Hedge Fund - Gates Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. XLB 6,500,000 $856,440,000 +9% 16.08%
2. XLB 4,750,000 $625,860,000 -5% 11.75%
3. DAR 6,668,443 $224,659,845 +12% 4.21%
4. ATKR 2,607,354 $217,583,691 +30% 4.08%
5. XLB 2,500,000 $210,350,000 -17% 3.94%