Institutions / Marcato Capital Management LP
Marcato Capital Management LP
CIK 1541996 · Institution · as of Dec 31, 2014
Portfolio value
$3.06B
Positions
10
As of
Dec 31, 2014
Top holdings
Dec 31, 2014
| Company | Value | % of portfolio |
|---|---|---|
| Bank of New York Mellon CorpBK | $730.32M | 23.9% |
| Lear CorpLEA | $356.14M | 11.6% |
| Goodyear Tire & Rubber Co /OhGT | $355.35M | 11.6% |
| Ncr CorpNCR | $316.18M | 10.3% |
| Macquarie Infrastr Co LLC | $274.84M | 9.0% |
| Packaging Corp of AmericaPKG | $255.06M | 8.3% |
| Avis Budget Group, Inc.CAR | $221.78M | 7.3% |
| Sothebys | $219.00M | 7.2% |
| Life Time Fitness Inc | $176.38M | 5.8% |
| Vail Resorts IncMTN | $153.83M | 5.0% |
Activity
Dec 31, 2014
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.No quarter-over-quarter changes yet. Position changes appear once we have two consecutive quarterly reports for this manager. We currently hold 1 quarter of holdings.