Hirzel Capital Management as of Dec. 31, 2014
Portfolio Holdings for Hirzel Capital Management
Hirzel Capital Management holds 19 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hawaiian Holdings (HA) | 13.7 | $118M | 4.5M | 26.05 | |
| American Airls (AAL) | 10.5 | $90M | 1.7M | 53.63 | |
| Ryman Hospitality Pptys (RHP) | 9.4 | $81M | 1.5M | 52.74 | |
| Dana Holding Corporation (DAN) | 7.7 | $66M | 3.0M | 21.74 | |
| Voya Financial (VOYA) | 6.9 | $59M | 1.4M | 42.38 | |
| Rent-A-Center (UPBD) | 5.5 | $47M | 1.3M | 36.32 | |
| Assured Guaranty (AGO) | 5.4 | $46M | 1.8M | 25.99 | |
| Stewart Information Services Corporation (STC) | 5.3 | $46M | 1.2M | 37.04 | |
| Gnc Holdings Inc Cl A | 5.3 | $45M | 964k | 46.96 | |
| DSW | 5.1 | $44M | 1.2M | 37.30 | |
| MeadWestva | 5.1 | $44M | 990k | 44.39 | |
| Cimarex Energy | 4.1 | $36M | 335k | 106.00 | |
| Aircastle | 3.9 | $33M | 1.5M | 21.37 | |
| Gen | 2.9 | $25M | 1.4M | 18.30 | |
| Symantec Corporation | 2.8 | $24M | 924k | 25.65 | |
| Carmike Cinemas | 2.5 | $22M | 824k | 26.27 | |
| Vishay Intertechnology (VSH) | 2.0 | $17M | 1.2M | 14.15 | |
| ON Semiconductor (ON) | 1.1 | $9.4M | 925k | 10.13 | |
| Cabela's Incorporated | 0.8 | $7.1M | 135k | 52.71 |
