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

13 INCREASED 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 70,950 9,460 15.39 3,000,000
DANA HLDG CORP COM 62,832 47,623 313.14 2,975,000
GENCORP INC COM 42,842 10,945 34.31 2,475,000
MEADWESTVACO CORP COM 41,350 41,350 New 975,000
SYMANTEC CORP COM 39,947 39,947 New 1,650,000
STEWART INFORMATION SVCS CORP COM 39,162 6,436 19.67 1,235,000
WPX ENERGY INC COM 39,075 39,075 New 1,500,000
PETSMART INC COM 30,474 30,474 New 430,000
DSW INC CL A 28,962 28,962 New 945,861
CUMULUS MEDIA INC CL A 18,612 18,612 New 4,700,000
HERCULES OFFSHORE INC COM 15,614 1,130 7.80 5,069,500
ENERGY XXI BERMUDA LTD USD UNRS SHS 8,878 8,878 New 620,000
KAPSTONE PAPER & PACKAGING CRP COM 8,200 8,200 New 270,000