Hirzel Capital Management

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