Hirzel Capital Management as of Sept. 30, 2015
Portfolio Holdings for Hirzel Capital Management
Hirzel Capital Management holds 24 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cabela's Incorporated | 9.6 | $67M | 1.5M | 45.60 | |
| Hawaiian Holdings (HA) | 8.1 | $57M | 2.3M | 24.68 | |
| Ryman Hospitality Pptys (RHP) | 7.8 | $55M | 1.1M | 49.23 | |
| Rent-A-Center (UPBD) | 6.6 | $46M | 1.9M | 24.25 | |
| ON Semiconductor (ON) | 6.3 | $45M | 4.8M | 9.40 | |
| American Airls (AAL) | 5.5 | $39M | 1.0M | 38.83 | |
| Google Inc Class C | 5.4 | $38M | 62k | 608.42 | |
| Stewart Information Services Corporation (STC) | 5.2 | $37M | 892k | 40.91 | |
| Brookdale Senior Living (BKD) | 4.8 | $34M | 1.5M | 22.96 | |
| Voya Financial (VOYA) | 4.2 | $30M | 763k | 38.77 | |
| Range Resources (RRC) | 4.0 | $28M | 871k | 32.12 | |
| Nationstar Mortgage | 3.7 | $26M | 1.9M | 13.87 | |
| Genworth Financial (GNW) | 3.5 | $25M | 5.3M | 4.62 | |
| Assured Guaranty (AGO) | 3.3 | $23M | 925k | 25.00 | |
| Ingram Micro | 3.2 | $23M | 828k | 27.24 | |
| Trinity Industries (TRN) | 3.1 | $22M | 949k | 22.67 | |
| DSW | 2.9 | $21M | 814k | 25.31 | |
| Rice Energy | 2.6 | $19M | 1.2M | 16.16 | |
| Atmel Corporation | 2.6 | $18M | 2.3M | 8.07 | |
| Fairchild Semiconductor International | 2.5 | $18M | 1.3M | 14.04 | |
| Memorial Resource Development | 2.3 | $16M | 910k | 17.58 | |
| Symantec Corporation | 1.9 | $13M | 670k | 19.47 | |
| Carmike Cinemas | 0.6 | $4.3M | 215k | 20.09 | |
| Huntsman Corporation (HUN) | 0.3 | $2.2M | 231k | 9.69 |
