HIRZEL CAPITAL MANAGEMENT LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 27
New Positions 8
Increased Positions 13
Decreased Positions 11
Positions with Activity 24
Sold Out Positions 3
Total Mkt Value (in $ millions) 945

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

Sector Weighting

Basic Materials 11.32%
Capital Goods 11.26%
Conglomerates
Consumer Cyclical 7.31%
Consumer/Non-Cyclical
Energy 11.44%
Financial 11.88%
Healthcare
Services 29.87%
Technology 7.59%
Transportation 9.34%
Utilities

24 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ASSURED GUARANTY LTD COM 72,450 9,660 15.39 3,000,000
DANA HLDG CORP COM 69,109 52,381 313.14 2,975,000
ROYAL CARIBBEAN CRUISES LTD COM 68,689 -1,409 (2.01) 1,077,300
RYMAN HOSPITALITY PPTYS INC COM 64,874 -8,711 (11.84) 1,304,000
AGCO CORP COM 60,806 -15,166 (19.96) 1,245,000
GENCORP INC COM 45,614 11,653 34.31 2,475,000
MEADWESTVACO CORP COM 41,925 41,925 New 975,000
COMSTOCK RES INC COM NEW 40,858 -8,511 (17.24) 1,675,900
SYMANTEC CORP COM 40,062 40,062 New 1,650,000
WPX ENERGY INC COM 39,930 39,930 New 1,500,000
STEWART INFORMATION SVCS CORP COM 39,792 6,540 19.67 1,235,000
CARMIKE CINEMAS INC COM 34,669 -16,828 (32.68) 1,023,600
PETSMART INC COM 30,775 30,775 New 430,000
DSW INC CL A 29,265 29,265 New 945,861
COMMERCIAL METALS CO COM 24,183 -847 (3.38) 1,399,500
CUMULUS MEDIA INC CL A 21,573 21,573 New 4,700,000
TRONOX LTD SHS CL A 17,791 -68,271 (79.33) 586,000
HERCULES OFFSHORE INC COM 17,084 1,236 7.80 5,069,500
ROCK-TENN CO CL A 14,748 -21,157 (58.93) 300,000
ENERGY XXI BERMUDA LTD USD UNRS SHS 10,230 10,230 New 620,000