Gates Capital Management, Inc.
Gates Capital Management, Inc. reported 35 holdings worth US$4.16B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Gates Capital Management, Inc. reported 35 holdings worth US$4.16B as of Jun 30, 2026. Largest: Darling Ingredients Inc., Tic Solutions, Inc. and Davita Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 35
- Value as reported
- US$4.16B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Darling Ingredients Inc. | 2.9M | US$159M | 3.8% |
| Tic Solutions, Inc. | 19.5M | US$158M | 3.8% |
| Davita Inc. | 688K | US$153M | 3.7% |
| Rentokil Initial Plc | 5.17M | US$148M | 3.6% |
| S&p Global Inc. | 361K | US$147M | 3.5% |
| Envista Holdings Corporation | 5.55M | US$146M | 3.5% |
| Carrier Global Corporation | 1.99M | US$146M | 3.5% |
| Masterbrand, Inc. | 13.2M | US$136M | 3.3% |
| Siriusxm Holdings Inc. | 4.54M | US$134M | 3.2% |
| Atkore Inc. | 1.71M | US$130M | 3.1% |
| The Cooper Companies, Inc. | 1.69M | US$121M | 2.9% |
| Fortive Corporation | 1.82M | US$111M | 2.7% |
| Vici Properties Inc. | 3.55M | US$94.2M | 2.3% |
| Gaming And Leisure Properties, Inc. | 2.05M | US$91.5M | 2.2% |
| Garrett Motion Inc. | 2.48M | US$89.8M | 2.2% |
| Tko Group Holdings, Inc. | 412K | US$82.9M | 2.0% |
| Armstrong World Industries Inc | 513K | US$82.3M | 2.0% |
| Ralliant Corporation | 1.11M | US$81.8M | 2.0% |
| Veralto Corp | 890K | US$78.9M | 1.9% |
| Neogen Corporation | 8.74M | US$78.6M | 1.9% |
| Element Solutions Inc. | 1.61M | US$76.9M | 1.8% |
| A.o. Smith Corporation | 1.03M | US$64.6M | 1.6% |
| Consensus Cloud Solutions, Inc. | 1.64M | US$62.7M | 1.5% |
| Otis Worldwide Corporation | 867K | US$62.1M | 1.5% |
| Api Group Corporation | 1.42M | US$60.3M | 1.5% |
| Kbr, Inc. | 1.42M | US$49.1M | 1.2% |
| Xbp Global Holdings, Inc. | 3.19M | US$7.41M | 0.18% |
| Qnity Electronics, Inc. | 0 | US$0 | 0.00% |
| Versant Media Group, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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