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) 887

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

Sector Weighting

Basic Materials 11.82%
Capital Goods 11.04%
Conglomerates
Consumer Cyclical 6.95%
Consumer/Non-Cyclical
Energy 10%
Financial 11.96%
Healthcare
Services 31.08%
Technology 7.89%
Transportation 9.26%
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 -890 Sold Out 0
MRC GLOBAL INC COM -26,884 Sold Out 0
SWS GROUP INC COM -3,737 Sold Out 0
ENERGY XXI BERMUDA LTD USD UNRS SHS 8,054 8,054 New 620,000
KAPSTONE PAPER & PACKAGING CRP COM 8,078 8,078 New 270,000
HERCULES OFFSHORE INC COM 11,153 807 7.80 5,069,500
ROCK-TENN CO CL A 15,048 -21,587 (58.93) 300,000
TRONOX LTD SHS CL A 15,775 -60,536 (79.33) 586,000
CUMULUS MEDIA INC CL A 19,317 19,317 New 4,700,000
COMMERCIAL METALS CO COM 25,149 -880 (3.38) 1,399,500
DSW INC CL A 28,858 28,858 New 945,861
AIRCASTLE LTD COM 29,004 New 1,699,100
VISHAY INTERTECHNOLOGY INC COM 29,990 New 1,978,251
PETSMART INC COM 30,126 30,126 New 430,000
COMSTOCK RES INC COM NEW 32,445 -6,759 (17.24) 1,675,900
CARMIKE CINEMAS INC COM 32,776 -15,909 (32.68) 1,023,600
WPX ENERGY INC COM 37,110 37,110 New 1,500,000
STEWART INFORMATION SVCS CORP COM 37,507 6,164 19.67 1,235,000
SYMANTEC CORP COM 40,029 40,029 New 1,650,000
MEADWESTVACO CORP COM 40,833 40,833 New 975,000