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) 857

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

Sector Weighting

Basic Materials 11.78%
Capital Goods 11.22%
Conglomerates
Consumer Cyclical 6.66%
Consumer/Non-Cyclical
Energy 9.98%
Financial 11.99%
Healthcare
Services 31.66%
Technology 7.83%
Transportation 8.89%
Utilities

27 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ROCK-TENN CO CL A 14,274 -20,477 (58.93) 300,000
HERCULES OFFSHORE INC COM 11,153 807 7.80 5,069,500
KAPSTONE PAPER & PACKAGING CRP COM 7,552 7,552 New 270,000
ENERGY XXI BERMUDA LTD USD UNRS SHS 7,037 7,037 New 620,000
AEROPOSTALE COM -827 Sold Out 0
MRC GLOBAL INC COM -25,652 Sold Out 0
SWS GROUP INC COM -3,652 Sold Out 0