Gates Capital Management, Inc.
Net seller this quarter
$4.16B
31
-$242M
35.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DAR | $159M | 3.81% | 1.83% | +22.9% | Q2 2013 |
 TIC | $158M | 3.79% | 8.91% | -10.8% | Q1 2025 |
 DVA | $153M | 3.68% | 1.08% | -4.8% | Q2 2013 |
 RTO | $148M | 3.56% | 0.20% | +18.9% | Q4 2022 |
 SPGI | $147M | 3.54% | 0.12% | +10.1% | Q2 2016 |
 NVST | $146M | 3.52% | 3.41% | +3.5% | Q3 2019 |
 CARR | $146M | 3.51% | 0.24% | -20.2% | Q2 2020 |
 MBC | $136M | 3.26% | 6.48% | +27.5% | Q4 2022 |
 SIRI | $134M | 3.22% | 1.35% | +65.6% | Q1 2026 |
 ATKR | $130M | 3.13% | 5.06% | -36.3% | Q3 2022 |
 PNR | $128M | 3.09% | 1.05% | +85.6% | Q2 2018 |
 COO | $121M | 2.91% | 0.87% | New | Q2 2026 |
 FTV | $111M | 2.67% | 0.60% | -12.8% | Q2 2016 |
 VICI | $94.2M | 2.26% | 0.32% | +9.7% | Q1 2018 |
 GLPI | $91.5M | 2.20% | 0.71% | -0.2% | Q4 2013 |
 GTX | $89.8M | 2.16% | 1.33% | -58.2% | Q3 2018 |
 AMRZ | $84.3M | 2.02% | 0.29% | -34.5% | Q2 2025 |
 TKO | $82.9M | 1.99% | Not reported | -3.8% | Q1 2024 |
 AWI | $82.3M | 1.98% | 1.21% | +3.0% | Q4 2017 |
 RAL | $81.8M | 1.97% | 0.99% | -20.1% | Q2 2025 |
 CRH | $79.1M | 1.90% | 0.11% | -32.1% | Q2 2023 |
 VLTO | $78.9M | 1.90% | 0.36% | -17.6% | Q4 2023 |
 NEOG | $78.6M | 1.89% | 4.01% | +39.7% | Q1 2025 |
 ESI | $76.9M | 1.85% | 0.66% | -47.3% | Q1 2019 |
 AOS | $64.6M | 1.55% | 0.68% | -5.3% | Q1 2026 |
 CCSI | $62.7M | 1.51% | 8.96% | -10.6% | Q4 2021 |
 OTIS | $62.1M | 1.49% | 0.23% | +17.6% | Q1 2020 |
 APG | $60.3M | 1.45% | 0.33% | -10.9% | Q4 2023 |
 KBR | $49.1M | 1.18% | 1.12% | -32.0% | Q1 2026 |
 XBP | $7.41M | 0.18% | 27.11% | Not reported | Q3 2025 |
 MBGL | $1.35M | 0.03% | 0.02% | New | Q2 2026 |
| Q1 2026 | |||||
| ATKR | $158M | 4.32% | 7.95% | -1.7% | Q3 2022 |
| DAR | $146M | 3.99% | 1.49% | -50.2% | Q2 2013 |
| TIC | $144M | 3.93% | 9.89% | +47.3% | Q1 2025 |
| CARR | $140M | 3.84% | 0.30% | -22.5% | Q2 2020 |
| SPGI | $139M | 3.81% | 0.11% | +14.1% | Q2 2016 |
| RTO | $137M | 3.74% | 0.17% | -3.6% | Q4 2022 |
| NVST | $136M | 3.72% | 3.27% | -7.7% | Q3 2019 |
| AMRZ | $135M | 3.69% | 0.44% | -1.3% | Q2 2025 |
| FTV | $116M | 3.16% | 0.68% | -14.4% | Q2 2016 |
| CRH | $115M | 3.13% | 0.15% | +39.9% | Q2 2023 |
| DVA | $111M | 3.04% | 1.08% | -38.5% | Q2 2013 |
| GTX | $108M | 2.95% | 3.16% | +8.4% | Q3 2018 |
| ESI | $104M | 2.85% | 1.26% | -33.0% | Q1 2019 |
| VLTO | $95.5M | 2.61% | 0.44% | +36.2% | Q4 2023 |
| GLPI | $91.3M | 2.50% | 0.73% | -1.5% | Q4 2013 |
| VICI | $88.4M | 2.41% | 0.30% | -5.1% | Q1 2018 |
| TKO | $86.3M | 2.36% | Not reported | -4.9% | Q1 2024 |
| MBC | $86M | 2.35% | 8.08% | +12.2% | Q4 2022 |
| AWI | $82.1M | 2.24% | 1.17% | +16.5% | Q4 2017 |
| PNR | $78.6M | 2.15% | 0.56% | Not reported | Q2 2018 |
| KBR | $77.1M | 2.11% | 1.65% | New | Q1 2026 |
| AOS | $71.7M | 1.96% | 0.72% | New | Q1 2026 |
| APG | $64.8M | 1.77% | 0.37% | -12.7% | Q4 2023 |
| SIRI | $63.3M | 1.73% | 0.82% | New | Q1 2026 |
| NEOG | $58.1M | 1.59% | 2.88% | -25.4% | Q1 2025 |
| RAL | $57.8M | 1.58% | 1.24% | -38.4% | Q2 2025 |
| OTIS | $56.9M | 1.55% | 0.19% | -2.7% | Q1 2020 |
 VSNT | $55.8M | 1.52% | Not reported | New | Q1 2026 |
