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) 2,744

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

Sector Weighting

Basic Materials 27.26%
Capital Goods 11.17%
Conglomerates
Consumer Cyclical 18.86%
Consumer/Non-Cyclical 7.38%
Energy 2.42%
Financial
Healthcare 6.4%
Services 9.65%
Technology 4.49%
Transportation
Utilities

9 INCREASED 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
GAMING & LEISURE PPTYS INC COM 178,919 34,974 24.30 4,879,173
ALLISON TRANSMISSION HLDGS INC COM 166,994 10,059 6.41 5,750,475
EAGLE MATERIALS INC COM 124,803 124,803 New 1,686,297
SCRIPPS NETWORKS INTERACT INC CL A COM 112,925 27,391 32.02 1,690,996
COPART INC COM 99,648 23,053 30.10 2,785,798
SERVICEMASTER GLOBAL HLDGS INC COM 79,629 27,723 53.41 2,207,630
MGM RESORTS INTERNATIONAL COM 77,840 19,266 32.89 4,260,515
VISTA OUTDOOR INC COM 42,226 42,226 New 944,220