GATES CAPITAL MANAGEMENT, INC. Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 29
New Positions 2
Increased Positions 20
Decreased Positions 6
Positions with Activity 26
Sold Out Positions 2
Total Mkt Value (in $ millions) 3,024

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

Sector Weighting

Basic Materials 29.92%
Capital Goods 5.43%
Conglomerates
Consumer Cyclical 13.9%
Consumer/Non-Cyclical 8.56%
Energy 5.53%
Financial
Healthcare 6.91%
Services 22.62%
Technology 1.56%
Transportation
Utilities

29 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
COACH INC COM -67,221 Sold Out 0
QUANEX BUILDING PRODUCTS CORP COM -52,961 Sold Out 0
MCGRAW HILL FINL INC COM 180,733 -17,241 (8.71) 2,355,744
VISHAY PRECISION GROUP INC COM 19,160 -797 (3.99) 1,127,031
MGM RESORTS INTERNATIONAL COM 87,713 -2,879 (3.18) 3,625,983
INTERVAL LEISURE GROUP INC COM 69,986 -2,236 (3.1) 2,660,072
ALLEGION PUB LTD CO ORD SHS 24,283 24,283 New 481,812
DOVER DOWNS GAMING & ENTMT INC COM 2,808 New 1,936,584
GAMING & LEISURE PPTYS INC COM 68,017 68,017 New 1,808,952
GRACE W R & CO DEL NEW COM 151,742 New 1,572,452
ITT CORP NEW COM NEW 66,969 New 1,531,410
ROCKWOOD HLDGS INC COM 183,973 1,149 .63 2,522,945
DAVITA HEALTHCARE PARTNERS INC COM 208,881 1,334 .64 3,008,939
STARZ COM SER A 119,598 1,166 .99 3,758,574
TRONOX LTD SHS CL A 147,884 3,936 2.73 5,760,955
RICHARDSON ELECTRS LTD COM 27,912 855 3.16 2,702,058
MERCER INTL INC COM 64,834 2,451 3.93 8,430,989
NORTEK INC COM NEW 251,885 11,129 4.62 2,996,138
ALBEMARLE CORP COM 110,899 5,030 4.75 1,653,486
INTERNATIONAL GAME TECHNOLOGY COM 115,438 5,311 4.82 9,147,192