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

6 DECREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MCGRAW HILL FINL INC COM 180,615 -17,230 (8.71) 2,355,744
MGM RESORTS INTERNATIONAL COM 86,879 -2,851 (3.18) 3,625,983
INTERVAL LEISURE GROUP INC COM 70,918 -2,266 (3.1) 2,660,072
VISHAY PRECISION GROUP INC COM 19,509 -811 (3.99) 1,127,031
COACH INC COM -66,442 Sold Out 0
QUANEX BUILDING PRODUCTS CORP COM -53,571 Sold Out 0