SPITFIRE CAPITAL LLC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 23
New Positions 1
Increased Positions 10
Decreased Positions 6
Positions with Activity 16
Sold Out Positions 0
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 4.29%
Capital Goods 19.08%
Conglomerates
Consumer Cyclical 26.75%
Consumer/Non-Cyclical
Energy 4.55%
Financial 3.66%
Healthcare 6.43%
Services 26.47%
Technology 4.82%
Transportation
Utilities

23 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GTT COMMUNICATIONS INC COM 30,751 -3,630 (10.56) 1,381,432
LIBBEY INC COM 26,280 -2,908 (9.96) 735,092
U S PHYSICAL THERAPY INC COM 14,931 -593 (3.82) 314,611
LEAR CORP COM NEW 12,822 New 128,727
WHIRLPOOL CORP COM 11,631 3,126 36.76 69,198
STEELCASE INC CL A 11,364 1,863 19.61 665,341
JARDEN CORP COM 11,179 -76 (0.67) 221,849
NATIONAL RESH CORP CL A 10,773 1,781 19.80 896,249
OWENS ILL INC COM NEW 9,953 1,911 23.77 502,147
BEACON ROOFING SUPPLY INC COM 9,894 New 284,895
FRANKLIN COVEY CO COM 9,211 New 546,005
BLUE BIRD CORP COM 9,177 9,177 New 750,331
NATURAL GAS SERVICES GROUP COM 8,735 14 .16 441,854
VALMONT INDS INC COM 8,641 474 5.81 83,800
CRAWFORD & CO CL A 8,494 643 8.19 1,331,387
ALTRA INDL MOTION CORP COM 7,538 New 309,819
CARMIKE CINEMAS INC COM 7,195 New 319,331
COLUMBUS MCKINNON CORP N Y COM 6,780 469 7.43 376,687
DREW INDS INC COM NEW 5,868 New 108,909
PATRICK INDS INC COM 5,572 -108 (1.91) 154,233