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) 1,000

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

Sector Weighting

Basic Materials 10.53%
Capital Goods 7.18%
Conglomerates
Consumer Cyclical 6%
Consumer/Non-Cyclical
Energy 1.75%
Financial 11.94%
Healthcare
Services 29.78%
Technology 13.66%
Transportation 13.97%
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 13,539 -75,091 (84.72) 164,564
AGCO CORP COM 33,795 -23,575 (41.09) 733,399
ROCK-TENN CO CL A -18,444 Sold Out 0
WPX ENERGY INC COM -17,460 Sold Out 0
TRONOX LTD SHS CL A -14,140 Sold Out 0
COMMERCIAL METALS CO COM 14,840 -7,874 (34.67) 914,356
GENCORP INC COM 38,056 -7,336 (16.16) 2,075,000
PETSMART INC COM 28,042 -6,878 (19.7) 345,302
SYMANTEC CORP COM 37,156 -6,635 (15.15) 1,400,000
RYMAN HOSPITALITY PPTYS INC COM 64,567 -6,553 (9.21) 1,183,846
ASSURED GUARANTY LTD COM 73,306 -5,894 (7.44) 2,776,726
DANA HLDG CORP COM 60,042 -4,427 (6.87) 2,770,729
COMSTOCK RES INC COM NEW 9,213 -2,217 (19.39) 1,350,900
HERCULES OFFSHORE INC COM 4,509 -713 (13.65) 4,377,500
AIRCASTLE LTD COM 35,886 -356 (0.98) 1,682,400
CARMIKE CINEMAS INC COM 27,136 New 1,023,600
CUMULUS MEDIA INC CL A 19,717 New 4,700,000
HAWAIIAN HOLDINGS INC COM 139,714 New 5,661,017
STEWART INFORMATION SVCS CORP COM 46,140 New 1,235,000
VISHAY INTERTECHNOLOGY INC COM 28,447 New 1,978,251


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