HIRZEL CAPITAL MANAGEMENT LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 30
New Positions 4
Increased Positions 9
Decreased Positions 21
Positions with Activity 30
Sold Out Positions 11
Total Mkt Value (in $ millions) 860

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

Sector Weighting

Basic Materials 5.69%
Capital Goods 3.22%
Conglomerates
Consumer Cyclical 7.6%
Consumer/Non-Cyclical
Energy 4.79%
Financial 10.63%
Healthcare
Services 33.07%
Technology 5.74%
Transportation 12.63%
Utilities

30 Positions as of 12/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AEROJET ROCKETDYNE HLDGS INC COM 27,653 -13,910 (33.47) 1,380,556
AGCO CORP COM -37,961 Sold Out 0
AIRCASTLE LTD COM 38,078 -3,258 (7.88) 1,549,790
AMERICAN AIRLS GROUP INC COM 83,161 83,161 New 1,683,755
ASSURED GUARANTY LTD COM 45,965 -25,924 (36.06) 1,775,414
CABELAS INC COM 7,316 7,316 New 135,060
CARMIKE CINEMAS INC COM 25,403 -6,144 (19.48) 824,253
CIMAREX ENERGY CO COM 41,135 41,135 New 335,000
COMMERCIAL METALS CO COM -15,169 Sold Out 0
COMSTOCK RES INC COM NEW -6,822 Sold Out 0
CUMULUS MEDIA INC CL A -9,729 Sold Out 0
DANA HLDG CORP COM 65,288 5,801 9.75 3,040,907
DSW INC CL A 43,095 7,210 20.09 1,184,244
ENERGY XXI LTD USD UNRS SHS -4,872 Sold Out 0
FINISAR CORP COM NEW -70,653 Sold Out 0
GNC HLDGS INC COM CL A 42,135 -11,754 (21.81) 963,956
HAWAIIAN HOLDINGS INC COM 108,579 -27,002 (19.92) 4,533,573
HERCULES OFFSHORE INC COM -3,743 Sold Out 0
KAPSTONE PAPER & PACKAGING CRP COM -9,768 Sold Out 0
MEADWESTVACO CORP COM 48,952 -38,822 (44.23) 989,928