Hirzel Capital Management as of Dec. 31, 2015
Portfolio Holdings for Hirzel Capital Management
Hirzel Capital Management holds 14 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Airls (AAL) | 12.6 | $72M | 1.7M | 42.35 | |
| Alphabet Inc Class C cs (GOOG) | 11.2 | $63M | 84k | 758.88 | |
| Express Scripts Holding | 10.6 | $60M | 690k | 87.41 | |
| Ryman Hospitality Pptys (RHP) | 10.4 | $59M | 1.1M | 51.64 | |
| Cabela's Incorporated | 9.8 | $56M | 1.2M | 46.73 | |
| Cognizant Technology Solutions (CTSH) | 9.6 | $55M | 910k | 60.02 | |
| Spirit Airlines (SAVE) | 7.4 | $42M | 1.1M | 39.85 | |
| Hawaiian Holdings | 6.3 | $36M | 1.0M | 35.33 | |
| ON Semiconductor (ON) | 5.3 | $30M | 3.1M | 9.80 | |
| Stewart Information Services Corporation (STC) | 4.9 | $28M | 743k | 37.33 | |
| Brookdale Senior Living (BKD) | 4.8 | $27M | 1.5M | 18.46 | |
| Ingram Micro | 4.5 | $26M | 843k | 30.38 | |
| Rice Energy | 1.6 | $9.0M | 823k | 10.90 | |
| Alliance Data Systems Corporation (BFH) | 1.0 | $5.4M | 20k | 276.56 |
