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) 214

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

Sector Weighting

Basic Materials 5.18%
Capital Goods 19.74%
Conglomerates
Consumer Cyclical 20.24%
Consumer/Non-Cyclical 3.21%
Energy 5.95%
Financial 4.77%
Healthcare 6%
Services 27.78%
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 22,584 New 1,352,332
BLUE BIRD CORP COM 15,127 458 3.12 1,520,301
U S PHYSICAL THERAPY INC COM 12,830 -616 (4.58) 222,741
NATIONAL RESH CORP CL A 12,567 -408 (3.15) 893,199
WHIRLPOOL CORP COM 12,086 168 1.41 71,898
LIBBEY INC COM 11,737 New 739,092
OWENS ILL INC COM NEW 11,076 225 2.07 601,647
CRAWFORD & CO CL A 10,194 New 1,433,798
NATURAL GAS SERVICES GROUP COM 10,192 52 .52 465,812
ALTRA INDL MOTION CORP COM 10,175 -564 (5.26) 385,567
LEAR CORP COM NEW 10,067 400 4.14 88,127
STEELCASE INC CL A 9,386 180 1.95 621,993
DREW INDS INC COM NEW 9,363 647 7.43 125,819
VALMONT INDS INC COM 7,780 -1,311 (14.42) 59,350
COLUMBUS MCKINNON CORP N Y COM 7,490 15 .20 505,711
CARMIKE CINEMAS INC COM 7,460 -2,304 (23.59) 250,333
BEACON ROOFING SUPPLY INC COM 7,394 New 174,995
FRANKLIN COVEY CO COM 7,261 -1,515 (17.26) 484,049
NEWELL BRANDS INC COM 6,860 -2,602 (27.5) 145,524
BUILDERS FIRSTSOURCE INC COM 6,122 6,122 New 525,941