SPITFIRE CAPITAL LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 22
New Positions 0
Increased Positions 13
Decreased Positions 6
Positions with Activity 19
Sold Out Positions 0
Total Mkt Value (in $ millions) 238

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

Sector Weighting

Basic Materials 4.06%
Capital Goods 21.94%
Conglomerates
Consumer Cyclical 28.4%
Consumer/Non-Cyclical
Energy 3.63%
Financial 3.62%
Healthcare 7.35%
Services 26.19%
Technology 4.81%
Transportation
Utilities

22 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LIBBEY INC COM 35,036 -327 (0.93) 866,358
GTT COMMUNICATIONS INC COM 28,805 -1,983 (6.44) 1,544,525
U S PHYSICAL THERAPY INC COM 16,293 -3,744 (18.69) 354,122
LEAR CORP COM NEW 14,104 1,127 8.68 124,827
JARDEN CORP COM 11,460 (0) 223,648
PATRICK INDS INC COM 11,147 New 185,231
NATIONAL RESH CORP CL A 10,038 40 .41 697,075
CARMIKE CINEMAS INC COM 9,828 502 5.39 326,831
OWENS ILL INC COM NEW 9,662 439 4.76 387,719
STEELCASE INC CL A 9,510 344 3.76 531,275
VALMONT INDS INC COM 9,333 151 1.64 74,200
WHIRLPOOL CORP COM 8,935 1,414 18.80 49,598
COLUMBUS MCKINNON CORP N Y COM 8,723 507 6.17 347,525
NATURAL GAS SERVICES GROUP COM 8,641 986 12.88 356,604
CRAWFORD & CO CL A 8,621 124 1.46 1,158,718
FRANKLIN COVEY CO COM 8,467 24 .28 449,435
BEACON ROOFING SUPPLY INC COM 8,157 897 12.36 270,895
ALTRA INDL MOTION CORP COM 7,910 673 9.30 287,844
DREW INDS INC COM NEW 6,953 -52 (0.74) 120,878
REGAL ENTMT GROUP CL A 2,920 New 136,300