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 |
