Hirzel Capital Management as of June 30, 2014
Portfolio Holdings for Hirzel Capital Management
Hirzel Capital Management holds 24 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hawaiian Holdings (HA) | 8.2 | $78M | 5.7M | 13.71 | |
| Assured Guaranty (AGO) | 7.8 | $74M | 3.0M | 24.50 | |
| Dana Holding Corporation (DAN) | 7.7 | $73M | 3.0M | 24.42 | |
| AGCO Corporation (AGCO) | 7.4 | $70M | 1.2M | 56.22 | |
| Ryman Hospitality Pptys (RHP) | 6.6 | $63M | 1.3M | 48.15 | |
| Royal Caribbean Cruises (RCL) | 6.3 | $60M | 1.1M | 55.60 | |
| Comstock Resources | 5.1 | $48M | 1.7M | 28.84 | |
| Gen | 5.0 | $47M | 2.5M | 19.10 | |
| MeadWestva | 4.6 | $43M | 975k | 44.26 | |
| Stewart Information Services Corporation (STC) | 4.0 | $38M | 1.2M | 31.01 | |
| Symantec Corporation | 4.0 | $38M | 1.7M | 22.90 | |
| Carmike Cinemas | 3.8 | $36M | 1.0M | 35.13 | |
| Wpx Energy | 3.8 | $36M | 1.5M | 23.91 | |
| Cumulus Media | 3.3 | $31M | 4.7M | 6.59 | |
| Vishay Intertechnology (VSH) | 3.2 | $31M | 2.0M | 15.49 | |
| Aircastle | 3.2 | $30M | 1.7M | 17.77 | |
| DSW | 2.8 | $26M | 946k | 27.94 | |
| PetSmart | 2.7 | $26M | 430k | 59.80 | |
| Commercial Metals Company (CMC) | 2.6 | $24M | 1.4M | 17.31 | |
| Hercules Offshore | 2.1 | $20M | 5.1M | 4.02 | |
| Rock-Tenn Company | 1.7 | $16M | 150k | 105.59 | |
| Tronox | 1.7 | $16M | 586k | 26.90 | |
| Energy Xxi | 1.6 | $15M | 620k | 23.63 | |
| KapStone Paper and Packaging | 0.9 | $8.9M | 270k | 33.13 |
