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) 859

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

Sector Weighting

Basic Materials 11.8%
Capital Goods 11.42%
Conglomerates
Consumer Cyclical 6.93%
Consumer/Non-Cyclical
Energy 6.98%
Financial 12.82%
Healthcare
Services 31.55%
Technology 7.8%
Transportation 10.7%
Utilities

27 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
AEROPOSTALE COM -729 Sold Out 0
MRC GLOBAL INC COM -23,287 Sold Out 0
SWS GROUP INC COM -3,763 Sold Out 0
TRONOX LTD SHS CL A 13,583 -52,125 (79.33) 586,000
ROCK-TENN CO CL A 15,147 -21,729 (58.93) 300,000
CARMIKE CINEMAS INC COM 31,752 -15,412 (32.68) 1,023,600
AGCO CORP COM 56,399 -14,066 (19.96) 1,245,000
COMSTOCK RES INC COM NEW 19,139 -3,987 (17.24) 1,675,900
RYMAN HOSPITALITY PPTYS INC COM 61,927 -8,315 (11.84) 1,304,000
COMMERCIAL METALS CO COM 23,218 -813 (3.38) 1,399,500
ROYAL CARIBBEAN CRUISES LTD COM 69,540 -1,427 (2.01) 1,077,300
AIRCASTLE LTD COM 30,907 New 1,699,100
CUMULUS MEDIA INC CL A 18,095 18,095 New 4,700,000
DSW INC CL A 28,981 28,981 New 945,861
ENERGY XXI BERMUDA LTD USD UNRS SHS 4,693 4,693 New 620,000
HAWAIIAN HOLDINGS INC COM 91,878 New 5,661,017
KAPSTONE PAPER & PACKAGING CRP COM 7,641 7,641 New 270,000
MEADWESTVACO CORP COM 41,798 41,798 New 975,000
PETSMART INC COM 29,864 29,864 New 430,000
SYMANTEC CORP COM 39,567 39,567 New 1,650,000


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