Institutions / Gates Capital Management, L.P.
Gates Capital Management, L.P.
CIK 1312908 · Institution · as of Mar 31, 2026
Portfolio value
$2.90B
Positions
31
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$2.90B+0.9%Positions
31+10.7%Top holdings
Mar 31, 2026View all 31 →
| Company | Value | % of portfolio |
|---|---|---|
| Atkore Inc. | $158.22M | 5.5% |
| Darling Ingredients Inc. | $146.04M | 5.0% |
| TIC Solutions, Inc. | $143.77M | 5.0% |
| CARRIER GLOBAL Corp | $140.48M | 4.8% |
| S&P Global Inc. | $139.49M | 4.8% |
| Rentokil Initial PLC | $137.00M | 4.7% |
| Envista Holdings Corp | $136.05M | 4.7% |
| Amrize Ltd | $135.15M | 4.7% |
| Fortive Corp | $115.51M | 4.0% |
| Crh Public Ltd Co | $114.51M | 4.0% |
| Davita Inc. | $111.12M | 3.8% |
| Garrett Motion Inc.GTX | $107.85M | 3.7% |
| Element Solutions Inc | $104.44M | 3.6% |
| Veralto Corp | $95.49M | 3.3% |
| Gaming and Leisure Properties Inc | $91.32M | 3.2% |
| Vici Properties Inc. | $88.36M | 3.0% |
| TKO Group Holdings, Inc. | $86.28M | 3.0% |
| MasterBrand, Inc. | $85.98M | 3.0% |
| Armstrong World Industries Inc | $82.11M | 2.8% |
| PENTAIR plc | $78.63M | 2.7% |
| KBR Inc | $77.10M | 2.7% |
| Smith a O Corp | $71.72M | 2.5% |
| APi Group Corp | $64.83M | 2.2% |
| Sirius XM Holdings Inc | $63.29M | 2.2% |
| Neogen Corp | $58.14M | 2.0% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Darling Ingredients Inc. | $-147.38M | -2.4M -50.23% | 2,361,119 5.04% of portfolio | high |
| Q1 2026 as of | New | KBR Inc | $77.10M | +2.1M | 2,091,565 2.66% of portfolio | high |
| Q1 2026 as of | New | Smith a O Corp | $71.72M | +1.1M | 1,087,580 2.47% of portfolio | high |
| Q1 2026 as of | Trim | Davita Inc. | $-69.54M | -452K -38.49% | 723,008 3.83% of portfolio | high |
| Q1 2026 as of | New | Sirius XM Holdings Inc | $63.29M | +2.7M | 2,742,359 2.18% of portfolio | high |
| Q1 2026 as of | Exit | Wyndham Hotels & Resorts, Inc. | $-56.43M | -747K -100.00% | — | high |
| Q1 2026 as of | New | Versant Media Group, Inc. | $55.81M | +1.5M | 1,507,561 1.93% of portfolio | high |
| Q1 2026 as of | Trim | Element Solutions Inc | $-51.34M | -1.5M -32.96% | 3,059,066 3.60% of portfolio | high |
| Q1 2026 as of | Add | TIC Solutions, Inc. | $46.15M | +7.0M +47.28% | 21,850,000 4.96% of portfolio | medium |
| Q1 2026 as of | Trim | CARRIER GLOBAL Corp | $-40.86M | -726K -22.53% | 2,494,791 4.85% of portfolio | medium |