Gates Capital Management, Inc.

CIK Number: 0001312908

5.8B
Market Value
31
# of Holdings
13 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 XLI Industrial Sele...
151.15
-0.87% 6M -7.69% 786.42M 108.87 15.43% Put
2 DAR Darling Ingredi...
30.93
-3.5% 7.92M +18.70% 247.28M 39.53 4.85% Share
3 XLB Materials Selec...
90.03
-1.04% 2.5M 0.00% 214.95M 88.52 4.22% Put
4 ATKR Atkore Inc.
59.18
+0.01% 3.27M +25.23% 195.87M 83.69 3.84% Share
5 FTV Fortive Corpora...
47.81
-1.89% 2.57M +6.30% 187.74M 72.64 3.68% Share
6 CARR Carrier Global ...
65.76
-1.92% 2.94M +0.16% 186.25M 27.03 3.66% Share
7 RTO Rentokil Initia...
25.14
-0.83% 6.62M +5.71% 151.49M 25.44 2.97% Share
8 CRH CRH plc
111.75
-1.67% 1.71M -2.38% 150.02M 58.53 2.94% Share
9 SPGI S&P Global Inc.
564.10
+0.27% 287.55K 0.00% 146.11M 264.59 2.87% Share
10 APG APi Group Corpo...
35.05
-2.2% 4.07M -18.83% 145.54M 34.11 2.86% Share
11 PNR Pentair plc
106.62
-2.19% 1.49M +11.79% 130.28M 50.69 2.56% Share
12 VLTO Veralto Corpora...
107.65
-1.91% 1.3M +8.05% 126.91M 83.82 2.49% Share
13 MBC MasterBrand, In...
12.72
-4.22% 9.67M +1.90% 126.28M 8.73 2.48% Share
14 ESI Element Solutio...
25.21
-1.14% 5.42M +101.93% 122.65M 18.08 2.41% Share
15 GTLS Chart Industrie...
198.55
-0.12% 776.64K +61.50% 112.12M 147.25 2.20% Share
16 DVA DaVita Inc.
134.48
-0.16% 722.21K +0.65% 110.48M 78.92 2.17% Share
17 LW Lamb Weston Hol...
54.81
+0.15% 2.02M +49.84% 107.46M 69.55 2.11% Share
18 GLPI Gaming and Leis...
45.90
-0.76% 2.1M 0.00% 106.79M 39.97 2.10% Share
19 TKO TKO Group Holdi...
190.99
-0.15% 595.27K -25.43% 90.96M 96.63 1.79% Share
20 NVST Envista Holding...
20.82
-3.46% 5.16M +10.00% 89.13M 22.14 1.75% Share
21 VICI VICI Properties...
32.60
-1.2% 2.67M -11.67% 87.07M 26.04 1.71% Share
22 NEOG Neogen Corporat...
5.50
-0.72% 9.16M +100.00% 79.39M 8.67 1.56% Share
23 AWI Armstrong World...
194.19
-1.06% 559.58K -9.08% 78.83M 72.89 1.55% Share
24 OTIS Otis Worldwide ...
87.56
-1.87% 761.75K 0.00% 78.61M 58.39 1.54% Share
25 TIC Acuren Corporat...
9.49
-1.3% 6.92M +100.00% 76.95M 11.12 1.51% Share
26 YETI YETI Holdings, ...
33.91
-4.11% 2.32M -34.1% 76.67M 38.51 1.50% Share
27 WH Wyndham Hotels ...
88.77
-2.55% 630.28K -14.16% 57.05M 66.68 1.12% Share
28 GTX Garrett Motion ...
12.88
+1.38% 6.8M +53.15% 56.88M 8.8 1.12% Share
29 ENTG Entegris, Inc.
78.82
-1.33% 509.85K 0.00% 44.6M 100.34 0.88% Share
30 CCSI Consensus Cloud...
25.63
-3.61% 1.69M +4.83% 39.04M 38.97 0.77% Share
31 MERC Mercer Internat...
3.04
-0.16% 2.29M +120.78% 14.09M 6.31 0.28% Share