Gates Capital Management as of Dec. 31, 2013
Portfolio Holdings for Gates Capital Management
Gates Capital Management holds 28 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Darling International (DAR) | 8.7 | $263M | 13M | 20.88 | |
| Nortek | 7.4 | $224M | 3.0M | 74.60 | |
| DaVita (DVA) | 6.3 | $191M | 3.0M | 63.37 | |
| McGraw-Hill Companies | 6.1 | $184M | 2.4M | 78.20 | |
| Rockwood Holdings | 6.0 | $182M | 2.5M | 71.92 | |
| International Game Technology | 5.5 | $166M | 9.1M | 18.16 | |
| Snap-on Incorporated (SNA) | 5.2 | $158M | 1.4M | 109.52 | |
| W.R. Grace & Co. | 5.2 | $157M | 1.6M | 98.87 | |
| Tronox | 4.4 | $133M | 5.8M | 23.07 | |
| Mueller Industries (MLI) | 4.3 | $129M | 2.0M | 63.01 | |
| Scripps Networks Interactive | 4.1 | $125M | 1.4M | 86.41 | |
| Flotek Industries | 3.7 | $111M | 5.5M | 20.07 | |
| Starz - Liberty Capital | 3.6 | $110M | 3.8M | 29.24 | |
| Albemarle Corporation (ALB) | 3.5 | $105M | 1.7M | 63.39 | |
| Gaming & Leisure Pptys (GLPI) | 3.0 | $92M | 1.8M | 50.81 | |
| MGM Resorts International. (MGM) | 2.8 | $85M | 3.6M | 23.52 | |
| Mercer International (MERC) | 2.8 | $84M | 8.4M | 9.97 | |
| Interval Leisure | 2.7 | $82M | 2.7M | 30.91 | |
| News (NWSA) | 2.6 | $79M | 4.4M | 18.02 | |
| Headwaters Incorporated | 2.6 | $79M | 8.0M | 9.79 | |
| Itt | 2.2 | $67M | 1.5M | 43.42 | |
| Barnes (B) | 2.2 | $66M | 1.7M | 38.31 | |
| CF Industries Holdings (CF) | 1.8 | $54M | 231k | 233.04 | |
| Richardson Electronics (RELL) | 1.0 | $31M | 2.7M | 11.36 | |
| Mgm Mirage conv | 1.0 | $30M | 22M | 1.37 | |
| Allegion Plc equity (ALLE) | 0.7 | $21M | 482k | 44.19 | |
| Vishay Precision (VPG) | 0.6 | $17M | 1.1M | 14.89 | |
| Dover Downs Gaming & Entertainment | 0.1 | $2.9M | 1.9M | 1.48 |
