Marcato Capital Management as of June 30, 2014
Portfolio Holdings for Marcato Capital Management
Marcato Capital Management holds 10 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NCR Corporation (VYX) | 20.1 | $381M | 11M | 35.09 | |
| Goodyear Tire & Rubber Company (GT) | 16.1 | $305M | 11M | 27.78 | |
| American Realty Capital Prop | 14.4 | $273M | 22M | 12.53 | |
| Macquarie Infrastructure Company | 12.7 | $241M | 3.9M | 62.37 | |
| Sotheby's | 10.3 | $195M | 4.6M | 41.99 | |
| Life Time Fitness | 8.0 | $152M | 3.1M | 48.74 | |
| Avis Budget (CAR) | 6.5 | $122M | 2.1M | 59.69 | |
| Vail Resorts (MTN) | 6.1 | $116M | 1.5M | 77.18 | |
| Lear Corporation (LEA) | 5.2 | $98M | 1.1M | 89.32 | |
| & PROD CO shares Brookfield | 0.6 | $12M | 553k | 20.75 |
