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) 3,568

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 6.3%
Conglomerates
Consumer Cyclical 15.82%
Consumer/Non-Cyclical 7.24%
Energy 5.08%
Financial
Healthcare 5.35%
Services 20.46%
Technology 1.3%
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 -26,548 Sold Out 0
CF INDS HLDGS INC COM -58,354 Sold Out 0
NEWS CORP NEW CL A -79,978 Sold Out 0
DOVER DOWNS GAMING & ENTMT INC COM 2,481 -38 (1.52) 1,907,240
NOW INC COM 9,313 9,313 New 280,011
VISHAY PRECISION GROUP INC COM 16,846 75 .45 1,132,093
RICHARDSON ELECTRS LTD COM 29,635 1,129 3.96 2,809,052
ITT CORP NEW COM NEW 35,805 -37,933 (51.44) 743,610
INTERVAL LEISURE GROUP INC COM 40,908 -15,273 (27.19) 1,936,930
GAMING & LEISURE PPTYS INC COM 55,597 -7,463 (11.84) 1,594,857
STARZ COM SER A 61,991 -48,736 (44.01) 2,104,258
BARNES GROUP INC COM 77,931 16,936 27.77 2,192,764
MGM RESORTS INTERNATIONAL COM 83,814 -11,876 (12.41) 3,175,983
TRONOX LTD SHS CL A 88,333 -61,798 (41.16) 3,389,583
HEADWATERS INC COM 93,548 -3,342 (3.45) 7,763,348
NATIONAL OILWELL VARCO INC COM 95,394 95,394 New 1,120,043
MERCER INTL INC COM 119,659 30,881 34.78 11,363,665
AXIALL CORP COM 124,771 124,771 New 2,754,316
ALLISON TRANSMISSION HLDGS INC COM 134,719 134,719 New 4,315,165
MUELLER INDS INC COM 137,033 19,272 16.37 4,761,392


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