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) 2,077

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 8.72%
Conglomerates 1.18%
Consumer Cyclical 18.61%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 42.75%
Technology 15.89%
Transportation 12.86%
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 329,925 71,111 27.48 10,300,488
AMERICAN RLTY CAP PPTYS INC COM 271,369 56,323 26.19 20,987,538
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 266,990 5,253 2.01 3,655,392
GOODYEAR TIRE & RUBR CO COM 251,438 251,438 New 8,916,234
UNITED RENTALS INC COM 189,189 -310,055 (62.11) 1,669,368
SOTHEBYS COM 181,653 New 4,562,991
LEAR CORP COM NEW 134,915 -408,680 (75.18) 1,403,026
VAIL RESORTS INC COM 112,084 -87,920 (43.96) 1,427,825
GENCORP INC COM 105,897 New 5,764,669
COMMONWEALTH REIT COM SH BEN INT 78,237 New 2,905,217
BROOKFIELD RESIDENTIAL PPTYS I COM 75,182 New 3,768,523
SIGNET JEWELERS LIMITED SHS 55,239 55,239 New 507,200
CYRUSONE INC COM 24,438 -27,743 (53.17) 933,098
DOMINION DIAMOND CORP COM -21,246 Sold Out 0


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