Institutions / Gates Capital Management, L.P. / Activity
Activity — Gates Capital Management, L.P.
9 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | TIC Solutions, Inc. Common stock | $46.15M | +7.0M +47.28% | 21,850,000 4.96% of portfolio | medium |
| Q1 2026 as of | Add | Crh Public Ltd Co Common stock | $32.65M | +311K +39.89% | 1,089,281 3.95% of portfolio | medium |
| Q1 2026 as of | Add | Veralto Corp Common stock | $25.39M | +287K +36.22% | 1,079,924 3.29% of portfolio | medium |
| Q1 2026 as of | Add | S&P Global Inc. Common stock | $17.18M | +40K +14.05% | 327,955 4.81% of portfolio | medium |
| Q1 2026 as of | Add | Armstrong World Industries Inc Common stock | $11.62M | +71K +16.48% | 498,268 2.83% of portfolio | medium |
| Q1 2026 as of | Add | MasterBrand, Inc. Common stock | $9.32M | +1.1M +12.15% | 10,346,864 2.97% of portfolio | medium |
| Q1 2026 as of | Add | GTX Garrett Motion Inc. Common Stock | $8.32M | +458K +8.36% | 5,935,638 3.72% of portfolio | medium |
| Q1 2026 as of | Add | Qnity Electronics, Inc. Common stock | $2.31M | +20K +6.55% | 325,463 1.30% of portfolio | low |
| Q1 2026 as of | Add | Consensus Cloud Solutions, Inc. Common stock | $1.03M | +43K +2.42% | 1,838,379 1.51% of portfolio | low |