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) 3,547

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

Sector Weighting

Basic Materials 36.49%
Capital Goods 6.51%
Conglomerates
Consumer Cyclical 16%
Consumer/Non-Cyclical 7.55%
Energy 5.09%
Financial
Healthcare 5.5%
Services 19.65%
Technology 1.33%
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 -26,789 Sold Out 0
CF INDS HLDGS INC COM -55,547 Sold Out 0
NEWS CORP NEW CL A -79,317 Sold Out 0
NOW INC COM 9,680 9,680 New 280,011
ITT CORP NEW COM NEW 35,202 -37,294 (51.44) 743,610
NATIONAL OILWELL VARCO INC COM 93,367 93,367 New 1,120,043
VISHAY PRECISION GROUP INC COM 18,012 81 .45 1,132,093
SNAP ON INC COM 163,543 -6,357 (3.74) 1,387,838
GAMING & LEISURE PPTYS INC COM 56,984 -7,650 (11.84) 1,594,857
GRACE W R & CO DEL NEW COM 153,569 7,425 5.08 1,652,347
MCGRAW HILL FINL INC COM 149,776 -42,594 (22.14) 1,834,144
SCRIPPS NETWORKS INTERACT INC CL A COM 153,823 37,149 31.84 1,904,692
DOVER DOWNS GAMING & ENTMT INC COM 2,651 -41 (1.52) 1,907,240
INTERVAL LEISURE GROUP INC COM 41,993 -15,678 (27.19) 1,936,930
DOVER CORP COM 180,755 180,755 New 2,043,585
STARZ COM SER A 60,981 -47,942 (44.01) 2,104,258
BARNES GROUP INC COM 83,018 18,042 27.77 2,192,764
ROCKWOOD HLDGS INC COM 190,157 330 .17 2,527,334
DAVITA HEALTHCARE PARTNERS INC COM 194,920 -24,853 (11.31) 2,668,673
AXIALL CORP COM 124,357 124,357 New 2,754,316


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