Gates Capital Management, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Gates Capital Management, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 31 holdings worth $4.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 31
Total Value: 4223900428
Accession Number: 0001172661-25-002189
Form Type: 13F-HR
CIK: 0001312908
Manager Name: Gates Capital Management, Inc.

Data Enrichment

97% identified

30 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

31 positions • $4,223,900.428K total value

31 positions

Manager:

SEC FilingSEC DataHachi Filing

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81369Y704

6000000(-7.7%)

Value:

$786.4B(-8.2%)

DARLING INGREDIENTS INC.

DAR|237266101

7915560(+18.7%)

Value:

$247.3B(+10.1%)

81369Y100

XLB|81369Y100

2500000(+0.0%)

Value:

$214.9B(+2.2%)

Atkore Inc.

ATKR|047649108

3265061(+25.2%)

Value:

$195.9B(-10.0%)

Fortive Corp

FTV|34959J108

2565459(+6.3%)

Value:

$187.7B(+3.7%)

CARRIER GLOBAL Corp

CARR|14448C104

2937756(+270.5%)

Value:

$186.3B(+244.1%)

RENTOKIL INITIAL PLC /FI

RTO|760125104

6615305(+5.7%)

Value:

$151.5B(-4.4%)

CRH PUBLIC LTD CO

CRH|G25508105

1705365(-2.4%)

Value:

$150.0B(-7.2%)

S&P Global Inc.

SPGI|78409V104

287554(+0.0%)

Value:

$146.1B(+2.0%)

APi Group Corp

APG|00187Y100

4069841(-18.8%)

Value:

$145.5B(-19.3%)

PENTAIR plc

PNR|G7S00T104

1489233(+11.8%)

Value:

$130.3B(-2.8%)

Veralto Corp

VLTO|92338C103

1302294(+8.0%)

Value:

$126.9B(+3.4%)

MasterBrand, Inc.

MBC|57638P104

9669562(+1.9%)

Value:

$126.3B(-8.9%)

Element Solutions Inc

ESI|28618M106

5424745(+101.9%)

Value:

$122.7B(+79.5%)

CHART INDUSTRIES INC

GTLS|16115Q308

776636(+61.5%)

Value:

$112.1B(+22.2%)

DAVITA INC.

DVA|23918K108

722205(+0.7%)

Value:

$110.5B(+3.0%)

Lamb Weston Holdings, Inc.

LW|513272104

2016142(+49.8%)

Value:

$107.5B(+19.5%)

Gaming & Leisure Properties, Inc.

GLPI|36467J108

2098022(+0.0%)

Value:

$106.8B(+5.7%)

TKO Group Holdings, Inc.

TKO|87256C101

595271(+495.3%)

Value:

$91.0B(+540.1%)

Envista Holdings Corp

NVST|29415F104

5163745(+10.0%)

Value:

$89.1B(-1.6%)

