Marcato Capital Management as of Sept. 30, 2014
Portfolio Holdings for Marcato Capital Management
Marcato Capital Management holds 10 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bank of New York Mellon Corporation (BK) | 24.4 | $688M | 18M | 38.73 | |
| NCR Corporation (VYX) | 12.9 | $363M | 11M | 33.41 | |
| Lear Corporation (LEA) | 11.1 | $314M | 3.6M | 86.41 | |
| Goodyear Tire & Rubber Company (GT) | 10.0 | $281M | 12M | 22.59 | |
| American Realty Capital Prop | 9.5 | $267M | 22M | 12.06 | |
| Macquarie Infrastructure Company | 9.2 | $258M | 3.9M | 66.70 | |
| Sotheby's | 6.4 | $181M | 5.1M | 35.72 | |
| Avis Budget (CAR) | 5.8 | $165M | 3.0M | 54.89 | |
| Life Time Fitness | 5.6 | $157M | 3.1M | 50.44 | |
| Vail Resorts (MTN) | 5.2 | $147M | 1.7M | 86.76 |
