HIRZEL CAPITAL MANAGEMENT LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 25
New Positions 6
Increased Positions 11
Decreased Positions 11
Positions with Activity 22
Sold Out Positions 3
Total Mkt Value (in $ millions) 982

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

Sector Weighting

Basic Materials 0%
Capital Goods 0%
Conglomerates
Consumer Cyclical 4.03%
Consumer/Non-Cyclical
Energy 15.62%
Financial 12.21%
Healthcare 4.24%
Services 27.73%
Technology 10.28%
Transportation 11.36%
Utilities

25 Positions as of 03/31/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
DSW INC CL A 29,273 -12,566 (30.04) 828,559
AEROJET ROCKETDYNE HLDGS INC COM -28,605 Sold Out 0
AIRCASTLE LTD COM 17,140 -21,015 (55.08) 696,200
AMERICAN AIRLS GROUP INC COM 42,610 -29,135 (40.61) 1,000,000
ASSURED GUARANTY LTD COM 50,937 New 1,775,414
BROOKDALE SR LIVING INC COM 41,657 41,657 New 1,100,000
CABELAS INC COM 91,153 84,169 1,205.18 1,762,773
CALIFORNIA RES CORP COM 29,951 29,951 New 3,675,000
CARMIKE CINEMAS INC COM 15,403 -7,981 (34.13) 542,925
CARRIZO OIL & GAS INC COM 6,336 6,336 New 125,000
CIMAREX ENERGY CO COM 45,443 5,799 14.63 384,000
DANA HLDG CORP COM 39,633 -27,663 (41.11) 1,790,907
HAWAIIAN HOLDINGS INC COM 111,571 New 4,533,573
MEADWESTVACO CORP COM -51,199 Sold Out 0
ON SEMICONDUCTOR CORP COM 64,883 53,168 453.87 5,125,000
RANGE RES CORP COM 91,534 91,534 New 1,560,946
RENT A CTR INC NEW COM 65,980 24,541 59.22 2,068,338
RYMAN HOSPITALITY PPTYS INC COM 53,466 -32,929 (38.12) 950,000
STEWART INFORMATION SVCS CORP COM 41,907 -3,260 (7.22) 1,144,062
SYMANTEC CORP COM 22,964 New 923,528


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