Holdings of Gates Capital Management, Inc.
28 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 52 % of the equity sleeve
Sector breakdown
- Industrials 12.2 %
- Financials 5.4 %
- Health care 3.7 %
- Real estate 3.4 %
- Technology 1.5 %
- Unattributed 73.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|
| US | 27 | 2.4B $ | 94.67 % |
| GB | 1 | 137M $ | 5.33 % |
Positions
| Company | Shares | Value | Weight |
|---|
| Atkore Inc | 2,685,718 | 158.2M $ | |
| Darling Ingredients Inc | 2,361,119 | 146M $ | |
| TIC Solutions Inc | 21,850,000 | 143.8M $ | |
| Carrier Global Corp | 2,494,791 | 140.5M $ | |
| S&P Global Inc | 327,955 | 139.5M $ | |
| Rentokil Initial PLC | 4,351,956 | 137M $ | |
| Envista Holdings Corp | 5,362,711 | 136.1M $ | |
| Fortive Corp | 2,089,472 | 115.5M $ | |
| DaVita Inc | 723,008 | 111.1M $ | |
| Garrett Motion Inc | 5,935,638 | 107.9M $ | |
| Element Solutions Inc | 3,059,066 | 104.4M $ | |
| Veralto Corp | 1,079,924 | 95.5M $ | |
| Gaming and Leisure Properties Inc | 2,058,130 | 91.3M $ | |
| VICI Properties Inc | 3,234,160 | 88.4M $ | |
| TKO Group Holdings Inc | 427,869 | 86.3M $ | |
| Masterbrand Inc | 10,346,864 | 86M $ | |
| Armstrong World Industries Inc | 498,268 | 82.1M $ | |
| KBR Inc | 2,091,565 | 77.1M $ | |
| A O Smith Corp | 1,087,580 | 71.7M $ | |
| API Group Corp | 1,599,946 | 64.8M $ | |
| Sirius XM Holdings Inc | 2,742,359 | 63.3M $ | |
| Neogen Corp | 6,258,649 | 58.1M $ | |
| Ralliant Corp | 1,390,156 | 57.8M $ | |
| Otis Worldwide Corp | 737,558 | 56.9M $ | |
| Versant Media Group Inc | 1,507,561 | 55.8M $ | |
| Consensus Cloud Solutions Inc | 1,838,379 | 43.6M $ | |
| Qnity Electronics Inc | 325,463 | 37.6M $ | |
| XBP GLOBAL HOLDINGS INC | 3,193,149 | 14M $ | |