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) 784

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

Sector Weighting

Basic Materials 20.74%
Capital Goods 14.91%
Conglomerates
Consumer Cyclical 2.19%
Consumer/Non-Cyclical
Energy 9.11%
Financial 12.05%
Healthcare 0%
Services 27.37%
Technology 3.85%
Transportation 9.78%
Utilities

27 Positions as of 03/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AEROPOSTALE COM 805 -14,327 (94.68) 251,500
AGCO CORP COM 83,251 13,268 18.96 1,555,517
AIRCASTLE LTD COM 29,683 -788 (2.59) 1,699,100
ASSURED GUARANTY LTD COM 59,462 31,693 114.13 2,600,000
CARMIKE CINEMAS INC COM 50,677 New 1,520,455
CHESAPEAKE ENERGY CORP COM -21,395 Sold Out 0
COMMERCIAL METALS CO COM 24,943 15,437 162.38 1,448,498
COMSTOCK RES INC COM NEW 52,731 10,120 23.75 2,025,000
DANA HLDG CORP COM 17,174 17,174 New 720,100
GENCORP INC COM 33,666 New 1,842,693
HAWAIIAN HOLDINGS INC COM 76,707 New 5,661,017
HERCULES OFFSHORE INC COM 18,717 18,717 New 4,702,700
HOLOGIC INC COM -5,411 Sold Out 0
MCDERMOTT INTL INC COM -18,119 Sold Out 0
MGIC INVT CORP WIS COM -20,280 Sold Out 0
MRC GLOBAL INC COM 30,228 -10,054 (24.96) 1,100,000
RADIAN GROUP INC COM -18,733 Sold Out 0
ROCK-TENN CO CL A 36,818 2,143 6.18 365,185
ROYAL CARIBBEAN CRUISES LTD COM 60,434 New 1,099,401
RYMAN HOSPITALITY PPTYS INC COM 73,023 -12,633 (14.75) 1,479,100


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