Hirzel Capital Management as of June 30, 2013
Portfolio Holdings for Hirzel Capital Management
Hirzel Capital Management holds 24 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AGCO Corporation (AGCO) | 10.4 | $43M | 850k | 50.19 | |
| Gen | 8.0 | $33M | 2.0M | 16.26 | |
| Hawaiian Holdings | 7.5 | $31M | 5.1M | 6.11 | |
| Wpx Energy | 7.2 | $29M | 1.6M | 18.94 | |
| Aircastle | 6.0 | $25M | 1.5M | 15.99 | |
| Hologic (HOLX) | 5.2 | $21M | 1.1M | 19.30 | |
| J.C. Penney Company | 5.2 | $21M | 1.2M | 17.08 | |
| Stewart Information Services Corporation (STC) | 5.0 | $20M | 778k | 26.19 | |
| Ultra Petroleum | 4.9 | $20M | 1.0M | 19.82 | |
| Smithfield Foods | 4.5 | $19M | 564k | 32.75 | |
| Ryman Hospitality Pptys (RHP) | 4.4 | $18M | 461k | 39.01 | |
| Cinemark Holdings (CNK) | 4.3 | $18M | 629k | 27.92 | |
| Rock-Tenn Company | 4.2 | $17M | 173k | 99.88 | |
| Royal Caribbean Cruises (RCL) | 3.9 | $16M | 482k | 33.34 | |
| Radian (RDN) | 3.9 | $16M | 1.4M | 11.62 | |
| Carmike Cinemas | 3.8 | $15M | 794k | 19.36 | |
| MGIC Investment (MTG) | 3.6 | $15M | 2.4M | 6.07 | |
| Coleman Cable | 2.4 | $9.7M | 538k | 18.06 | |
| America's Car-Mart (CRMT) | 2.1 | $8.8M | 204k | 43.24 | |
| SWS | 2.1 | $8.4M | 1.5M | 5.45 | |
| PHH Corporation | 0.8 | $3.2M | 158k | 20.38 | |
| Valero Energy Corporation (VLO) | 0.5 | $2.0M | 56k | 34.76 | |
| Ruth's Hospitality | 0.4 | $1.5M | 122k | 12.07 | |
| Cst Brands | 0.1 | $193k | 6.3k | 30.86 |
