Hirzel Capital Management as of Sept. 30, 2013
Portfolio Holdings for Hirzel Capital Management
Hirzel Capital Management holds 20 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AGCO Corporation (AGCO) | 11.0 | $65M | 1.1M | 60.42 | |
| Ryman Hospitality Pptys (RHP) | 9.0 | $53M | 1.5M | 34.51 | |
| Wpx Energy | 8.1 | $48M | 2.5M | 19.26 | |
| Hologic (HOLX) | 8.1 | $48M | 2.3M | 20.65 | |
| Royal Caribbean Cruises (RCL) | 6.6 | $39M | 1.0M | 38.28 | |
| Carmike Cinemas | 6.5 | $39M | 1.8M | 22.08 | |
| Hawaiian Holdings | 6.4 | $38M | 5.1M | 7.44 | |
| Mrc Global Inc cmn (MRC) | 6.3 | $38M | 1.4M | 26.80 | |
| Aircastle | 5.5 | $33M | 1.9M | 17.41 | |
| Gen | 5.2 | $31M | 1.9M | 16.03 | |
| Tronox | 4.2 | $25M | 1.0M | 24.47 | |
| Comstock Resources | 4.1 | $24M | 1.5M | 15.91 | |
| Stewart Information Services Corporation (STC) | 4.0 | $24M | 735k | 31.99 | |
| Rock-Tenn Company | 3.4 | $20M | 200k | 101.27 | |
| Radian (RDN) | 3.2 | $19M | 1.4M | 13.93 | |
| MGIC Investment (MTG) | 3.0 | $18M | 2.4M | 7.28 | |
| McDermott International | 1.8 | $11M | 1.4M | 7.43 | |
| Aeropostale | 1.6 | $9.5M | 1.0M | 9.40 | |
| SWS | 1.5 | $8.7M | 1.6M | 5.58 | |
| Smithfield Foods | 0.6 | $3.8M | 111k | 34.00 |
