Universe · entity
Gates Capital Management, Inc.
Institutional manager (13F) · CIK 1312908
13F holdings · as of 2026-03-31 · top 31 · reported portfolio $2.9B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ATKORE INC | $158M | 2,685,718 |
| 2 | DARLING INGREDIENTS INC | $146M | 2,361,119 |
| 3 | TIC SOLUTIONS INC | $144M | 21,850,000 |
| 4 | CARRIER GLOBAL CORPORATION | $140M | 2,494,791 |
| 5 | S&P GLOBAL INC | $139M | 327,955 |
| 6 | RENTOKIL INITIAL PLC | $137M | 4,351,956 |
| 7 | ENVISTA HOLDINGS CORPORATION | $136M | 5,362,711 |
| 8 | AMRIZE LTD | $135M | 2,412,533 |
| 9 | FORTIVE CORP | $116M | 2,089,472 |
| 10 | CRH PLC | $115M | 1,089,281 |
| 11 | DAVITA INC | $111M | 723,008 |
| 12 | GARRETT MOTION INC | $108M | 5,935,638 |
| 13 | ELEMENT SOLUTIONS INC | $104M | 3,059,066 |
| 14 | VERALTO CORP | $95M | 1,079,924 |
| 15 | GAMING & LEISURE P | $91M | 2,058,130 |
| 16 | VICI PPTYS INC | $88M | 3,234,160 |
| 17 | TKO GROUP HOLDINGS INC | $86M | 427,869 |
| 18 | MASTERBRAND INC | $86M | 10,346,864 |
| 19 | ARMSTRONG WORLD INDS INC NEW | $82M | 498,268 |
| 20 | PENTAIR PLC | $79M | 902,606 |
| 21 | KBR INC | $77M | 2,091,565 |
| 22 | SMITH A O CORP | $72M | 1,087,580 |
| 23 | API GROUP CORP | $65M | 1,599,946 |
| 24 | SIRIUSXM HOLDINGS INC | $63M | 2,742,359 |
| 25 | NEOGEN CORP | $58M | 6,258,649 |
| 26 | RALLIANT CORP | $58M | 1,390,156 |
| 27 | OTIS WORLDWIDE CORP | $57M | 737,558 |
| 28 | VERSANT MEDIA GROUP INC | $56M | 1,507,561 |
| 29 | CONSENSUS CLOUD SOLUTIONS IN | $44M | 1,838,379 |
| 30 | QNITY ELECTRONICS INC | $38M | 325,463 |
| 31 | XBP GLOBAL HOLDINGS INC | $14M | 3,193,149 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.