SPITFIRE CAPITAL LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 23
New Positions 1
Increased Positions 14
Decreased Positions 8
Positions with Activity 22
Sold Out Positions 1
Total Mkt Value (in $ millions) 242

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

Sector Weighting

Basic Materials 4.1%
Capital Goods 20.11%
Conglomerates
Consumer Cyclical 27.38%
Consumer/Non-Cyclical
Energy 5.22%
Financial 3.77%
Healthcare 6.75%
Services 27.76%
Technology 4.91%
Transportation
Utilities

23 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GTT COMMUNICATIONS INC COM 33,933 New 1,544,525
LIBBEY INC COM 31,841 -1,947 (5.76) 816,430
U S PHYSICAL THERAPY INC COM 16,316 -1,347 (7.63) 327,111
LEAR CORP COM NEW 14,957 453 3.12 128,727
JARDEN CORP COM 11,855 -16 (0.13) 223,349
FRANKLIN COVEY CO COM 10,931 1,933 21.49 546,005
NATIONAL RESH CORP CL A 10,249 699 7.32 748,098
NATURAL GAS SERVICES GROUP COM 10,195 1,954 23.71 441,154
OWENS ILL INC COM NEW 9,920 440 4.64 405,719
VALMONT INDS INC COM 9,896 625 6.74 79,200
STEELCASE INC CL A 9,863 443 4.71 556,275
WHIRLPOOL CORP COM 9,524 188 2.02 50,598
CRAWFORD & CO CL A 9,119 533 6.21 1,230,658
BEACON ROOFING SUPPLY INC COM 9,063 445 5.17 284,895
ALTRA INDL MOTION CORP COM 8,554 607 7.63 309,819
CARMIKE CINEMAS INC COM 8,536 -200 (2.3) 319,331
COLUMBUS MCKINNON CORP N Y COM 8,159 72 .89 350,625
DREW INDS INC COM NEW 6,689 -735 (9.9) 108,909
PATRICK INDS INC COM 6,233 -4,781 (43.41) 157,235
NATIONAL RESH CORP CL B 2,467 313 14.53 75,332


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