HIRZEL CAPITAL MANAGEMENT LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 27
New Positions 8
Increased Positions 13
Decreased Positions 11
Positions with Activity 24
Sold Out Positions 3
Total Mkt Value (in $ millions) 900

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

Sector Weighting

Basic Materials 11.77%
Capital Goods 10.99%
Conglomerates
Consumer Cyclical 6.88%
Consumer/Non-Cyclical
Energy 10.26%
Financial 11.96%
Healthcare
Services 30.89%
Technology 7.85%
Transportation 9.41%
Utilities

27 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
AEROPOSTALE COM -933 Sold Out 0
MRC GLOBAL INC COM -27,621 Sold Out 0
SWS GROUP INC COM -3,742 Sold Out 0
KAPSTONE PAPER & PACKAGING CRP COM 7,935 7,935 New 270,000
ENERGY XXI BERMUDA LTD USD UNRS SHS 8,643 8,643 New 620,000
HERCULES OFFSHORE INC COM 12,116 877 7.80 5,069,500
ROCK-TENN CO CL A 15,042 -21,579 (58.93) 300,000
TRONOX LTD SHS CL A 16,197 -62,155 (79.33) 586,000
CUMULUS MEDIA INC CL A 19,787 19,787 New 4,700,000
COMMERCIAL METALS CO COM 25,527 -894 (3.38) 1,399,500
DSW INC CL A 29,293 29,293 New 945,861
AIRCASTLE LTD COM 29,530 New 1,699,100
PETSMART INC COM 30,328 30,328 New 430,000
VISHAY INTERTECHNOLOGY INC COM 30,346 New 1,978,251
CARMIKE CINEMAS INC COM 32,970 -16,004 (32.68) 1,023,600
COMSTOCK RES INC COM NEW 33,401 -6,958 (17.24) 1,675,900
STEWART INFORMATION SVCS CORP COM 37,890 6,227 19.67 1,235,000
WPX ENERGY INC COM 38,100 38,100 New 1,500,000
SYMANTEC CORP COM 40,244 40,244 New 1,650,000
MEADWESTVACO CORP COM 41,184 41,184 New 975,000


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