GATES CAPITAL MANAGEMENT, INC. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 32
New Positions 2
Increased Positions 13
Decreased Positions 16
Positions with Activity 29
Sold Out Positions 5
Total Mkt Value (in $ millions) 3,518

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

Sector Weighting

Basic Materials 34.21%
Capital Goods 12.36%
Conglomerates
Consumer Cyclical 17.77%
Consumer/Non-Cyclical 7.96%
Energy 3.96%
Financial
Healthcare 5.56%
Services 8.84%
Technology 2.4%
Transportation
Utilities

32 Positions as of 09/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
SCRIPPS NETWORKS INTERACT INC CL A COM 105,218 -39,471 (27.28) 1,349,464
MCGRAW HILL FINL INC COM 132,210 -14,625 (9.96) 1,419,320
ALBEMARLE CORP COM 143,794 -1,385 (0.95) 2,331,668
ALLISON TRANSMISSION HLDGS INC COM 238,093 21,660 10.01 6,992,449
AXIALL CORP COM 59,124 -96,917 (62.11) 1,347,703
BARNES GROUP INC COM 139,646 25,045 21.85 3,769,112
COPART INC COM 46,826 46,826 New 1,284,306
DARLING INGREDIENTS INC COM 280,157 34,791 14.18 14,783,995
DAVITA HEALTHCARE PARTNERS INC COM 195,576 -11,277 (5.45) 2,569,987
DOVER CORP COM 196,835 33,108 20.22 2,426,766
DOVER DOWNS GAMING & ENTMT INC COM 1,298 -151 (10.43) 1,708,346
FLOTEK INDS INC DEL COM 139,242 15,341 12.38 6,488,438
GAMING & LEISURE PPTYS INC COM 168,468 115,940 220.72 5,311,088
GRACE W R & CO DEL NEW COM 162,925 New 1,683,458
HEADWATERS INC COM 116,887 13,752 13.33 8,295,729
INTERNATIONAL GAME TECHNOLOGY COM -159,429 Sold Out 0
INTERVAL LEISURE GROUP INC COM -21,899 Sold Out 0
MERCER INTL INC COM 172,032 5,634 3.39 12,349,764
MGM RESORTS INTERNATIONAL COM 65,174 New 2,855,983
MUELLER INDS INC COM 179,118 9,760 5.76 5,393,483


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