HIRZEL CAPITAL MANAGEMENT LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 30
New Positions 4
Increased Positions 9
Decreased Positions 21
Positions with Activity 30
Sold Out Positions 11
Total Mkt Value (in $ millions) 858

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

Sector Weighting

Basic Materials 5.71%
Capital Goods 3.69%
Conglomerates
Consumer Cyclical 7.27%
Consumer/Non-Cyclical
Energy 4.39%
Financial 10.88%
Healthcare
Services 33.46%
Technology 5.64%
Transportation 11.56%
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 93,411 21,374 29.67 1,535,099
AMERICAN AIRLS GROUP INC COM 88,667 88,667 New 1,683,755
DANA HLDG CORP COM 62,399 5,544 9.75 3,040,907
VOYA FINL INC COM 60,661 8,580 16.48 1,400,612
DSW INC CL A 43,284 7,242 20.09 1,184,244
CIMAREX ENERGY CO COM 37,688 37,688 New 335,000
RENT A CTR INC NEW COM 35,801 23,685 195.48 1,299,037
ON SEMICONDUCTOR CORP COM 10,919 10,919 New 925,300
CABELAS INC COM 7,669 7,669 New 135,060