EdgeMarket › What Gates Capital Management, Inc. reported owning
What Gates Capital Management, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.7BPositions
34Quarter
2026-03-31Shown below
31largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ATKR Atkore Inc. | 158.2M | 4.3% | 2.7M | 93.60 | +65.1% |
| DAR DARLING INGREDIENTS INC. | 146.0M | 4.0% | 2.4M | 65.74 | +113.4% |
| TIC TIC Solutions, Inc. | 143.8M | 3.9% | 21.9M | 9.51 | -5.3% |
| CARR CARRIER GLOBAL Corp | 140.5M | 3.8% | 2.5M | 60.37 | -9.7% |
| SPGI S&P Global Inc. | 139.5M | 3.8% | 328.0K | 431.29 | -22.6% |
| RTO RENTOKIL INITIAL PLC /FI | 137.0M | 3.7% | 4.4M | 23.65 | -3.5% |
| NVST Envista Holdings Corp | 136.1M | 3.7% | 5.4M | 27.20 | +31.3% |
| AMRZ Amrize Ltd | 135.2M | 3.7% | 2.4M | 45.68 | -7.3% |
| FTV Fortive Corp | 115.5M | 3.2% | 2.1M | 60.08 | +25.1% |
| CRH CRH PUBLIC LTD CO | 114.5M | 3.1% | 1.1M | 95.07 | -14.2% |
| DVA DAVITA INC. | 111.1M | 3.0% | 723.0K | 173.82 | +26.5% |
| GTX Garrett Motion Inc. | 107.9M | 2.9% | 5.9M | 26.62 | +102.4% |
| ESI Element Solutions Inc | 104.4M | 2.9% | 3.1M | 35.31 | +41.0% |
| VLTO Veralto Corp | 95.5M | 2.6% | 1.1M | 98.77 | -9.3% |
| GLPI Gaming & Leisure Properties, Inc. | 91.3M | 2.5% | 2.1M | 43.55 | -8.3% |
| VICI VICI PROPERTIES INC. | 88.4M | 2.4% | 3.2M | 26.51 | -19.6% |
| TKO TKO Group Holdings, Inc. | 86.3M | 2.4% | 427.9K | 193.14 | +5.8% |
| MBC MasterBrand, Inc. | 86.0M | 2.3% | 10.3M | 9.11 | -25.9% |
| AWI ARMSTRONG WORLD INDUSTRIES INC | 82.1M | 2.2% | 498.3K | 178.54 | -7.9% |
| PNR PENTAIR plc | 78.6M | 2.1% | 902.6K | 64.40 | -38.7% |
| KBR KBR, INC. | 77.1M | 2.1% | 2.1M | 38.58 | -22.2% |
| AOS SMITH A O CORP | 71.7M | 2.0% | 1.1M | 63.08 | -12.2% |
| APG APi Group Corp | 64.8M | 1.8% | 1.6M | 41.16 | +16.2% |
| SIRI SIRIUS XM HOLDINGS INC. | 63.3M | 1.7% | 2.7M | 28.69 | +29.5% |
| NEOG NEOGEN CORP | 58.1M | 1.6% | 6.3M | 11.95 | +114.5% |
| RAL Ralliant Corp | 57.8M | 1.6% | 1.4M | 63.61 | +52.2% |
| OTIS Otis Worldwide Corp | 56.9M | 1.6% | 737.6K | 71.49 | -19.8% |
| VSNT Versant Media Group, Inc. | 55.8M | 1.5% | 1.5M | 38.75 | — |
| CCSI Consensus Cloud Solutions, Inc. | 43.6M | 1.2% | 1.8M | 38.77 | +52.9% |
| Q Qnity Electronics, Inc. | 37.6M | 1.0% | 325.5K | 128.88 | — |
| XBP XBP Global Holdings, Inc. | 14.0M | 0.4% | 3.2M | 2.91 | -50.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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