Hirzel Capital Management as of Dec. 31, 2013
Portfolio Holdings for Hirzel Capital Management
Hirzel Capital Management holds 24 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AGCO Corporation (AGCO) | 9.6 | $77M | 1.3M | 59.19 | |
| Ryman Hospitality Pptys (RHP) | 9.0 | $73M | 1.7M | 41.78 | |
| Tronox | 6.9 | $56M | 2.4M | 23.07 | |
| Hawaiian Holdings (HA) | 6.8 | $55M | 5.7M | 9.63 | |
| Royal Caribbean Cruises (RCL) | 6.5 | $52M | 1.1M | 47.42 | |
| Mrc Global Inc cmn (MRC) | 5.9 | $47M | 1.5M | 32.26 | |
| Aeropostale | 5.3 | $43M | 4.7M | 9.09 | |
| Carmike Cinemas | 5.2 | $42M | 1.5M | 27.84 | |
| Rock-Tenn Company | 4.5 | $36M | 344k | 105.01 | |
| Stewart Information Services Corporation (STC) | 4.2 | $34M | 1.1M | 32.27 | |
| Aircastle | 4.1 | $33M | 1.7M | 19.16 | |
| Gen | 4.1 | $33M | 1.8M | 18.02 | |
| Wpx Energy | 4.0 | $32M | 1.6M | 20.38 | |
| Comstock Resources | 3.7 | $30M | 1.6M | 18.29 | |
| Assured Guaranty (AGO) | 3.5 | $29M | 1.2M | 23.59 | |
| Vishay Intertechnology (VSH) | 3.1 | $25M | 1.9M | 13.26 | |
| McDermott International | 2.8 | $23M | 2.5M | 9.16 | |
| Chesapeake Energy Corporation | 2.5 | $21M | 759k | 27.14 | |
| MGIC Investment (MTG) | 2.5 | $21M | 2.4M | 8.44 | |
| Radian (RDN) | 2.4 | $19M | 1.4M | 14.12 | |
| Commercial Metals Company (CMC) | 1.4 | $11M | 552k | 20.33 | |
| SWS | 1.2 | $9.7M | 1.6M | 6.08 | |
| Hologic (HOLX) | 0.6 | $4.7M | 211k | 22.35 | |
| Violin Memory | 0.2 | $1.3M | 333k | 3.96 |
