GATES CAPITAL MANAGEMENT, INC. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 32
New Positions 5
Increased Positions 18
Decreased Positions 14
Positions with Activity 32
Sold Out Positions 3
Total Mkt Value (in $ millions) 3,547

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

Sector Weighting

Basic Materials 36.49%
Capital Goods 6.51%
Conglomerates
Consumer Cyclical 16%
Consumer/Non-Cyclical 7.55%
Energy 5.09%
Financial
Healthcare 5.5%
Services 19.65%
Technology 1.33%
Transportation
Utilities

18 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NORTEK INC COM NEW 269,815 6,095 2.31 3,065,382
DARLING INGREDIENTS INC COM 267,775 16,109 6.40 13,388,761
ALBEMARLE CORP COM 216,632 98,243 82.98 3,025,592
INTERNATIONAL GAME TECHNOLOGY COM 206,039 64,990 46.08 13,361,819
ROCKWOOD HLDGS INC COM 190,157 330 .17 2,527,334
DOVER CORP COM 180,755 180,755 New 2,043,585
FLOTEK INDS INC DEL COM 180,597 7,980 4.62 5,773,557
SCRIPPS NETWORKS INTERACT INC CL A COM 153,823 37,149 31.84 1,904,692
GRACE W R & CO DEL NEW COM 153,569 7,425 5.08 1,652,347
MUELLER INDS INC COM 135,271 19,024 16.37 4,761,392
ALLISON TRANSMISSION HLDGS INC COM 134,202 134,202 New 4,315,165
MERCER INTL INC COM 126,591 32,670 34.78 11,363,665
AXIALL CORP COM 124,357 124,357 New 2,754,316
NATIONAL OILWELL VARCO INC COM 93,367 93,367 New 1,120,043
BARNES GROUP INC COM 83,018 18,042 27.77 2,192,764
RICHARDSON ELECTRS LTD COM 29,046 1,106 3.96 2,809,052
VISHAY PRECISION GROUP INC COM 18,012 81 .45 1,132,093
NOW INC COM 9,680 9,680 New 280,011


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