8,311 8,311 New 41,748
COLUMBUS MCKINNON CORP N Y COM 8,200 1,938 30.95 327,345
FRANKLIN COVEY CO COM 8,099 1,084 15.45 448,185
PATRICK INDS INC COM 7,965 New 185,231
ALTRA INDL MOTION CORP COM 6,728 217 3.34 263,344
NATURAL GAS SERVICES GROUP COM 6,378 913 16.70 315,904
DREW INDS INC COM NEW 6,123 1,943 46.50 121,778
BEACON ROOFING SUPPLY INC COM 5,712 2,776 94.59 241,095
HANGER INC COM NEW 5,107 -2,519 (33.03) 236,668