Gates Capital Management

Gates Capital Management as of Sept. 30, 2014

Portfolio Holdings for Gates Capital Management

Gates Capital Management holds 27 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
Darling International (DAR) 8.1 $271M 15M 18.32
Nortek 7.2 $241M 3.2M 74.50
Flotek Industries 6.7 $221M 8.5M 26.07
Allison Transmission Hldngs I (ALSN) 6.0 $199M 7.0M 28.49
Dover Corporation (DOV) 5.9 $195M 2.4M 80.33
USG Corporation 5.8 $193M 7.0M 27.49
DaVita (DVA) 5.7 $188M 2.6M 73.14
Gaming & Leisure Pptys (GLPI) 4.9 $164M 5.3M 30.90
Mueller Industries (MLI) 4.6 $154M 5.4M 28.54
W.R. Grace & Co. 4.6 $153M 1.7M 90.94
Rockwood Holdings 4.3 $145M 1.9M 76.45
Albemarle Corporation (ALB) 4.1 $137M 2.3M 58.90
Mercer International (MERC) 3.6 $120M 12M 9.75
McGraw-Hill Companies 3.6 $120M 1.4M 84.45
Barnes (B) 3.4 $114M 3.8M 30.35
Snap-on Incorporated (SNA) 3.3 $111M 918k 121.08
Timken Company (TKR) 3.3 $111M 2.6M 42.39
Scripps Networks Interactive 3.2 $105M 1.3M 78.09
Headwaters Incorporated 3.1 $104M 8.3M 12.54
Now (DNOW) 2.4 $81M 2.6M 30.41
MGM Resorts International. (MGM) 2.0 $65M 2.9M 22.78
Axiall 1.4 $48M 1.3M 35.81
Copart (CPRT) 1.2 $40M 1.3M 31.31
Richardson Electronics (RELL) 0.9 $29M 2.9M 9.99
Vishay Precision (VPG) 0.2 $7.6M 512k 14.94
Starz - Liberty Capital 0.2 $7.2M 217k 33.08
Dover Downs Gaming & Entertainment 0.1 $1.7M 1.7M 0.99