Hirzel Capital Management as of Dec. 31, 2012
Portfolio Holdings for Hirzel Capital Management
Hirzel Capital Management holds 21 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Stewart Information Services Corporation (STC) | 8.5 | $18M | 683k | 26.00 | |
| Smithfield Foods | 8.2 | $17M | 799k | 21.57 | |
| AGCO Corporation (AGCO) | 7.3 | $15M | 312k | 49.12 | |
| Gen | 7.0 | $15M | 1.6M | 9.15 | |
| Valero Energy Corporation (VLO) | 6.9 | $14M | 422k | 34.12 | |
| Hologic (HOLX) | 6.8 | $14M | 711k | 20.01 | |
| PHH Corporation | 5.9 | $12M | 543k | 22.75 | |
| Aircastle | 5.9 | $12M | 980k | 12.54 | |
| Rock-Tenn Company | 4.9 | $10M | 147k | 69.91 | |
| Cinemark Holdings (CNK) | 4.9 | $10M | 391k | 25.98 | |
| Tempur-Pedic International (TPX) | 4.5 | $9.3M | 296k | 31.49 | |
| Radian (RDN) | 4.0 | $8.5M | 1.4M | 6.11 | |
| America's Car-Mart (CRMT) | 4.0 | $8.4M | 208k | 40.52 | |
| SWS | 3.9 | $8.2M | 1.6M | 5.29 | |
| Shanda Games | 3.4 | $7.1M | 2.3M | 3.04 | |
| Zhongpin | 3.4 | $7.1M | 550k | 12.84 | |
| Carmike Cinemas | 3.3 | $6.9M | 463k | 15.00 | |
| Coleman Cable | 2.5 | $5.2M | 559k | 9.27 | |
| MGIC Investment (MTG) | 2.2 | $4.6M | 1.7M | 2.66 | |
| Ruth's Hospitality | 1.7 | $3.6M | 492k | 7.27 | |
| Kraton Performance Polymers | 0.7 | $1.4M | 59k | 24.02 |
