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) 3,349

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

Sector Weighting

Basic Materials 32.1%
Capital Goods 11.05%
Conglomerates
Consumer Cyclical 15.18%
Consumer/Non-Cyclical 8.9%
Energy 3.54%
Financial
Healthcare 5.49%
Services 10.97%
Technology 3.18%
Transportation
Utilities

29 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MGM RESORTS INTERNATIONAL COM 69,666 7,606 12.26 3,205,983
TIMKEN CO COM 66,619 -44,815 (40.22) 1,568,241
SERVICEMASTER GLOBAL HLDGS INC COM 49,777 49,777 New 1,439,049
NOW INC COM 46,141 -10,131 (18) 2,171,360
RICHARDSON ELECTRS LTD COM 26,489 420 1.61 2,898,192
DOVER DOWNS GAMING & ENTMT INC COM 1,072 -876 (44.96) 940,352
AXIALL CORP COM -62,412 Sold Out 0
STARZ COM SER A -7,214 Sold Out 0
VISHAY PRECISION GROUP INC COM -7,601 Sold Out 0