HIRZEL CAPITAL MANAGEMENT LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 24
New Positions 5
Increased Positions 17
Decreased Positions 5
Positions with Activity 22
Sold Out Positions 0
Total Mkt Value (in $ millions) 840

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

Sector Weighting

Basic Materials 17.77%
Capital Goods 12.62%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 13.81%
Financial 13.99%
Healthcare 0.52%
Services 28.56%
Technology 3.36%
Transportation 9.22%
Utilities

24 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
HOLOGIC INC COM 4,364 -43,889 (90.96) 210,526
VIOLIN MEMORY INC COM 1,317 1,317 New 332,482
ROCK-TENN CO CL A 34,256 14,361 72.19 343,932
COMMERCIAL METALS CO COM 10,500 10,500 New 552,068
CHESAPEAKE ENERGY CORP COM 21,608 21,608 New 759,233
STEWART INFORMATION SVCS CORP COM 34,212 10,606 44.93 1,064,463
ROYAL CARIBBEAN CRUISES LTD COM 57,257 3,906 7.32 1,099,401
ASSURED GUARANTY LTD COM 29,420 29,420 New 1,214,200
AGCO CORP COM 74,155 12,857 20.97 1,307,617
RADIAN GROUP INC COM 19,685 New 1,360,399
MRC GLOBAL INC COM 42,217 1,875 4.65 1,465,861
CARMIKE CINEMAS INC COM 47,073 -7,179 (13.23) 1,520,455
WPX ENERGY INC COM 33,236 -19,716 (37.23) 1,566,992
SWS GROUP INC COM 12,597 316 2.58 1,592,548
COMSTOCK RES INC COM NEW 43,952 2,895 7.05 1,636,355
RYMAN HOSPITALITY PPTYS INC COM 80,399 8,874 12.41 1,734,978
AIRCASTLE LTD COM 32,809 -2,532 (7.17) 1,744,230
GENCORP INC COM 31,879 -1,142 (3.46) 1,842,693
VISHAY INTERTECHNOLOGY INC COM 28,202 28,202 New 1,911,977
TRONOX LTD SHS CL A 62,283 35,930 136.35 2,412,199


Create your free portfolio