Hedge Fund - Gates Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. XLB 6,000,000 $812,640,000 +10% 14.2%
2. XLB 5,000,000 $677,200,000 +12% 11.83%
3. XLB 3,000,000 $289,140,000 +20% 5.05%
4. XLB 2,500,000 $240,950,000 4.21%
5. CARR 2,933,063 $236,082,241 -2% 4.12%