| CCSI | $43.6M | 1.19% | 9.99% | +2.4% | Q4 2021 |
 Q | $37.6M | 1.03% | 0.16% | +6.6% | Q4 2025 |
| XBP | $14M | 0.38% | 27.13% | Not reported | Q3 2025 |
| Q4 2025 | |||||
| ATKR | $173M | 4.55% | 8.10% | -7.2% | Q3 2022 |
| DAR | $171M | 4.50% | 3.00% | -14.9% | Q2 2013 |
| CARR | $170M | 4.48% | 0.39% | +10.0% | Q2 2020 |
| SPGI | $150M | 3.96% | 0.10% | Not reported | Q2 2016 |
| TIC | $150M | 3.95% | 6.73% | +80.0% | Q1 2025 |
| FTV | $135M | 3.55% | 0.78% | -38.5% | Q2 2016 |
| DVA | $134M | 3.52% | 1.71% | -1.3% | Q2 2013 |
| RTO | $133M | 3.50% | 0.18% | -24.6% | Q4 2022 |
| AMRZ | $132M | 3.48% | 0.44% | -22.9% | Q2 2025 |
| NVST | $126M | 3.32% | 3.55% | -6.7% | Q3 2019 |
| RAL | $115M | 3.02% | 2.00% | -24.5% | Q2 2025 |
| ESI | $114M | 3.00% | 1.89% | +8.1% | Q1 2019 |
| MBC | $102M | 2.68% | 7.25% | -11.1% | Q4 2022 |
| CRH | $97.2M | 2.56% | 0.12% | -27.0% | Q2 2023 |
| VICI | $95.9M | 2.52% | 0.32% | +27.7% | Q1 2018 |
| GTX | $95.5M | 2.51% | 2.87% | -13.4% | Q3 2018 |
| TKO | $94M | 2.48% | Not reported | -15.9% | Q1 2024 |
| PNR | $94M | 2.47% | 0.55% | -16.5% | Q2 2018 |
| GLPI | $93.4M | 2.46% | 0.74% | -11.0% | Q4 2013 |
| AWI | $81.7M | 2.15% | 1.00% | -10.8% | Q4 2017 |
| VLTO | $79.1M | 2.08% | 0.32% | -23.5% | Q4 2023 |
| APG | $70.2M | 1.85% | 0.44% | -13.7% | Q4 2023 |
| OTIS | $66.2M | 1.74% | 0.19% | -32.0% | Q1 2020 |
| NEOG | $58.6M | 1.54% | 3.86% | -23.1% | Q1 2025 |
 WH | $56.4M | 1.49% | 0.99% | -7.4% | Q1 2020 |
| CCSI | $39.2M | 1.03% | 9.47% | +30.9% | Q4 2021 |
| Q | $24.9M | 0.66% | 0.15% | New | Q4 2025 |
| XBP | $21.7M | 0.57% | 27.16% | 0.0% | Q3 2025 |
| Q3 2025 | |||||
| FTV | $195M | 3.48% | 1.25% | +17.5% | Q2 2016 |
| ATKR | $185M | 3.30% | 8.75% | +12.0% | Q3 2022 |
| CARR | $175M | 3.13% | 0.34% | Not reported | Q2 2020 |
| DAR | $172M | 3.08% | 3.52% | -19.8% | Q2 2013 |
| DVA | $158M | 2.83% | 1.68% | +8.3% | Q2 2013 |
| AMRZ | $154M | 2.75% | 0.57% | +60.3% | Q2 2025 |
| RTO | $151M | 2.70% | 0.24% | -2.6% | Q4 2022 |
| SPGI | $140M | 2.50% | 0.09% | Not reported | Q2 2016 |
| MBC | $137M | 2.44% | 8.19% | -13.7% | Q4 2022 |
| RAL | $131M | 2.34% | 2.65% | +156.6% | Q2 2025 |
| CRH | $128M | 2.29% | 0.15% | -20.0% | Q2 2023 |
| NVST | $127M | 2.27% | 3.77% | -1.7% | Q3 2019 |
| PNR | $120M | 2.14% | 0.66% | -11.2% | Q2 2018 |
| VLTO | $110M | 1.98% | 0.42% | -8.7% | Q4 2023 |
| TIC | $110M | 1.96% | 4.08% | +6.1% | Q1 2025 |
| GLPI | $109M | 1.96% | 0.83% | -9.3% | Q4 2013 |
| TKO | $108M | 1.93% | Not reported | +9.5% | Q1 2024 |
| ESI | $106M | 1.90% | 1.75% | -36.7% | Q1 2019 |
| OTIS | $102M | 1.82% | 0.28% | +46.2% | Q1 2020 |
| AWI | $94M | 1.68% | 1.11% | -14.3% | Q4 2017 |
| VICI | $87M | 1.56% | 0.25% | Not reported | Q1 2018 |
| GTX | $86.1M | 1.54% | 3.24% | -2.4% | Q3 2018 |
| APG | $73M | 1.31% | 0.51% | -17.4% | Q4 2023 |
| WH | $64.5M | 1.15% | 1.06% | +28.0% | Q1 2020 |
 LW | $63.7M | 1.14% | 0.79% | -25.4% | Q4 2016 |
| NEOG | $62.2M | 1.11% | 5.02% | -14.8% | Q1 2025 |
| CCSI | $40.3M | 0.72% | 7.22% | -5.8% | Q4 2021 |
| XBP | $25.8M | 0.46% | 27.17% | New | Q3 2025 |
| GTLS | $18.4M | 0.33% | 0.20% | -90.9% | Q2 2023 |