GATES CAPITAL MANAGEMENT, INC. Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 29
New Positions 2
Increased Positions 20
Decreased Positions 6
Positions with Activity 26
Sold Out Positions 2
Total Mkt Value (in $ millions) 3,024

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

Sector Weighting

Basic Materials 29.99%
Capital Goods 5.39%
Conglomerates
Consumer Cyclical 13.63%
Consumer/Non-Cyclical 8.67%
Energy 5.34%
Financial
Healthcare 6.92%
Services 22.97%
Technology 1.59%
Transportation
Utilities

26 Activity Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DARLING INTL INC COM 262,110 161,028 159.31 12,583,305
NORTEK INC COM NEW 244,934 10,821 4.62 2,996,138
DAVITA HEALTHCARE PARTNERS INC COM 209,151 1,336 .64 3,008,939
ROCKWOOD HLDGS INC COM 184,755 1,154 .63 2,522,945
MCGRAW HILL FINL INC COM 180,615 -17,230 (8.71) 2,355,744
SNAP ON INC COM 167,160 17,370 11.60 1,441,783
FLOTEK INDS INC DEL COM 161,580 25,314 18.58 5,518,441
TRONOX LTD SHS CL A 143,966 3,832 2.73 5,760,955
INTERNATIONAL GAME TECHNOLOGY COM 127,054 5,846 4.82 9,147,192
MUELLER INDS INC COM 121,894 16,218 15.35 4,091,776
STARZ COM SER A 118,996 1,160 .99 3,758,574
ALBEMARLE CORP COM 110,254 5,001 4.75 1,653,486
SCRIPPS NETWORKS INTERACT INC CL A COM 107,471 10,224 10.51 1,444,695
HEADWATERS INC COM 96,086 33,783 54.22 8,040,653
MGM RESORTS INTERNATIONAL COM 86,879 -2,851 (3.18) 3,625,983
NEWS CORP NEW CL A 74,423 16,036 27.47 4,408,941
INTERVAL LEISURE GROUP INC COM 70,918 -2,266 (3.1) 2,660,072
BARNES GROUP INC COM 68,065 19,424 39.93 1,716,219
GAMING & LEISURE PPTYS INC COM 67,872 67,872 New 1,808,952
MERCER INTL INC COM 64,834 2,451 3.93 8,430,989