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 |
