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) 913

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

Sector Weighting

Basic Materials 11.69%
Capital Goods 10.98%
Conglomerates
Consumer Cyclical 6.88%
Consumer/Non-Cyclical
Energy 10.83%
Financial 12.07%
Healthcare
Services 30.39%
Technology 7.79%
Transportation 9.38%
Utilities

27 Positions as of 06/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
CUMULUS MEDIA INC CL A 20,257 20,257 New 4,700,000
DSW INC CL A 28,991 28,991 New 945,861
ROCK-TENN CO CL A 14,943 -21,437 (58.93) 300,000
AEROPOSTALE COM -946 Sold Out 0
AGCO CORP COM 57,768 -14,408 (19.96) 1,245,000
AIRCASTLE LTD COM 30,363 New 1,699,100
ASSURED GUARANTY LTD COM 70,980 9,464 15.39 3,000,000
CARMIKE CINEMAS INC COM 32,704 -15,875 (32.68) 1,023,600
COMMERCIAL METALS CO COM 25,737 -901 (3.38) 1,399,500
DANA HLDG CORP COM 62,832 47,623 313.14 2,975,000
GENCORP INC COM 42,422 10,838 34.31 2,475,000
HAWAIIAN HOLDINGS INC COM 85,595 New 5,661,017
HERCULES OFFSHORE INC COM 15,411 1,115 7.80 5,069,500
KAPSTONE PAPER & PACKAGING CRP COM 8,108 8,108 New 270,000
MEADWESTVACO CORP COM 41,126 41,126 New 975,000
MRC GLOBAL INC COM -27,599 Sold Out 0
PETSMART INC COM 30,521 30,521 New 430,000
ROYAL CARIBBEAN CRUISES LTD COM 73,181 -1,501 (2.01) 1,077,300
RYMAN HOSPITALITY PPTYS INC COM 61,379 -8,242 (11.84) 1,304,000
STEWART INFORMATION SVCS CORP COM 39,199 6,442 19.67 1,235,000