Hedge Fund - Gates Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. XLB 13,000,000 $1,002,495,000 17.93%
2. XLB 10,000,000 $771,150,000 -17% 13.8%
3. XLB 7,000,000 $313,670,000 5.61%
4. XLB 5,500,000 $246,455,000 4.41%
5. FTV 3,972,133 $194,594,796 +18% 3.48%