Hedge Fund - Gates Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. XLB 3,315,000 $514,222,800 -75% 13.54%
2. XLB 6,400,000 $290,240,000 -9% 7.64%
3. ATKR 2,733,147 $172,871,548 -8% 4.55%
4. DAR 4,744,048 $170,785,728 -15% 4.5%
5. CARR 3,220,480 $170,170,163 +11% 4.48%