Institutions / Gates Capital Management, L.P. / Activity
Activity — Gates Capital Management, L.P.
30 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Darling Ingredients Inc. Common stock | $-147.38M | -2.4M -50.23% | 2,361,119 5.04% of portfolio | high |
| Q1 2026 as of | New | KBR Inc Common stock | $77.10M | +2.1M | 2,091,565 2.66% of portfolio | high |
| Q1 2026 as of | New | Smith a O Corp Common stock | $71.72M | +1.1M | 1,087,580 2.47% of portfolio | high |
| Q1 2026 as of | Trim | Davita Inc. Common stock | $-69.54M | -452K -38.49% | 723,008 3.83% of portfolio | high |
| Q1 2026 as of | New | Sirius XM Holdings Inc Common stock | $63.29M | +2.7M | 2,742,359 2.18% of portfolio | high |
| Q1 2026 as of | Exit | Wyndham Hotels & Resorts, Inc. Common stock | $-56.43M | -747K -100.00% | 0 | high |
| Q1 2026 as of | New | Versant Media Group, Inc. Common stock | $55.81M | +1.5M | 1,507,561 1.93% of portfolio | high |
| Q1 2026 as of | Trim | Element Solutions Inc Common stock | $-51.34M | -1.5M -32.96% | 3,059,066 3.60% of portfolio | high |
| 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 | Trim | CARRIER GLOBAL Corp Common stock | $-40.86M | -726K -22.53% | 2,494,791 4.85% of portfolio | medium |
| Q1 2026 as of | Trim | Ralliant Corp Common stock | $-35.99M | -865K -38.37% | 1,390,156 1.99% 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 | Trim | Neogen Corp Common stock | $-19.76M | -2.1M -25.36% | 6,258,649 2.01% of portfolio | medium |
| Q1 2026 as of | Trim | Fortive Corp Common stock | $-19.48M | -352K -14.43% | 2,089,472 3.98% 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 | Trim | Envista Holdings Corp Common stock | $-11.30M | -445K -7.67% | 5,362,711 4.69% of portfolio | medium |
| Q1 2026 as of | Trim | APi Group Corp Common stock | $-9.47M | -234K -12.74% | 1,599,946 2.24% 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 | Trim | 760125104 Common stock | $-5.18M | -165K -3.64% | 4,351,956 4.73% of portfolio | medium |
| Q1 2026 as of | Trim | Vici Properties Inc. Common stock | $-4.78M | -175K -5.13% | 3,234,160 3.05% of portfolio | low |
| Q1 2026 as of | Trim | TKO Group Holdings, Inc. Common stock | $-4.44M | -22K -4.89% | 427,869 2.98% of portfolio | low |
| Q1 2026 as of | Trim | Atkore Inc. Common stock | $-2.79M | -47K -1.74% | 2,685,718 5.46% of portfolio | low |
| 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 | Trim | Amrize Ltd Common stock | $-1.79M | -32K -1.31% | 2,412,533 4.66% of portfolio | low |
| Q1 2026 as of | Trim | Otis Worldwide Corp Common stock | $-1.57M | -20K -2.69% | 737,558 1.96% of portfolio | low |
| Q1 2026 as of | Trim | Gaming and Leisure Properties Inc Common stock | $-1.37M | -31K -1.48% | 2,058,130 3.15% 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 |