GATES CAPITAL MANAGEMENT, INC. Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 29
New Positions 2
Increased Positions 20
Decreased Positions 6
Positions with Activity 26
Sold Out Positions 2
Total Mkt Value (in $ millions) 3,006

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

Sector Weighting

Basic Materials 30.02%
Capital Goods 5.33%
Conglomerates
Consumer Cyclical 13.47%
Consumer/Non-Cyclical 8.79%
Energy 5.42%
Financial
Healthcare 6.92%
Services 23.03%
Technology 1.55%
Transportation
Utilities

29 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
COACH INC COM -66,133 Sold Out 0
QUANEX BUILDING PRODUCTS CORP COM -53,253 Sold Out 0
DOVER DOWNS GAMING & ENTMT INC COM 2,798 New 1,936,584
VISHAY PRECISION GROUP INC COM 19,160 -797 (3.99) 1,127,031
ALLEGION PUB LTD CO ORD SHS 24,201 24,201 New 481,812
RICHARDSON ELECTRS LTD COM 27,318 837 3.16 2,702,058
CF INDS HLDGS INC COM 57,224 22,939 66.91 231,003
MERCER INTL INC COM 65,340 2,470 3.93 8,430,989
GAMING & LEISURE PPTYS INC COM 66,027 66,027 New 1,808,952
ITT CORP NEW COM NEW 66,555 New 1,531,410
BARNES GROUP INC COM 66,933 19,101 39.93 1,716,219
INTERVAL LEISURE GROUP INC COM 69,986 -2,236 (3.1) 2,660,072
NEWS CORP NEW CL A 74,026 15,951 27.47 4,408,941
MGM RESORTS INTERNATIONAL COM 87,821 -2,882 (3.18) 3,625,983
HEADWATERS INC COM 93,674 32,935 54.22 8,040,653
SCRIPPS NETWORKS INTERACT INC CL A COM 107,760 10,251 10.51 1,444,695
ALBEMARLE CORP COM 109,593 4,971 4.75 1,653,486
STARZ COM SER A 118,508 1,155 .99 3,758,574
MUELLER INDS INC COM 121,157 16,120 15.35 4,091,776
INTERNATIONAL GAME TECHNOLOGY COM 127,695 5,875 4.82 9,147,192


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