Marcato Capital Management LP — Q1 2015 13F Holdings

Name: Marcato Capital Management LP — 13F Holdings, Q1 2015
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001541996

Total reported value

$1.2M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	✓	Bank Of New York Mellon CORP C	Stock-Other	27.39%	—	—
2	LEA	Lear CORP	Stock-Consumer Disc	14.92%	—	—
3	VYX	Ncr Voyix CORP	Stock-Tech	11.87%	—	—
4	MIC2EUR	Macquarie Infrastructure Hol	Stock-Other	10.78%	—	-8.64%
5	GT	Goodyear Tire & Rubber Co	Stock-Consumer Disc	10.32%	—	-17.38%
6	PKG	Packaging CORP Of America	Stock-Consumer Disc	9.47%	—	—
7	BID	Sotheby's	Stock-Other	7.95%	—	—
8	✓	Avis Budget Group INC	Stock-Other	7.32%	—	—

Position changes disclosed by Marcato Capital Management LP for the quarter ending Q1 2015, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	LEA	Lear CORP	+3.3%	—	Unchanged
2	MIC2EUR	Macquarie Infrastructure Hol	+1.8%	-8.64%	Trim
3	VYX	Ncr Voyix CORP	+1.5%	—	Unchanged
4	PKG	Packaging CORP Of America	+1.1%	—	Unchanged
5	BID	Sotheby's	+0.8%	—	Unchanged
6	GT	Goodyear Tire & Rubber Co	-1.3%	-17.38%	Trim
7	✓	Bank Of New York Mellon CORP C	—	NEW	New buy
8	BNY	Bank Of New York Mellon CORP	—	EXIT	Sold out
9	CAR	Avis Budget Group INC	—	EXIT	Sold out
10	✓	Avis Budget Group INC	—	NEW	New buy
11	LTH	Life Time Group Holdings, Inc.	—	EXIT	Sold out
12	MTN	Vail Resorts INC	—	EXIT	Sold out