Marcato Capital Management

Marcato Capital Management as of Sept. 30, 2013

Portfolio Holdings for Marcato Capital Management

Marcato Capital Management holds 11 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lear Corporation (LEA) 26.0 $405M 5.7M 71.57
United Rentals (URI) 16.5 $257M 4.4M 58.29
NCR Corporation (VYX) 16.4 $254M 6.4M 39.61
Sotheby's 10.6 $165M 3.4M 49.13
Vail Resorts (MTN) 10.5 $164M 2.4M 69.38
Gen 6.0 $92M 5.8M 16.03
& PROD CO shares Brookfield 5.6 $87M 3.8M 23.02
CommonWealth REIT 4.1 $64M 2.9M 21.91
Cyrusone 2.4 $38M 2.0M 19.00
Dominion Diamond Corp foreign 1.1 $17M 1.4M 12.19
Tim Hortons Inc Com Stk 0.7 $12M 198k 57.99