Gates Capital Management’s MGM Growth Properties LLC Class A common shares representing limited liability company interests MGP Stock Holding History

Gates Capital Management’s Portfolio MGP Stock Details MGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-687,890	Closed	-$20.3M	–	36
2018 Q3	$20.3M	Sell	687,890 -50,000	-7%	-$1.5M	0.52%	32
2018 Q2	$22.5M	Sell	737,890 -407,749	-36%	-$11.8M	0.63%	29
2018 Q1	$30.4M	Sell	1,145,639 -205,474	-15%	-$5.6M	0.69%	29
2017 Q4	$39.4M	Sell	1,351,113 -344,735	-20%	-$10.1M	0.95%	28
2017 Q3	$51.2M	Sell	1,695,848 -302,514	-15%	-$9.07M	1.45%	22
2017 Q2	$58.3M	Sell	1,998,362 -637,052	-24%	-$18M	1.96%	22
2017 Q1	$71.3M	Hold	2,635,414	–	–	2.59%	20
2016 Q4	$66.7M	Buy	+2,635,414	New	+$65.7M	2.55%	14

Other funds holding MGP

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Gates Capital Management's MGP Position: Q4 2018 in Review

Gates Capital Management sold out of MGM Growth Properties LLC Class A common shares representing limited liability company interests (MGP) in Q4 2018, closing a stake of 687,890 shares — an estimated $20.3M sold.

Gates Capital Management first reported a position in MGP in Q4 2016 and held it in 8 quarters. The position peaked at $71.3M in Q1 2017. 163 funds tracked by Wall St. Rank hold MGP as of Q4 2018.

Gates Capital Management reported no remaining MGM Growth Properties LLC Class A common shares representing limited liability company interests position as of Q4 2018 after selling out during the quarter.
Gates Capital Management sold 687,890 MGM Growth Properties LLC Class A common shares representing limited liability company interests shares in Q4 2018, an estimated $20.3M.
Gates Capital Management first reported a position in MGM Growth Properties LLC Class A common shares representing limited liability company interests in Q4 2016 and held it in 8 quarters.
Gates Capital Management's MGM Growth Properties LLC Class A common shares representing limited liability company interests position peaked at $71.3M in Q1 2017.
163 funds tracked by Wall St. Rank held MGM Growth Properties LLC Class A common shares representing limited liability company interests as of Q4 2018.

Based on Gates Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.