HIRZEL CAPITAL MANAGEMENT LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 30
New Positions 6
Increased Positions 10
Decreased Positions 15
Positions with Activity 25
Sold Out Positions 3
Total Mkt Value (in $ millions) 1,000

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

Sector Weighting

Basic Materials 10.53%
Capital Goods 7.18%
Conglomerates
Consumer Cyclical 6%
Consumer/Non-Cyclical
Energy 1.75%
Financial 11.94%
Healthcare
Services 29.78%
Technology 13.66%
Transportation 13.97%
Utilities

30 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
ROCK-TENN CO CL A -18,444 Sold Out 0
TRONOX LTD SHS CL A -14,140 Sold Out 0
WPX ENERGY INC COM -17,460 Sold Out 0
RF MICRODEVICES INC COM 1,673 1,673 New 100,000
TRIQUINT SEMICONDUCTOR INC COM 2,795 2,795 New 100,000
ENERGY XXI LTD USD UNRS SHS 3,810 1,764 86.22 1,154,551
HERCULES OFFSHORE INC COM 4,509 -713 (13.65) 4,377,500
COMSTOCK RES INC COM NEW 9,213 -2,217 (19.39) 1,350,900
KAPSTONE PAPER & PACKAGING CRP COM 10,246 2,149 26.54 341,650
ROYAL CARIBBEAN CRUISES LTD COM 13,539 -75,091 (84.72) 164,564
COMMERCIAL METALS CO COM 14,840 -7,874 (34.67) 914,356
RENT A CTR INC NEW COM 15,968 15,968 New 439,644
CUMULUS MEDIA INC CL A 19,717 New 4,700,000
CARMIKE CINEMAS INC COM 27,136 New 1,023,600
PETSMART INC COM 28,042 -6,878 (19.7) 345,302
VISHAY INTERTECHNOLOGY INC COM 28,447 New 1,978,251
AGCO CORP COM 33,795 -23,575 (41.09) 733,399
DSW INC CL A 35,885 1,465 4.26 986,118
AIRCASTLE LTD COM 35,886 -356 (0.98) 1,682,400
SYMANTEC CORP COM 37,156 -6,635 (15.15) 1,400,000