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) 913

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

Sector Weighting

Basic Materials 11.69%
Capital Goods 10.98%
Conglomerates
Consumer Cyclical 6.88%
Consumer/Non-Cyclical
Energy 10.83%
Financial 12.07%
Healthcare
Services 30.39%
Technology 7.79%
Transportation 9.38%
Utilities

8 New Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MEADWESTVACO CORP COM 41,126 41,126 New 975,000
SYMANTEC CORP COM 40,425 40,425 New 1,650,000
WPX ENERGY INC COM 38,835 38,835 New 1,500,000
PETSMART INC COM 30,521 30,521 New 430,000
DSW INC CL A 28,991 28,991 New 945,861
CUMULUS MEDIA INC CL A 20,257 20,257 New 4,700,000
ENERGY XXI BERMUDA LTD USD UNRS SHS 9,033 9,033 New 620,000
KAPSTONE PAPER & PACKAGING CRP COM 8,108 8,108 New 270,000