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) 939

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

Sector Weighting

Basic Materials 11.36%
Capital Goods 11.35%
Conglomerates
Consumer Cyclical 7.57%
Consumer/Non-Cyclical
Energy 11.11%
Financial 11.79%
Healthcare
Services 29.84%
Technology 7.53%
Transportation 9.45%
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 17,504 -67,169 (79.33) 586,000
MRC GLOBAL INC COM -27,357 Sold Out 0
ROCK-TENN CO CL A 14,315 -20,535 (58.93) 150,000
CARMIKE CINEMAS INC COM 35,898 -17,425 (32.68) 1,023,600
AGCO CORP COM 60,905 -15,190 (19.96) 1,245,000
RYMAN HOSPITALITY PPTYS INC COM 64,287 -8,632 (11.84) 1,304,000
COMSTOCK RES INC COM NEW 40,590 -8,455 (17.24) 1,675,900
SWS GROUP INC COM -3,922 Sold Out 0
ROYAL CARIBBEAN CRUISES LTD COM 68,581 -1,407 (2.01) 1,077,300
AEROPOSTALE COM -973 Sold Out 0
COMMERCIAL METALS CO COM 24,771 -867 (3.38) 1,399,500
AIRCASTLE LTD COM 32,691 New 1,699,100
HAWAIIAN HOLDINGS INC COM 88,765 New 5,661,017
VISHAY INTERTECHNOLOGY INC COM 30,683 New 1,978,251
HERCULES OFFSHORE INC COM 16,628 1,203 7.80 5,069,500
STEWART INFORMATION SVCS CORP COM 39,804 6,542 19.67 1,235,000
KAPSTONE PAPER & PACKAGING CRP COM 8,281 8,281 New 270,000
ASSURED GUARANTY LTD COM 70,890 9,452 15.39 3,000,000
ENERGY XXI BERMUDA LTD USD UNRS SHS 9,796 9,796 New 620,000
GENCORP INC COM 45,639 11,660 34.31 2,475,000


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