Hirzel Capital Management as of March 31, 2013
Portfolio Holdings for Hirzel Capital Management
Hirzel Capital Management holds 20 positions in its portfolio as reported in the March 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Smithfield Foods | 10.5 | $30M | 1.1M | 26.48 | |
AGCO Corporation (AGCO) | 7.7 | $22M | 424k | 52.12 | |
Gen | 7.5 | $21M | 1.6M | 13.30 | |
Stewart Information Services Corporation (STC) | 6.9 | $20M | 778k | 25.47 | |
Valero Energy Corporation (VLO) | 6.7 | $19M | 420k | 45.49 | |
Hologic (HOLX) | 6.6 | $19M | 831k | 22.60 | |
Rock-Tenn Company | 5.7 | $16M | 175k | 92.79 | |
PHH Corporation | 5.2 | $15M | 682k | 21.96 | |
Aircastle | 5.2 | $15M | 1.1M | 13.68 | |
Radian (RDN) | 5.2 | $15M | 1.4M | 10.71 | |
Hawaiian Holdings (HA) | 5.1 | $15M | 2.5M | 5.77 | |
MGIC Investment (MTG) | 4.2 | $12M | 2.5M | 4.95 | |
Cinemark Holdings (CNK) | 4.2 | $12M | 413k | 29.44 | |
Carmike Cinemas | 3.9 | $11M | 619k | 18.12 | |
America's Car-Mart (CRMT) | 3.3 | $9.5M | 204k | 46.74 | |
SWS | 3.3 | $9.4M | 1.5M | 6.05 | |
Coleman Cable | 2.9 | $8.2M | 546k | 15.00 | |
Zhongpin | 2.4 | $7.0M | 541k | 12.89 | |
Shanda Games | 2.4 | $6.8M | 2.3M | 2.98 | |
Ruth's Hospitality | 1.1 | $3.1M | 320k | 9.54 |