HIRZEL CAPITAL MANAGEMENT LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 30
New Positions 6
Increased Positions 10
Decreased Positions 15
Positions with Activity 25
Sold Out Positions 3
Total Mkt Value (in $ millions) 933

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

Sector Weighting

Basic Materials 11.97%
Capital Goods 7.14%
Conglomerates
Consumer Cyclical 6.2%
Consumer/Non-Cyclical
Energy 1.29%
Financial 12%
Healthcare
Services 30.95%
Technology 13.63%
Transportation 11.79%
Utilities

30 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
ROYAL CARIBBEAN CRUISES LTD COM 12,433 -68,957 (84.72) 164,564
AGCO CORP COM 31,786 -22,173 (41.09) 733,399
ROCK-TENN CO CL A -19,470 Sold Out 0
WPX ENERGY INC COM -15,990 Sold Out 0
TRONOX LTD SHS CL A -12,388 Sold Out 0
PETSMART INC COM 28,213 -6,920 (19.7) 345,302
GENCORP INC COM 34,860 -6,720 (16.16) 2,075,000
RYMAN HOSPITALITY PPTYS INC COM 64,993 -6,596 (9.21) 1,183,846
COMMERCIAL METALS CO COM 12,271 -6,511 (34.67) 914,356
SYMANTEC CORP COM 34,678 -6,193 (15.15) 1,400,000
ASSURED GUARANTY LTD COM 67,808 -5,452 (7.44) 2,776,726
DANA HLDG CORP COM 57,825 -4,263 (6.87) 2,770,729
COMSTOCK RES INC COM NEW 5,458 -1,313 (19.39) 1,350,900
HERCULES OFFSHORE INC COM 3,152 -498 (13.65) 4,377,500
AIRCASTLE LTD COM 33,749 -335 (0.98) 1,682,400
CARMIKE CINEMAS INC COM 28,323 New 1,023,600
CUMULUS MEDIA INC CL A 16,356 New 4,700,000
HAWAIIAN HOLDINGS INC COM 110,050 New 5,661,017
STEWART INFORMATION SVCS CORP COM 44,213 New 1,235,000
VISHAY INTERTECHNOLOGY INC COM 26,944 New 1,978,251