GATES CAPITAL MANAGEMENT, INC. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 28
New Positions 2
Increased Positions 9
Decreased Positions 19
Positions with Activity 28
Sold Out Positions 4
Total Mkt Value (in $ millions) 2,676

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

Sector Weighting

Basic Materials 26.02%
Capital Goods 11.91%
Conglomerates
Consumer Cyclical 19.19%
Consumer/Non-Cyclical 6.87%
Energy 3.46%
Financial
Healthcare 6.52%
Services 9.47%
Technology 4.42%
Transportation
Utilities

28 Positions as of 03/31/2015

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ALBEMARLE CORP COM 102,172 -105,924 (50.9) 2,012,043
ALLISON TRANSMISSION HLDGS INC COM 168,834 10,170 6.41 5,750,475
BARNES GROUP INC COM 47,628 -43,876 (47.95) 1,271,444
CBS CORP (CLASS B) CL B -68,628 Sold Out 0
COPART INC COM 99,509 23,021 30.10 2,785,798
DARLING INGREDIENTS INC COM 183,805 -36,686 (16.64) 14,259,529
DAVITA HEALTHCARE PARTNERS INC COM 174,454 -20,437 (10.49) 2,207,720
DOVER CORP COM 178,175 -48,500 (21.4) 2,773,155
DOVER DOWNS GAMING & ENTMT INC COM -837 Sold Out 0
EAGLE MATERIALS INC COM 124,044 124,044 New 1,686,297
FLOTEK INDS INC DEL COM 92,473 -24,970 (21.26) 5,468,533
GAMING & LEISURE PPTYS INC COM 163,306 31,922 24.30 4,879,173
GRACE W R & CO DEL NEW COM 137,685 -27,190 (16.49) 1,406,670
HEADWATERS INC COM 81,001 -48,293 (37.35) 4,333,924
KLX INC COM 34,983 -56,228 (61.65) 887,449
MCGRAW HILL FINL INC COM 71,797 -49,527 (40.82) 729,645
MERCER INTL INC COM 122,950 -22,635 (15.55) 10,194,834
MGM RESORTS INTERNATIONAL COM 76,732 18,992 32.89 4,260,515
MUELLER INDS INC COM 107,843 -31,208 (22.44) 3,387,040
NORTEK INC COM NEW 256,573 3,580 1.42 3,224,090


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