Hirzel Capital Management as of March 31, 2014
Portfolio Holdings for Hirzel Capital Management
Hirzel Capital Management holds 19 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AGCO Corporation (AGCO) | 10.9 | $86M | 1.6M | 55.16 | |
| Hawaiian Holdings (HA) | 10.1 | $79M | 5.7M | 13.96 | |
| Tronox | 8.6 | $67M | 2.8M | 23.77 | |
| Assured Guaranty (AGO) | 8.4 | $66M | 2.6M | 25.32 | |
| Ryman Hospitality Pptys (RHP) | 8.0 | $63M | 1.5M | 42.52 | |
| Royal Caribbean Cruises (RCL) | 7.7 | $60M | 1.1M | 54.56 | |
| Comstock Resources | 5.9 | $46M | 2.0M | 22.85 | |
| Carmike Cinemas | 5.8 | $45M | 1.5M | 29.86 | |
| Rock-Tenn Company | 4.9 | $39M | 365k | 105.57 | |
| Stewart Information Services Corporation (STC) | 4.6 | $36M | 1.0M | 35.13 | |
| Gen | 4.3 | $34M | 1.8M | 18.27 | |
| Aircastle | 4.2 | $33M | 1.7M | 19.38 | |
| Mrc Global Inc cmn (MRC) | 3.8 | $30M | 1.1M | 26.96 | |
| Vishay Intertechnology (VSH) | 3.8 | $29M | 2.0M | 14.88 | |
| Commercial Metals Company (CMC) | 3.5 | $27M | 1.4M | 18.88 | |
| Hercules Offshore | 2.8 | $22M | 4.7M | 4.59 | |
| Dana Holding Corporation (DAN) | 2.1 | $17M | 720k | 23.27 | |
| SWS | 0.5 | $4.0M | 530k | 7.48 | |
| Aeropostale | 0.2 | $1.3M | 252k | 5.02 |
