HIRZEL CAPITAL MANAGEMENT LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 31
New Positions 4
Increased Positions 9
Decreased Positions 22
Positions with Activity 31
Sold Out Positions 12
Total Mkt Value (in $ millions) 846

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

Sector Weighting

Basic Materials 6.31%
Capital Goods 3.15%
Conglomerates
Consumer Cyclical 7.91%
Consumer/Non-Cyclical
Energy 4.46%
Financial 10.97%
Healthcare
Services 33.82%
Technology 6.16%
Transportation 10.17%
Utilities

31 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
AGCO CORP COM -36,633 Sold Out 0
COMMERCIAL METALS CO COM -14,054 Sold Out 0
COMSTOCK RES INC COM NEW -7,092 Sold Out 0
CUMULUS MEDIA INC CL A -18,095 Sold Out 0
ENERGY XXI LTD USD UNRS SHS -5,242 Sold Out 0
FINISAR CORP COM NEW -71,091 Sold Out 0
HERCULES OFFSHORE INC COM -3,191 Sold Out 0
KAPSTONE PAPER & PACKAGING CRP COM -11,958 Sold Out 0
PETSMART INC COM -28,626 Sold Out 0
RF MICRODEVICES INC COM -1,659 Sold Out 0
ROYAL CARIBBEAN CRUISES LTD COM -12,639 Sold Out 0
TRIQUINT SEMICONDUCTOR INC COM -2,755 Sold Out 0
MEADWESTVACO CORP COM 53,407 -42,355 (44.23) 989,928
VISHAY INTERTECHNOLOGY INC COM 17,103 -11,364 (39.92) 1,188,551
ASSURED GUARANTY LTD COM 47,031 -26,525 (36.06) 1,775,414
SYMANTEC CORP COM 23,134 -11,936 (34.03) 923,528
GENCORP INC COM 26,700 -13,431 (33.47) 1,380,556
GNC HLDGS INC COM CL A 46,443 -12,956 (21.81) 963,956
HAWAIIAN HOLDINGS INC COM 86,093 -21,410 (19.92) 4,533,573
CARMIKE CINEMAS INC COM 25,840 -6,250 (19.48) 824,253