MARCATO CAPITAL MANAGEMENT LP Information

ONE MONTGOMERY STREET, SAN FRANCISCO, California, 94104, (415) 796-6352

Report Date: 03/31/2014

Position Statistics

Total Positions 14
New Positions 2
Increased Positions 5
Decreased Positions 5
Positions with Activity 10
Sold Out Positions 1
Total Mkt Value (in $ millions) 2,041

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

Sector Weighting

Basic Materials 0%
Capital Goods 8.84%
Conglomerates 1.13%
Consumer Cyclical 18.38%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 42.79%
Technology 16.91%
Transportation 11.95%
Utilities

14 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NCR CORP NEW COM 345,066 74,375 27.48 10,300,488
AMERICAN RLTY CAP PPTYS INC COM 264,023 54,799 26.19 20,987,538
GOODYEAR TIRE & RUBR CO COM 246,356 246,356 New 8,916,234
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 243,924 4,799 2.01 3,655,392
SOTHEBYS COM 184,390 New 4,562,991
UNITED RENTALS INC COM 179,774 -294,625 (62.11) 1,669,368
LEAR CORP COM NEW 128,700 -389,853 (75.18) 1,403,026
VAIL RESORTS INC COM 110,728 -86,856 (43.96) 1,427,825
GENCORP INC COM 103,649 New 5,764,669
COMMONWEALTH REIT COM SH BEN INT 77,976 New 2,905,217
BROOKFIELD RESIDENTIAL PPTYS I COM 76,840 New 3,768,523
SIGNET JEWELERS LIMITED SHS 56,416 56,416 New 507,200
CYRUSONE INC COM 23,122 -26,249 (53.17) 933,098
DOMINION DIAMOND CORP COM -21,350 Sold Out 0


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