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) 814

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

Sector Weighting

Basic Materials 11.82%
Capital Goods 11.55%
Conglomerates
Consumer Cyclical 6.39%
Consumer/Non-Cyclical
Energy 7.58%
Financial 12.59%
Healthcare
Services 32.15%
Technology 7.84%
Transportation 10.08%
Utilities

27 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TRONOX LTD SHS CL A 13,279 -50,956 (79.33) 586,000
HERCULES OFFSHORE INC COM 9,176 664 7.80 5,069,500
KAPSTONE PAPER & PACKAGING CRP COM 7,128 7,128 New 270,000
ENERGY XXI BERMUDA LTD USD UNRS SHS 4,762 4,762 New 620,000
AEROPOSTALE COM -737 Sold Out 0
MRC GLOBAL INC COM -22,187 Sold Out 0
SWS GROUP INC COM -3,705 Sold Out 0