GATES CAPITAL MANAGEMENT, INC. Information

1177 AVE. OF THE AMERICAS, NEW YORK, New York, 10036, (212) 626-1421

Report Date: 03/31/2015

Position Statistics

Total Positions 28
New Positions 2
Increased Positions 9
Decreased Positions 19
Positions with Activity 28
Sold Out Positions 4
Total Mkt Value (in $ millions) 2,668

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 26.08%
Capital Goods 11.91%
Conglomerates
Consumer Cyclical 18.87%
Consumer/Non-Cyclical 6.92%
Energy 3.42%
Financial
Healthcare 6.57%
Services 9.66%
Technology 4.43%
Transportation
Utilities

28 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NORTEK INC COM NEW 251,898 3,515 1.42 3,224,090
DARLING INGREDIENTS INC COM 184,661 -36,857 (16.64) 14,259,529
DOVER CORP COM 177,759 -48,387 (21.4) 2,773,155
DAVITA HEALTHCARE PARTNERS INC COM 175,271 -20,533 (10.49) 2,207,720
GAMING & LEISURE PPTYS INC COM 165,111 32,275 24.30 4,879,173
ALLISON TRANSMISSION HLDGS INC COM 164,061 9,882 6.41 5,750,475
GRACE W R & CO DEL NEW COM 138,909 -27,432 (16.49) 1,406,670
EAGLE MATERIALS INC COM 125,950 125,950 New 1,686,297
MERCER INTL INC COM 121,115 -22,297 (15.55) 10,194,834
U S G CORP COM NEW 111,876 -82,950 (42.58) 3,868,469
MUELLER INDS INC COM 108,792 -31,483 (22.44) 3,387,040
SCRIPPS NETWORKS INTERACT INC CL A COM 103,489 25,102 32.02 1,690,996
ALBEMARLE CORP COM 100,220 -103,900 (50.9) 2,012,043
COPART INC COM 98,673 22,828 30.10 2,785,798
FLOTEK INDS INC DEL COM 91,379 -24,674 (21.26) 5,468,533
SNAP ON INC COM 87,433 -9,903 (10.17) 547,343
SERVICEMASTER GLOBAL HLDGS INC COM 82,168 28,607 53.41 2,207,630
HEADWATERS INC COM 80,091 -47,750 (37.35) 4,333,924
MGM RESORTS INTERNATIONAL COM 77,158 19,098 32.89 4,260,515
MCGRAW HILL FINL INC COM 77,036 -53,141 (40.82) 729,645


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