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) 855

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 3.89%
Consumer/Non-Cyclical
Energy 13.14%
Financial 13.4%
Healthcare 4.26%
Services 28.71%
Technology 10.19%
Transportation 11.52%
Utilities

25 Positions as of 03/31/2015

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AEROJET ROCKETDYNE HLDGS INC COM -32,319 Sold Out 0
AIRCASTLE LTD COM 16,758 -20,546 (55.08) 696,200
AMERICAN AIRLS GROUP INC COM 40,100 -27,419 (40.61) 1,000,000
ASSURED GUARANTY LTD COM 43,427 New 1,775,414
BROOKDALE SR LIVING INC COM 36,443 36,443 New 1,100,000
CABELAS INC COM 78,320 72,319 1,205.18 1,762,773
CALIFORNIA RES CORP COM 15,545 15,545 New 3,675,000
CARMIKE CINEMAS INC COM 13,600 -7,047 (34.13) 542,925
CARRIZO OIL & GAS INC COM 4,766 4,766 New 125,000
CIMAREX ENERGY CO COM 39,982 5,102 14.63 384,000
DANA HLDG CORP COM 33,239 -23,200 (41.11) 1,790,907
DSW INC CL A 26,945 -11,567 (30.04) 828,559
GENWORTH FINL INC COM CL A 24,009 24,009 New 3,425,000
GNC HLDGS INC COM CL A -47,436 Sold Out 0
HAWAIIAN HOLDINGS INC COM 98,469 New 4,533,573
MEADWESTVACO CORP COM -47,814 Sold Out 0
ON SEMICONDUCTOR CORP COM 54,428 44,601 453.87 5,125,000
RANGE RES CORP COM 61,408 61,408 New 1,560,946
RENT A CTR INC NEW COM 55,411 20,610 59.22 2,068,338
RYMAN HOSPITALITY PPTYS INC COM 54,321 -33,456 (38.12) 950,000