GATES CAPITAL MANAGEMENT, INC. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 29
New Positions 3
Increased Positions 11
Decreased Positions 18
Positions with Activity 29
Sold Out Positions 3
Total Mkt Value (in $ millions) 3,366

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

Sector Weighting

Basic Materials 32.6%
Capital Goods 10.8%
Conglomerates
Consumer Cyclical 15.83%
Consumer/Non-Cyclical 7.1%
Energy 3.68%
Financial
Healthcare 5.95%
Services 10.8%
Technology 3.11%
Transportation
Utilities

29 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
AXIALL CORP COM -60,795 Sold Out 0
STARZ COM SER A -8,160 Sold Out 0
VISHAY PRECISION GROUP INC COM -7,273 Sold Out 0
DOVER DOWNS GAMING & ENTMT INC COM 1,110 -906 (44.96) 940,352
RICHARDSON ELECTRS LTD COM 25,417 403 1.61 2,898,192
SERVICEMASTER GLOBAL HLDGS INC COM 48,424 48,424 New 1,439,049
NOW INC COM 50,614 -11,113 (18) 2,171,360
TIMKEN CO COM 63,326 -42,599 (40.22) 1,568,241
MGM RESORTS INTERNATIONAL COM 68,704 7,501 12.26 3,205,983
CBS CORP (CLASS B) CL B 78,945 78,945 New 1,301,000
COPART INC COM 79,229 31,709 66.73 2,141,317
SCRIPPS NETWORKS INTERACT INC CL A COM 87,814 -4,706 (5.09) 1,280,829
SNAP ON INC COM 89,061 -45,037 (33.59) 609,340
BARNES GROUP INC COM 97,685 -53,042 (35.19) 2,442,733
KLX INC COM 98,523 98,523 New 2,313,825
HEADWATERS INC COM 123,414 -24,582 (16.61) 6,917,822
FLOTEK INDS INC DEL COM 123,763 8,139 7.04 6,945,163
MCGRAW HILL FINL INC COM 126,823 -19,168 (13.13) 1,232,971
GAMING & LEISURE PPTYS INC COM 143,239 -50,563 (26.09) 3,925,421
MUELLER INDS INC COM 160,145 -37,634 (19.03) 4,367,196


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