Marcato Capital Management as of Dec. 31, 2014
Portfolio Holdings for Marcato Capital Management
Marcato Capital Management holds 10 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bank of New York Mellon Corporation (BK) | 23.9 | $730M | 18M | 40.57 | |
| Lear Corporation (LEA) | 11.6 | $356M | 3.6M | 98.08 | |
| Goodyear Tire & Rubber Company (GT) | 11.6 | $355M | 12M | 28.57 | |
| NCR Corporation (VYX) | 10.3 | $316M | 11M | 29.14 | |
| Macquarie Infrastructure Company | 9.0 | $275M | 3.9M | 71.09 | |
| Packaging Corporation of America (PKG) | 8.3 | $255M | 3.3M | 78.05 | |
| Avis Budget (CAR) | 7.2 | $222M | 3.3M | 66.33 | |
| Sotheby's | 7.2 | $219M | 5.1M | 43.18 | |
| Life Time Fitness | 5.8 | $176M | 3.1M | 56.62 | |
| Vail Resorts (MTN) | 5.0 | $154M | 1.7M | 91.13 |
