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) 783

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

Sector Weighting

Basic Materials 21.03%
Capital Goods 14.87%
Conglomerates
Consumer Cyclical 2.09%
Consumer/Non-Cyclical
Energy 8.99%
Financial 12.27%
Healthcare 0%
Services 27.41%
Technology 3.81%
Transportation 9.53%
Utilities

9 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AGCO CORP COM 82,598 13,163 18.96 1,555,517
TRONOX LTD SHS CL A 72,172 10,758 17.52 2,834,727
ASSURED GUARANTY LTD COM 60,970 32,497 114.13 2,600,000
COMSTOCK RES INC COM NEW 51,536 9,891 23.75 2,025,000
ROCK-TENN CO CL A 36,500 2,124 6.18 365,185
VISHAY INTERTECHNOLOGY INC COM 29,852 1,000 3.47 1,978,251
COMMERCIAL METALS CO COM 26,160 16,190 162.38 1,448,498
HERCULES OFFSHORE INC COM 18,858 18,858 New 4,702,700
DANA HLDG CORP COM 16,368 16,368 New 720,100