GATES CAPITAL MANAGEMENT, INC. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 29
New Positions 3
Increased Positions 11
Decreased Positions 18
Positions with Activity 29
Sold Out Positions 3
Total Mkt Value (in $ millions) 3,294

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

Sector Weighting

Basic Materials 31.89%
Capital Goods 11.07%
Conglomerates
Consumer Cyclical 16.24%
Consumer/Non-Cyclical 7.26%
Energy 3.08%
Financial
Healthcare 6.13%
Services 11.09%
Technology 3.21%
Transportation
Utilities

3 New Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
KLX INC COM 89,753 89,753 New 2,313,825
CBS CORP (CLASS B) CL B 79,634 79,634 New 1,301,000
SERVICEMASTER GLOBAL HLDGS INC COM 50,755 50,755 New 1,439,049