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) 939

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

Sector Weighting

Basic Materials 11.31%
Capital Goods 11.24%
Conglomerates
Consumer Cyclical 7.27%
Consumer/Non-Cyclical
Energy 11.42%
Financial 11.83%
Healthcare
Services 29.99%
Technology 7.61%
Transportation 9.34%
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 -1,041 Sold Out 0
MRC GLOBAL INC COM -27,115 Sold Out 0
SWS GROUP INC COM -3,959 Sold Out 0
KAPSTONE PAPER & PACKAGING CRP COM 8,213 8,213 New 270,000
ENERGY XXI BERMUDA LTD USD UNRS SHS 10,112 10,112 New 620,000
ROCK-TENN CO CL A 14,478 -20,770 (58.93) 300,000
HERCULES OFFSHORE INC COM 16,881 1,221 7.80 5,069,500
TRONOX LTD SHS CL A 17,644 -67,709 (79.33) 586,000
CUMULUS MEDIA INC CL A 21,996 21,996 New 4,700,000
COMMERCIAL METALS CO COM 24,071 -843 (3.38) 1,399,500
DSW INC CL A 29,331 29,331 New 945,861
PETSMART INC COM 30,767 30,767 New 430,000
VISHAY INTERTECHNOLOGY INC COM 31,573 New 1,978,251
AIRCASTLE LTD COM 32,453 New 1,699,100
CARMIKE CINEMAS INC COM 34,506 -16,749 (32.68) 1,023,600
STEWART INFORMATION SVCS CORP COM 39,347 6,467 19.67 1,235,000
SYMANTEC CORP COM 39,864 39,864 New 1,650,000
WPX ENERGY INC COM 39,885 39,885 New 1,500,000
COMSTOCK RES INC COM NEW 40,356 -8,406 (17.24) 1,675,900
MEADWESTVACO CORP COM 41,808 41,808 New 975,000