GATES CAPITAL MANAGEMENT, INC. Information

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

Report Date: 03/31/2013

Position Statistics:

Total Positions 32
New Positions 3
Increased Positions 19
Decreased Positions 12
Positions with Activity 31
Sold Out Positions 5
Total Mkt Value
(in $ millions)
1,971

Sector Weighting

Basic Materials 30.3%
Capital Goods 8.35%
Conglomerates
Consumer Cyclical 12.75%
Consumer/Non-Cyclical 4.68%
Energy 3.23%
Financial
Healthcare 6.21%
Services 32.48%
Technology 2%
Transportation
Utilities

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

32 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
BLOUNT INTL INC NEW COM -6,924 Sold Out 0
HEADWATERS INC COM -2,831 Sold Out 0
NUVERRA ENVIRONMENTAL SOLUTION COM -8,497 Sold Out 0
QUANEX BUILDING PRODUCTS CORP COM -19,598 Sold Out 0
SCRIPPS E W CO OHIO CL A NEW -7,020 Sold Out 0
ARBITRON INC COM 7,762 -40,733 (84) 165,811
KAR AUCTION SVCS INC COM 11,164 -6,130 (35.45) 462,475
DOMTAR CORP COM NEW 44,922 -20,097 (30.91) 626,442
TRONOX LTD SHS CL A 109,476 -21,540 (16.44) 4,803,671
FLOTEK INDS INC DEL COM 63,649 -9,908 (13.47) 3,641,227
INTERNATIONAL GAME TECHNOLOGY COM 150,508 -11,145 (6.89) 8,162,029
XYLEM INC COM 122,359 -202 (0.17) 4,236,805
BARNES GROUP INC COM 25,821 25,821 New 849,388
DOVER DOWNS GAMING & ENTMT INC COM 4,585 New 2,650,323
SCRIPPS NETWORKS INTERACT INC CL A COM 39,926 39,926 New 584,660
STARZ LIBRTY CAP COM A 115,338 115,338 New 5,078,727
ITT CORP NEW COM NEW 42,168 853 2.06 1,374,904
VISHAY PRECISION GROUP INC COM 14,507 410 2.91 1,024,485
NORTEK INC COM NEW 150,571 8,193 5.75 2,109,128
BED BATH & BEYOND INC COM 94,381 6,893 7.88 1,401,353

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