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

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
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
EAGLE MATERIALS INC COM 130,081 130,081 New 1,686,297
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
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
VISTA OUTDOOR INC COM 44,539 44,539 New 944,220


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