Instrument	Shares		Other Manager	Value
(cusip81369Y704)✕	6.0M	QoQ -7.69% (-500.0K) YoY +20.00% (+1.0M)	All Managers (Combined)	$786.4M	QoQ -8.17% (-$70.0M) YoY +24.86% (+$156.6M)
Darling Ingredients Inc.(DARcusip237266101)	7.9M	QoQ +18.70% (+1.2M) YoY +197.79% (+5.3M)	All Managers (Combined)	$247.3M	QoQ +10.06% (+$22.6M) YoY +100.02% (+$123.7M)
(XLBcusip81369Y100)	2.5M	QoQ 0.00% (+0) YoY NEW(+2.5M)	All Managers (Combined)	$214.9M	QoQ +2.18% (+$4.6M) YoY NEW(+$214.9M)
Atkore Inc.(ATKRcusip047649108)	3.3M	QoQ +25.22% (-657.7K) YoY +652.61% (+2.8M)	All Managers (Combined)	$195.9M	QoQ -9.97% (-$21.7M) YoY +137.17% (+$113.3M)
Fortive Corp(FTVcusip34959J108)	2.6M	QoQ +6.30% (+152.1K) YoY +205.23% (+1.7M)	All Managers (Combined)	$187.7M	QoQ +3.72% (+$6.7M) YoY +159.67% (+$115.4M)
Carrier Global Corp(CARRcusip14448C104)	2.9M	QoQ +270.46% (+2.1M) YoY -5.89% (-184.0K)	All Managers (Combined)	$186.3M	QoQ +244.08% (+$132.1M) YoY +2.63% (-$4.8M)
Rentokil Initial Plc /Fi(RTOcusip760125104)	6.6M	QoQ +5.70% (-357.3K) YoY +16.80% (-951.9K)	All Managers (Combined)	$151.5M	QoQ -4.39% (-$7.0M) YoY -11.28% (-$19.3M)
Crh Public Ltd Co(CRHcusipG25508105)	1.7M	QoQ -2.38% (-41.6K) YoY -18.24% (-380.6K)	All Managers (Combined)	$150.0M	QoQ -7.18% (-$11.6M) YoY -16.62% (-$29.9M)
S&P Global Inc.(SPGIcusip78409V104)	287.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$146.1M	QoQ +2.02% (+$2.9M) YoY +19.42% (+$23.8M)
Api Group Corp(APGcusip00187Y100)	4.1M	QoQ -18.82% (-944.0K) YoY +28.87% (+911.8K)	All Managers (Combined)	$145.5M	QoQ -19.30% (-$34.8M) YoY +17.35% (+$21.5M)
Pentair Plc(PNRcusipG7S00T104)	1.5M	QoQ +11.79% (-157.1K) YoY -1.00% (-15.0K)	All Managers (Combined)	$130.3M	QoQ -2.82% (-$3.8M) YoY +1.36% (-$1.8M)
Veralto Corp(VLTOcusip92338C103)	1.3M	QoQ +8.04% (+97.0K) YoY -26.75% (-475.7K)	All Managers (Combined)	$126.9M	QoQ +3.37% (+$4.1M) YoY -19.49% (-$30.7M)
Masterbrand, Inc.(MBCcusip57638P104)	9.7M	QoQ +1.89% (-180.0K) YoY +13.48% (-1.1M)	All Managers (Combined)	$126.3M	QoQ -8.91% (-$12.4M) YoY -20.90% (-$33.4M)
Element Solutions Inc(ESIcusip28618M106)	5.4M	QoQ +101.92% (+2.7M) YoY +55.23% (+1.9M)	All Managers (Combined)	$122.7M	QoQ +79.53% (+$54.3M) YoY +40.50% (+$35.4M)
Chart Industries Inc(GTLScusip16115Q308)	776.6K	QoQ +61.49% (+295.7K) YoY +24.92% (+155.0K)	All Managers (Combined)	$112.1M	QoQ +22.16% (+$20.3M) YoY +9.48% (+$9.7M)
Davita Inc.(DVAcusip23918K108)	722.2K	QoQ +0.65% (+4.7K) YoY -5.29% (-40.4K)	All Managers (Combined)	$110.5M	QoQ +2.95% (+$3.2M) YoY +4.94% (-$5.2M)
Lamb Weston Holdings, Inc.(LWcusip513272104)	2.0M	QoQ +49.83% (+670.6K) YoY NEW(+2.0M)	All Managers (Combined)	$107.5M	QoQ +19.50% (+$17.5M) YoY NEW(+$107.5M)
Gaming & Leisure Properties, Inc.(GLPIcusip36467J108)	2.1M	QoQ 0.00% (+0) YoY -20.83% (-552.3K)	All Managers (Combined)	$106.8M	QoQ +5.68% (+$5.7M) YoY -12.53% (-$15.3M)
Tko Group Holdings, Inc.(TKOcusip87256C101)	595.3K	QoQ +495.27% (+495.3K) YoY -2.31% (-14.1K)	All Managers (Combined)	$91.0M	QoQ +540.09% (+$76.8M) YoY +72.75% (-$38.3M)
Envista Holdings Corp(NVSTcusip29415F104)	5.2M	QoQ +10.00% (-469.6K) YoY +15.64% (-698.7K)	All Managers (Combined)	$89.1M	QoQ -1.57% (-$1.4M) YoY -6.63% (-$6.3M)