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) 791

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

Sector Weighting

Basic Materials 20.69%
Capital Goods 15.11%
Conglomerates
Consumer Cyclical 2.2%
Consumer/Non-Cyclical
Energy 9.49%
Financial 11.9%
Healthcare 0%
Services 27.16%
Technology 3.86%
Transportation 9.59%
Utilities

14 DECREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
RYMAN HOSPITALITY PPTYS INC COM 71,914 -12,441 (14.75) 1,479,100
STEWART INFORMATION SVCS CORP COM 31,270 -983 (3.05) 1,032,023
MRC GLOBAL INC COM 30,415 -10,116 (24.96) 1,100,000
AIRCASTLE LTD COM 29,887 -794 (2.59) 1,699,100
SWS GROUP INC COM 3,853 -7,725 (66.72) 530,000
AEROPOSTALE COM 837 -14,909 (94.68) 251,500
CHESAPEAKE ENERGY CORP COM -21,722 Sold Out 0
HOLOGIC INC COM -5,333 Sold Out 0
MCDERMOTT INTL INC COM -19,200 Sold Out 0
MGIC INVT CORP WIS COM -22,050 Sold Out 0
RADIAN GROUP INC COM -19,141 Sold Out 0
SEVENTY SEVEN ENERGY INC COM -19,133 Sold Out 0
VIOLIN MEMORY INC COM -1,330 Sold Out 0
WPX ENERGY INC COM -34,678 Sold Out 0