GATES CAPITAL MANAGEMENT, INC. Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 26
New Positions 2
Increased Positions 13
Decreased Positions 11
Positions with Activity 24
Sold Out Positions 2
Total Mkt Value (in $ millions) 2,951

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

Sector Weighting

Basic Materials 19.31%
Capital Goods 12.32%
Conglomerates
Consumer Cyclical 18.95%
Consumer/Non-Cyclical 7.47%
Energy 5.04%
Financial
Healthcare 9.95%
Services 9.56%
Technology 4.02%
Transportation
Utilities

13 INCREASED Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NORTEK INC COM NEW 279,294 10,566 3.93 3,350,853
DARLING INGREDIENTS INC COM 220,498 38,689 21.28 17,293,980
ALLISON TRANSMISSION HLDGS INC COM 202,952 34,808 20.70 6,940,914
EAGLE MATERIALS INC COM 196,596 61,136 45.13 2,447,352
MGM RESORTS INTERNATIONAL COM 178,503 89,714 101.04 8,565,394
DAVITA HEALTHCARE PARTNERS INC COM 168,869 442 .26 2,213,520
FLOTEK INDS INC DEL COM 148,667 48,264 48.07 8,097,314
SERVICEMASTER GLOBAL HLDGS INC COM 131,587 53,591 68.71 3,724,508
HCA HOLDINGS INC COM 124,774 124,774 New 1,404,791
MERCER INTL INC COM 118,978 2,553 2.19 10,418,397
VISTA OUTDOOR INC COM 115,820 70,110 153.38 2,392,474
COPART INC COM 101,125 3,650 3.75 2,890,113
B/E AEROSPACE INC COM 41,742 41,742 New 845,157


Create your free portfolio