Hirzel Capital Management as of March 31, 2015
Portfolio Holdings for Hirzel Capital Management
Hirzel Capital Management holds 22 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hawaiian Holdings (HA) | 10.4 | $100M | 4.5M | 22.02 | |
| Cabela's Incorporated | 10.3 | $99M | 1.8M | 55.98 | |
| Range Resources (RRC) | 8.5 | $81M | 1.6M | 52.04 | |
| Voya Financial (VOYA) | 6.8 | $66M | 1.5M | 43.11 | |
| ON Semiconductor (ON) | 6.5 | $62M | 5.1M | 12.11 | |
| Ryman Hospitality Pptys (RHP) | 6.0 | $58M | 950k | 60.91 | |
| Rent-A-Center (UPBD) | 5.9 | $57M | 2.1M | 27.44 | |
| American Airls (AAL) | 5.5 | $53M | 1.0M | 52.78 | |
| Assured Guaranty (AGO) | 4.9 | $47M | 1.8M | 26.39 | |
| Stewart Information Services Corporation (STC) | 4.8 | $47M | 1.1M | 40.64 | |
| Cimarex Energy | 4.6 | $44M | 384k | 115.09 | |
| Brookdale Senior Living (BKD) | 4.3 | $42M | 1.1M | 37.76 | |
| Dana Holding Corporation (DAN) | 4.0 | $38M | 1.8M | 21.16 | |
| DSW | 3.2 | $31M | 829k | 36.88 | |
| California Resources | 2.9 | $28M | 3.7M | 7.61 | |
| Genworth Financial (GNW) | 2.6 | $25M | 3.4M | 7.31 | |
| Symantec Corporation | 2.2 | $22M | 924k | 23.36 | |
| Carmike Cinemas | 1.9 | $18M | 543k | 33.60 | |
| Aircastle | 1.6 | $16M | 696k | 22.46 | |
| Vishay Intertechnology (VSH) | 1.5 | $14M | 1.0M | 13.82 | |
| Whiting Petroleum Corporation | 1.0 | $9.3M | 300k | 30.90 | |
| Carrizo Oil & Gas | 0.7 | $6.2M | 125k | 49.65 |
