GATES CAPITAL MANAGEMENT, INC. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 32
New Positions 5
Increased Positions 18
Decreased Positions 14
Positions with Activity 32
Sold Out Positions 3
Total Mkt Value (in $ millions) 3,513

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

Sector Weighting

Basic Materials 36.63%
Capital Goods 6.19%
Conglomerates
Consumer Cyclical 15.77%
Consumer/Non-Cyclical 7.19%
Energy 5.04%
Financial
Healthcare 5.42%
Services 20.64%
Technology 1.29%
Transportation
Utilities

32 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ALLEGION PUB LTD CO ORD SHS -25,271 Sold Out 0
CF INDS HLDGS INC COM -58,913 Sold Out 0
NEWS CORP NEW CL A -78,788 Sold Out 0
NOW INC COM 9,282 9,282 New 280,011
ITT CORP NEW COM NEW 35,106 -37,192 (51.44) 743,610
NATIONAL OILWELL VARCO INC COM 93,423 93,423 New 1,120,043
VISHAY PRECISION GROUP INC COM 16,766 75 .45 1,132,093
SNAP ON INC COM 171,551 -6,668 (3.74) 1,387,838
GAMING & LEISURE PPTYS INC COM 54,943 -7,376 (11.84) 1,594,857
GRACE W R & CO DEL NEW COM 158,344 7,656 5.08 1,652,347
MCGRAW HILL FINL INC COM 148,529 -42,239 (22.14) 1,834,144
SCRIPPS NETWORKS INTERACT INC CL A COM 157,728 38,092 31.84 1,904,692
DOVER DOWNS GAMING & ENTMT INC COM 2,441 -38 (1.52) 1,907,240
INTERVAL LEISURE GROUP INC COM 40,850 -15,251 (27.19) 1,936,930
DOVER CORP COM 177,751 177,751 New 2,043,585
STARZ COM SER A 61,339 -48,223 (44.01) 2,104,258
BARNES GROUP INC COM 78,326 17,022 27.77 2,192,764
ROCKWOOD HLDGS INC COM 207,191 360 .17 2,527,334
DAVITA HEALTHCARE PARTNERS INC COM 190,356 -24,271 (11.31) 2,668,673
AXIALL CORP COM 122,705 122,705 New 2,754,316