Marcato Capital Management

Marcato Capital Management as of March 31, 2014

Portfolio Holdings for Marcato Capital Management

Marcato Capital Management holds 13 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lear Corporation (LEA) 22.0 $536M 6.4M 83.72
NCR Corporation (VYX) 15.4 $377M 10M 36.55
American Realty Capital Prop 12.1 $294M 21M 14.02
Goodyear Tire & Rubber Company (GT) 9.6 $233M 8.9M 26.13
Macquarie Infrastructure Company 8.6 $209M 3.7M 57.27
Sotheby's 8.2 $199M 4.6M 43.55
United Rentals (URI) 6.5 $159M 1.7M 94.94
Gen 4.3 $105M 5.8M 18.27
Vail Resorts (MTN) 4.1 $100M 1.4M 69.70
& PROD CO shares Brookfield 3.2 $79M 3.8M 20.97
CommonWealth REIT 3.1 $76M 2.9M 26.30
Signet Jewelers (SIG) 2.2 $54M 507k 105.86
Cyrusone 0.8 $19M 933k 20.83