HIRZEL CAPITAL MANAGEMENT LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 27
New Positions 2
Increased Positions 9
Decreased Positions 14
Positions with Activity 23
Sold Out Positions 8
Total Mkt Value (in $ millions) 784

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

Sector Weighting

Basic Materials 20.74%
Capital Goods 14.91%
Conglomerates
Consumer Cyclical 2.19%
Consumer/Non-Cyclical
Energy 9.11%
Financial 12.05%
Healthcare 0%
Services 27.37%
Technology 3.85%
Transportation 9.78%
Utilities

23 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AGCO CORP COM 83,251 13,268 18.96 1,555,517
RYMAN HOSPITALITY PPTYS INC COM 73,023 -12,633 (14.75) 1,479,100
TRONOX LTD SHS CL A 70,670 10,534 17.52 2,834,727
ASSURED GUARANTY LTD COM 59,462 31,693 114.13 2,600,000
COMSTOCK RES INC COM NEW 52,731 10,120 23.75 2,025,000
ROCK-TENN CO CL A 36,818 2,143 6.18 365,185
STEWART INFORMATION SVCS CORP COM 31,167 -980 (3.05) 1,032,023
MRC GLOBAL INC COM 30,228 -10,054 (24.96) 1,100,000
VISHAY INTERTECHNOLOGY INC COM 30,208 1,012 3.47 1,978,251
AIRCASTLE LTD COM 29,683 -788 (2.59) 1,699,100
COMMERCIAL METALS CO COM 24,943 15,437 162.38 1,448,498
HERCULES OFFSHORE INC COM 18,717 18,717 New 4,702,700
DANA HLDG CORP COM 17,174 17,174 New 720,100
SWS GROUP INC COM 3,858 -7,735 (66.72) 530,000
AEROPOSTALE COM 805 -14,327 (94.68) 251,500
CHESAPEAKE ENERGY CORP COM -21,395 Sold Out 0
HOLOGIC INC COM -5,411 Sold Out 0
MCDERMOTT INTL INC COM -18,119 Sold Out 0
MGIC INVT CORP WIS COM -20,280 Sold Out 0
RADIAN GROUP INC COM -18,733 Sold Out 0