SPITFIRE CAPITAL LLC Information

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

Report Date: 03/31/2016

Position Statistics

Total Positions 24
New Positions 2
Increased Positions 11
Decreased Positions 9
Positions with Activity 20
Sold Out Positions 1
Total Mkt Value (in $ millions) 217

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

Sector Weighting

Basic Materials 4.98%
Capital Goods 20.27%
Conglomerates
Consumer Cyclical 19.28%
Consumer/Non-Cyclical 3.12%
Energy 6.18%
Financial 4.79%
Healthcare 6.06%
Services 27.04%
Technology
Transportation
Utilities

24 Positions as of 03/31/2016

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GTT COMMUNICATIONS INC COM 23,017 New 1,352,332
BLUE BIRD CORP COM 17,818 539 3.12 1,520,301
U S PHYSICAL THERAPY INC COM 13,157 -632 (4.58) 222,741
NATIONAL RESH CORP CL A 12,210 -397 (3.15) 893,199
LIBBEY INC COM 12,165 New 739,092
WHIRLPOOL CORP COM 11,688 163 1.41 71,898
NATURAL GAS SERVICES GROUP COM 10,886 56 .52 465,812
OWENS ILL INC COM NEW 10,806 219 2.07 601,647
ALTRA INDL MOTION CORP COM 10,553 -585 (5.26) 385,567
CRAWFORD & CO CL A 10,395 New 1,433,798
DREW INDS INC COM NEW 10,199 705 7.43 125,819
LEAR CORP COM NEW 9,234 367 4.14 88,127
STEELCASE INC CL A 8,745 167 1.95 621,993
VALMONT INDS INC COM 7,844 -1,322 (14.42) 59,350
CARMIKE CINEMAS INC COM 7,748 -2,392 (23.59) 250,333
COLUMBUS MCKINNON CORP N Y COM 7,692 15 .20 505,711
BEACON ROOFING SUPPLY INC COM 7,684 New 174,995
FRANKLIN COVEY CO COM 7,217 -1,506 (17.26) 484,049
NEWELL BRANDS INC COM 6,768 -2,567 (27.5) 145,524
BUILDERS FIRSTSOURCE INC COM 5,749 5,749 New 525,941