HIRZEL CAPITAL MANAGEMENT LLC Information

3963 MAPLE AVENUE, DALLAS, Texas, 75219, (214) 999-0014

Report Date: 12/31/2014

Position Statistics

Total Positions 30
New Positions 4
Increased Positions 9
Decreased Positions 21
Positions with Activity 30
Sold Out Positions 11
Total Mkt Value (in $ millions) 874

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

Sector Weighting

Basic Materials 5.38%
Capital Goods 3.29%
Conglomerates
Consumer Cyclical 7.59%
Consumer/Non-Cyclical
Energy 4.66%
Financial 10.99%
Healthcare
Services 33.25%
Technology 5.58%
Transportation 12.25%
Utilities

30 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HAWAIIAN HOLDINGS INC COM 106,992 -26,608 (19.92) 4,533,573
RYMAN HOSPITALITY PPTYS INC COM 92,444 21,152 29.67 1,535,099
AMERICAN AIRLS GROUP INC COM 88,742 88,742 New 1,683,755
DANA HLDG CORP COM 66,322 5,893 9.75 3,040,907
VOYA FINL INC COM 59,946 8,479 16.48 1,400,612
ASSURED GUARANTY LTD COM 48,220 -27,196 (36.06) 1,775,414
STEWART INFORMATION SVCS CORP COM 47,781 -75 (0.16) 1,233,062
MEADWESTVACO CORP COM 47,022 -37,291 (44.23) 989,928
DSW INC CL A 46,351 7,755 20.09 1,184,244
GNC HLDGS INC COM CL A 45,470 -12,684 (21.81) 963,956
CIMAREX ENERGY CO COM 40,706 40,706 New 335,000
AIRCASTLE LTD COM 37,210 -3,184 (7.88) 1,549,790
RENT A CTR INC NEW COM 34,476 22,808 195.48 1,299,037
GENCORP INC COM 28,716 -14,444 (33.47) 1,380,556
CARMIKE CINEMAS INC COM 27,217 -6,582 (19.48) 824,253
SYMANTEC CORP COM 22,783 -11,755 (34.03) 923,528
VISHAY INTERTECHNOLOGY INC COM 15,190 -10,092 (39.92) 1,188,551
ON SEMICONDUCTOR CORP COM 10,752 10,752 New 925,300
CABELAS INC COM 7,319 7,319 New 135,060
AGCO CORP COM -35,431 Sold Out 0


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