HIRZEL CAPITAL MANAGEMENT LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 30
New Positions 6
Increased Positions 10
Decreased Positions 15
Positions with Activity 25
Sold Out Positions 3
Total Mkt Value (in $ millions) 975

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

Sector Weighting

Basic Materials 10.69%
Capital Goods 7.04%
Conglomerates
Consumer Cyclical 5.87%
Consumer/Non-Cyclical
Energy 1.72%
Financial 11.81%
Healthcare
Services 29.9%
Technology 13.85%
Transportation 13.92%
Utilities

30 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HAWAIIAN HOLDINGS INC COM 135,808 New 5,661,017
MEADWESTVACO CORP COM 79,556 35,856 82.05 1,775,000
ASSURED GUARANTY LTD COM 71,001 -5,709 (7.44) 2,776,726
FINISAR CORP COM NEW 66,975 66,975 New 3,374,061
RYMAN HOSPITALITY PPTYS INC COM 63,217 -6,416 (9.21) 1,183,846
DANA HLDG CORP COM 57,299 -4,224 (6.87) 2,770,729
GNC HLDGS INC COM CL A 55,577 55,577 New 1,232,854
VOYA FINL INC COM 50,577 50,577 New 1,202,499
STEWART INFORMATION SVCS CORP COM 44,238 New 1,235,000
GENCORP INC COM 36,064 -6,952 (16.16) 2,075,000
SYMANTEC CORP COM 36,036 -6,435 (15.15) 1,400,000
DSW INC CL A 35,431 1,446 4.26 986,118
AIRCASTLE LTD COM 35,011 -348 (0.98) 1,682,400
AGCO CORP COM 32,629 -22,761 (41.09) 733,399
PETSMART INC COM 28,121 -6,898 (19.7) 345,302
VISHAY INTERTECHNOLOGY INC COM 27,794 New 1,978,251
CARMIKE CINEMAS INC COM 26,102 New 1,023,600
CUMULUS MEDIA INC CL A 20,022 New 4,700,000
RENT A CTR INC NEW COM 15,124 15,124 New 439,644
COMMERCIAL METALS CO COM 14,474 -7,680 (34.67) 914,356


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