HIRZEL CAPITAL MANAGEMENT LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 31
New Positions 4
Increased Positions 9
Decreased Positions 22
Positions with Activity 31
Sold Out Positions 12
Total Mkt Value (in $ millions) 842

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

Sector Weighting

Basic Materials 6.06%
Capital Goods 3.17%
Conglomerates
Consumer Cyclical 8.03%
Consumer/Non-Cyclical
Energy 4.38%
Financial 10.87%
Healthcare
Services 34.23%
Technology 6.13%
Transportation 9.99%
Utilities

9 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
RYMAN HOSPITALITY PPTYS INC COM 93,810 21,465 29.67 1,535,099
AMERICAN AIRLS GROUP INC COM 82,420 82,420 New 1,683,755
DANA HLDG CORP COM 67,660 6,011 9.75 3,040,907
VOYA FINL INC COM 62,047 8,776 16.48 1,400,612
DSW INC CL A 44,220 7,398 20.09 1,184,244
CIMAREX ENERGY CO COM 36,867 36,867 New 335,000
RENT A CTR INC NEW COM 35,321 23,367 195.48 1,299,037
ON SEMICONDUCTOR CORP COM 12,047 12,047 New 925,300
CABELAS INC COM 7,436 7,436 New 135,060