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) 912

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

Sector Weighting

Basic Materials 11.65%
Capital Goods 11.04%
Conglomerates
Consumer Cyclical 6.89%
Consumer/Non-Cyclical
Energy 10.91%
Financial 12.07%
Healthcare
Services 30.18%
Technology 7.76%
Transportation 9.5%
Utilities

11 DECREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ROYAL CARIBBEAN CRUISES LTD COM 72,201 -1,481 (2.01) 1,077,300
RYMAN HOSPITALITY PPTYS INC COM 61,588 -8,270 (11.84) 1,304,000
AGCO CORP COM 57,805 -14,417 (19.96) 1,245,000
COMSTOCK RES INC COM NEW 35,931 -7,485 (17.24) 1,675,900
CARMIKE CINEMAS INC COM 32,806 -15,924 (32.68) 1,023,600
COMMERCIAL METALS CO COM 24,617 -862 (3.38) 1,399,500
TRONOX LTD SHS CL A 16,754 -64,291 (79.33) 586,000
ROCK-TENN CO CL A 15,345 -22,013 (58.93) 300,000
AEROPOSTALE COM -941 Sold Out 0
MRC GLOBAL INC COM -27,456 Sold Out 0
SWS GROUP INC COM -3,763 Sold Out 0