HIRZEL CAPITAL MANAGEMENT LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 24
New Positions 5
Increased Positions 17
Decreased Positions 5
Positions with Activity 22
Sold Out Positions 0
Total Mkt Value (in $ millions) 825

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

Sector Weighting

Basic Materials 17.71%
Capital Goods 12.82%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 13.73%
Financial 13.9%
Healthcare 0.53%
Services 28.77%
Technology 3.39%
Transportation 9%
Utilities

24 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
HOLOGIC INC COM 4,377 -44,016 (90.96) 210,526
WPX ENERGY INC COM 31,763 -18,842 (37.23) 1,566,992
CARMIKE CINEMAS INC COM 47,043 -7,175 (13.23) 1,520,455
AIRCASTLE LTD COM 32,512 -2,510 (7.17) 1,744,230
GENCORP INC COM 31,713 -1,136 (3.46) 1,842,693
MGIC INVT CORP WIS COM 20,183 New 2,425,786
RADIAN GROUP INC COM 18,923 New 1,360,399
SWS GROUP INC COM 12,486 314 2.58 1,592,548
VIOLIN MEMORY INC COM 1,267 1,267 New 332,482
MRC GLOBAL INC COM 41,059 1,824 4.65 1,465,861
COMSTOCK RES INC COM NEW 43,200 2,845 7.05 1,636,355
ROYAL CARIBBEAN CRUISES LTD COM 56,443 3,851 7.32 1,099,401
HAWAIIAN HOLDINGS INC COM 74,216 6,815 10.11 5,661,017
MCDERMOTT INTL INC COM 16,889 7,010 70.95 2,458,434
RYMAN HOSPITALITY PPTYS INC COM 80,208 8,853 12.41 1,734,978
STEWART INFORMATION SVCS CORP COM 34,084 10,567 44.93 1,064,463
COMMERCIAL METALS CO COM 10,727 10,727 New 552,068
AGCO CORP COM 74,050 12,839 20.97 1,307,617
ROCK-TENN CO CL A 34,039 14,270 72.19 343,932
AEROPOSTALE COM 21,184 16,652 367.43 4,728,665