HIRZEL CAPITAL MANAGEMENT LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 27
New Positions 2
Increased Positions 9
Decreased Positions 14
Positions with Activity 23
Sold Out Positions 8
Total Mkt Value (in $ millions) 793

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

Sector Weighting

Basic Materials 21.26%
Capital Goods 14.57%
Conglomerates
Consumer Cyclical 2.1%
Consumer/Non-Cyclical
Energy 8.87%
Financial 12.14%
Healthcare 0%
Services 27.53%
Technology 3.75%
Transportation 9.79%
Utilities

27 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
CHESAPEAKE ENERGY CORP COM -20,727 Sold Out 0
HOLOGIC INC COM -5,396 Sold Out 0
MCDERMOTT INTL INC COM -19,299 Sold Out 0
MGIC INVT CORP WIS COM -19,334 Sold Out 0
RADIAN GROUP INC COM -18,012 Sold Out 0
SEVENTY SEVEN ENERGY INC COM -18,533 Sold Out 0
VIOLIN MEMORY INC COM -1,333 Sold Out 0
WPX ENERGY INC COM -33,643 Sold Out 0
AEROPOSTALE COM 817 -14,551 (94.68) 251,500
SWS GROUP INC COM 3,821 -7,661 (66.72) 530,000
MRC GLOBAL INC COM 30,789 -10,240 (24.96) 1,100,000
RYMAN HOSPITALITY PPTYS INC COM 72,875 -12,607 (14.75) 1,479,100
STEWART INFORMATION SVCS CORP COM 31,136 -979 (3.05) 1,032,023
AIRCASTLE LTD COM 30,176 -802 (2.59) 1,699,100
CARMIKE CINEMAS INC COM 47,712 New 1,520,455
DANA HLDG CORP COM 16,663 16,663 New 720,100
GENCORP INC COM 33,187 New 1,842,693
HAWAIIAN HOLDINGS INC COM 77,556 New 5,661,017
HERCULES OFFSHORE INC COM 17,259 17,259 New 4,702,700
ROYAL CARIBBEAN CRUISES LTD COM 66,580 New 1,099,401