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) 952

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

Sector Weighting

Basic Materials 11.03%
Capital Goods 7.05%
Conglomerates
Consumer Cyclical 6.2%
Consumer/Non-Cyclical
Energy 2.89%
Financial 12.16%
Healthcare
Services 30.18%
Technology 13.3%
Transportation 11.88%
Utilities

30 Positions as of 09/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
CUMULUS MEDIA INC CL A 19,153 New 4,700,000
DSW INC CL A 34,169 1,395 4.26 986,118
ROCK-TENN CO CL A -16,935 Sold Out 0
AGCO CORP COM 31,984 -22,311 (41.09) 733,399
AIRCASTLE LTD COM 34,523 -343 (0.98) 1,682,400
ASSURED GUARANTY LTD COM 71,390 -5,740 (7.44) 2,776,726
CARMIKE CINEMAS INC COM 30,452 New 1,023,600
COMMERCIAL METALS CO COM 15,526 -8,238 (34.67) 914,356
DANA HLDG CORP COM 59,044 -4,353 (6.87) 2,770,729
GENCORP INC COM 35,151 -6,776 (16.16) 2,075,000
HAWAIIAN HOLDINGS INC COM 113,107 New 5,661,017
HERCULES OFFSHORE INC COM 6,019 -952 (13.65) 4,377,500
KAPSTONE PAPER & PACKAGING CRP COM 10,109 2,120 26.54 341,650
MEADWESTVACO CORP COM 79,396 35,784 82.05 1,775,000
PETSMART INC COM 27,006 -6,624 (19.7) 345,302
RENT A CTR INC NEW COM 14,697 14,697 New 439,644
RF MICRODEVICES INC COM 1,489 1,489 New 100,000
ROYAL CARIBBEAN CRUISES LTD COM 11,559 -64,111 (84.72) 164,564
RYMAN HOSPITALITY PPTYS INC COM 61,205 -6,212 (9.21) 1,183,846
STEWART INFORMATION SVCS CORP COM 44,361 New 1,235,000