Investor
Gates Capital Management, Inc.
CIK 0001312908 · filed 2026-05-15 · SEC filing
13F book
$3.66B
Positions
31
4 new · 1 sold
Largest name
4.3%
Atkore Inc. · ATKR
Est. mark
−$7.03M
Price effect on 27 names still held. Flow $33.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Atkore Inc. | ATKR | 2.69M | $158.2M | 4.3% | −$11.7M | Cut−$14.7M |
| Darling Ingredients Inc. | DAR | 2.36M | $146M | 4.0% | $61M | Cut−$24.8M |
| Tic Solutions Inc | — | 21.9M | $143.8M | 3.9% | −$52.4M | Added−$6.22M |
| CARRIER GLOBAL Corp | CARR | 2.49M | $140.5M | 3.8% | $8.66M | Cut−$29.7M |
| S&P Global Inc. | SPGI | 328K | $139.5M | 3.8% | −$28M | Added−$10.8M |
| Rentokil Initial Plc | — | 4.35M | $137M | 3.7% | $8.79M | Cut$3.94M |
| Envista Holdings Corp | NVST | 5.36M | $136.1M | 3.7% | $19.6M | Cut$9.96M |
| Amrize Ltd | AMRZ | 2.41M | $135.2M | 3.7% | $4.68M | Cut$2.95M |
| Fortive Corp | FTV | 2.09M | $115.5M | 3.2% | $146.3K | Cut−$19.3M |
| Crh Plc | — | 1.09M | $114.5M | 3.1% | −$15.3M | Added$17.3M |
| Davita Inc. | DVA | 723K | $111.1M | 3.0% | $29M | Cut−$22.4M |
| