Hirzel Capital Management as of Sept. 30, 2014
Portfolio Holdings for Hirzel Capital Management
Hirzel Capital Management holds 27 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hawaiian Holdings (HA) | 8.8 | $76M | 5.7M | 13.45 | |
| MeadWestva | 8.4 | $73M | 1.8M | 40.94 | |
| Assured Guaranty (AGO) | 7.1 | $62M | 2.8M | 22.16 | |
| Finisar Corporation | 6.5 | $56M | 3.4M | 16.63 | |
| Ryman Hospitality Pptys (RHP) | 6.5 | $56M | 1.2M | 47.30 | |
| Dana Holding Corporation (DAN) | 6.1 | $53M | 2.8M | 19.17 | |
| Gnc Holdings Inc Cl A | 5.5 | $48M | 1.2M | 38.74 | |
| Voya Financial (VOYA) | 5.4 | $47M | 1.2M | 39.10 | |
| Stewart Information Services Corporation (STC) | 4.2 | $36M | 1.2M | 29.35 | |
| AGCO Corporation (AGCO) | 3.9 | $33M | 733k | 45.46 | |
| Gen | 3.8 | $33M | 2.1M | 15.97 | |
| Symantec Corporation | 3.8 | $33M | 1.4M | 23.51 | |
| Carmike Cinemas | 3.7 | $32M | 1.0M | 30.98 | |
| DSW | 3.4 | $30M | 986k | 30.11 | |
| Vishay Intertechnology (VSH) | 3.3 | $28M | 2.0M | 14.29 | |
| Aircastle | 3.2 | $28M | 1.7M | 16.36 | |
| Comstock Resources | 2.9 | $25M | 1.4M | 18.62 | |
| PetSmart | 2.8 | $24M | 345k | 70.09 | |
| Cumulus Media | 2.2 | $19M | 4.7M | 4.03 | |
| Commercial Metals Company (CMC) | 1.8 | $16M | 914k | 17.07 | |
| Rent-A-Center (UPBD) | 1.5 | $13M | 440k | 30.35 | |
| Energy Xxi | 1.5 | $13M | 1.2M | 11.35 | |
| Royal Caribbean Cruises (RCL) | 1.3 | $11M | 165k | 67.29 | |
| Hercules Offshore | 1.1 | $9.6M | 4.4M | 2.20 | |
| KapStone Paper and Packaging | 1.1 | $9.6M | 342k | 27.97 | |
| TriQuint Semiconductor | 0.2 | $1.9M | 100k | 19.07 | |
| RF Micro Devices | 0.1 | $1.2M | 100k | 11.54 |
