Gates Capital Management, Inc.

Investment Portfolio & 13F Holdings Analysis

Filing Details

13F-HR2025-03-31
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
Manager Name
Gates Capital Management, Inc.
Data Enrichment
97% identified
30 identified1 unidentified

Holdings

31 positions
Manager:
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Page 1 of 2
81369Y704
Shares:
6000000(-7.7%)
Value:
$786.4B(-8.2%)
DARLING INGREDIENTS INC.
Shares:
7915560(+18.7%)
Value:
$247.3B(+10.1%)
81369Y100
Shares:
2500000(+0.0%)
Value:
$214.9B(+2.2%)
Atkore Inc.
Shares:
3265061(+25.2%)
Value:
$195.9B(-10.0%)
Fortive Corp
Shares:
2565459(+6.3%)
Value:
$187.7B(+3.7%)
CARRIER GLOBAL Corp
Shares:
2937756(+270.5%)
Value:
$186.3B(+244.1%)
RENTOKIL INITIAL PLC /FI
Shares:
6615305(+5.7%)
Value:
$151.5B(-4.4%)
CRH PUBLIC LTD CO
Shares:
1705365(-2.4%)
Value:
$150.0B(-7.2%)
S&P Global Inc.
Shares:
287554(+0.0%)
Value:
$146.1B(+2.0%)
APi Group Corp
Shares:
4069841(-18.8%)
Value:
$145.5B(-19.3%)
PENTAIR plc
Shares:
1489233(+11.8%)
Value:
$130.3B(-2.8%)
Veralto Corp
Shares:
1302294(+8.0%)
Value:
$126.9B(+3.4%)
MasterBrand, Inc.
Shares:
9669562(+1.9%)
Value:
$126.3B(-8.9%)
Element Solutions Inc
Shares:
5424745(+101.9%)
Value:
$122.7B(+79.5%)
CHART INDUSTRIES INC
Shares:
776636(+61.5%)
Value:
$112.1B(+22.2%)
DAVITA INC.
Shares:
722205(+0.7%)
Value:
$110.5B(+3.0%)
Lamb Weston Holdings, Inc.
Shares:
2016142(+49.8%)
Value:
$107.5B(+19.5%)
Gaming & Leisure Properties, Inc.
Shares:
2098022(+0.0%)
Value:
$106.8B(+5.7%)
TKO Group Holdings, Inc.
Shares:
595271(+495.3%)
Value:
$91.0B(+540.1%)
Envista Holdings Corp
Shares:
5163745(+10.0%)
Value:
$89.1B(-1.6%)