SPITFIRE CAPITAL LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 23
New Positions 1
Increased Positions 19
Decreased Positions 2
Positions with Activity 21
Sold Out Positions 0
Total Mkt Value (in $ millions) 193

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

Sector Weighting

Basic Materials 5.24%
Capital Goods 20.05%
Conglomerates
Consumer Cyclical 19.76%
Consumer/Non-Cyclical
Energy 4.09%
Financial 4.89%
Healthcare 12.13%
Services 27.81%
Technology 6.02%
Transportation
Utilities

23 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LIBBEY INC COM 23,123 728 3.25 845,136
GTT COMMUNICATIONS INC COM 20,342 655 3.33 1,746,110
U S PHYSICAL THERAPY INC COM 16,067 844 5.54 444,951
CARMIKE CINEMAS INC COM 10,831 755 7.49 308,831
OWENS ILL INC COM NEW 10,103 533 5.57 324,119
NATIONAL RESH CORP CL A 9,559 2,973 45.15 682,299
CRAWFORD & CO CL A 9,417 376 4.16 1,109,242
LEAR CORP COM NEW 9,305 2,774 42.49 94,753
VALMONT INDS INC COM 8,669 1,298 17.61 60,100
ALTRA INDL MOTION CORP COM 8,542 227 2.72 254,844
JARDEN CORP COM 8,533 1,087 14.60 149,100
PATRICK INDS INC COM 7,989 5,077 174.30 185,231
NATURAL GAS SERVICES GROUP COM 7,894 544 7.40 270,704
FRANKLIN COVEY CO COM 7,543 340 4.72 388,199
HANGER INC COM NEW 7,309 1,165 18.97 353,412
COLUMBUS MCKINNON CORP N Y COM 6,249 1,840 41.74 249,972
STEELCASE INC CL A 5,669 5,669 New 354,531
BEACON ROOFING SUPPLY INC COM 3,609 204 5.99 123,900
DREW INDS INC COM NEW 3,597 New 83,128
REGAL ENTMT GROUP CL A 2,807 21 .75 134,300