Hedge Fund - Gates Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. XLB 6,000,000 $786,420,000 -8% 15.43%
2. XLB 5,500,000 $720,885,000 +16% 14.15%
3. DAR 7,915,560 $247,282,094 +19% 4.85%
4. XLB 2,500,000 $214,950,000 4.22%
5. ATKR 3,265,061 $195,871,009 +26% 3.84%