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) 2,724

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

Sector Weighting

Basic Materials 26.11%
Capital Goods 12.2%
Conglomerates
Consumer Cyclical 19.13%
Consumer/Non-Cyclical 6.73%
Energy 3.44%
Financial
Healthcare 6.41%
Services 9.68%
Technology 4.38%
Transportation
Utilities

28 Activity 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 263,054 3,671 1.42 3,224,090
DARLING INGREDIENTS INC COM 183,235 -36,572 (16.64) 14,259,529
DOVER CORP COM 177,676 -48,364 (21.4) 2,773,155
DAVITA HEALTHCARE PARTNERS INC COM 174,476 -20,440 (10.49) 2,207,720
ALLISON TRANSMISSION HLDGS INC COM 167,799 10,107 6.41 5,750,475
GAMING & LEISURE PPTYS INC COM 159,793 31,235 24.30 4,879,173
GRACE W R & CO DEL NEW COM 141,975 -28,037 (16.49) 1,406,670
EAGLE MATERIALS INC COM 130,081 130,081 New 1,686,297
MERCER INTL INC COM 123,256 -22,691 (15.55) 10,194,834
U S G CORP COM NEW 119,845 -88,858 (42.58) 3,868,469
MUELLER INDS INC COM 109,638 -31,728 (22.44) 3,387,040
ALBEMARLE CORP COM 109,053 -113,058 (50.9) 2,012,043
SCRIPPS NETWORKS INTERACT INC CL A COM 105,823 25,668 32.02 1,690,996
COPART INC COM 100,372 23,221 30.10 2,785,798
FLOTEK INDS INC DEL COM 93,621 -25,280 (21.26) 5,468,533
SNAP ON INC COM 90,202 -10,217 (10.17) 547,343
SERVICEMASTER GLOBAL HLDGS INC COM 85,502 29,767 53.41 2,207,630
MGM RESORTS INTERNATIONAL COM 83,591 20,690 32.89 4,260,515
HEADWATERS INC COM 82,388 -49,120 (37.35) 4,333,924
MCGRAW HILL FINL INC COM 74,241 -51,213 (40.82) 729,645


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