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) 3,444

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

Sector Weighting

Basic Materials 34.19%
Capital Goods 12.48%
Conglomerates
Consumer Cyclical 18.38%
Consumer/Non-Cyclical 7.84%
Energy 3.54%
Financial
Healthcare 5.69%
Services 8.74%
Technology 2.47%
Transportation
Utilities

32 Positions as of 09/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ALBEMARLE CORP COM 141,975 -1,367 (0.95) 2,331,668
ALLISON TRANSMISSION HLDGS INC COM 238,443 21,691 10.01 6,992,449
AXIALL CORP COM 57,682 -94,553 (62.11) 1,347,703
BARNES GROUP INC COM 140,814 25,255 21.85 3,769,112
COPART INC COM 47,134 47,134 New 1,284,306
DARLING INGREDIENTS INC COM 269,956 33,524 14.18 14,783,995
DAVITA HEALTHCARE PARTNERS INC COM 195,884 -11,295 (5.45) 2,569,987
DOVER CORP COM 179,168 30,136 20.22 2,426,766
DOVER DOWNS GAMING & ENTMT INC COM 1,520 -177 (10.43) 1,708,346
FLOTEK INDS INC DEL COM 121,788 13,418 12.38 6,488,438
GAMING & LEISURE PPTYS INC COM 157,314 108,264 220.72 5,311,088
GRACE W R & CO DEL NEW COM 165,686 New 1,683,458
HEADWATERS INC COM 119,376 14,044 13.33 8,295,729
INTERNATIONAL GAME TECHNOLOGY COM -158,779 Sold Out 0
INTERVAL LEISURE GROUP INC COM -20,833 Sold Out 0
ITT CORP NEW COM NEW -424 Sold Out 0
MCGRAW HILL FINL INC COM 127,625 -14,117 (9.96) 1,419,320
MERCER INTL INC COM 158,200 5,181 3.39 12,349,764
MGM RESORTS INTERNATIONAL COM 60,290 New 2,855,983
MUELLER INDS INC COM 184,349 10,045 5.76 5,393,483


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