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 ▲
AGCO CORP COM -37,961 Sold Out 0
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
ENERGY XXI LTD USD UNRS SHS -4,872 Sold Out 0
FINISAR CORP COM NEW -70,653 Sold Out 0
HERCULES OFFSHORE INC COM -3,743 Sold Out 0
KAPSTONE PAPER & PACKAGING CRP COM -9,768 Sold Out 0
RF MICRODEVICES INC COM -1,659 Sold Out 0
ROYAL CARIBBEAN CRUISES LTD COM -11,180 Sold Out 0
TRIQUINT SEMICONDUCTOR INC COM -2,755 Sold Out 0
CABELAS INC COM 7,316 7,316 New 135,060
CIMAREX ENERGY CO COM 41,135 41,135 New 335,000
CARMIKE CINEMAS INC COM 25,403 -6,144 (19.48) 824,253
SYMANTEC CORP COM 23,213 -11,976 (34.03) 923,528
ON SEMICONDUCTOR CORP COM 10,928 10,928 New 925,300
GNC HLDGS INC COM CL A 42,135 -11,754 (21.81) 963,956
MEADWESTVACO CORP COM 48,952 -38,822 (44.23) 989,928
DSW INC CL A 43,095 7,210 20.09 1,184,244
VISHAY INTERTECHNOLOGY INC COM 15,190 -10,092 (39.92) 1,188,551


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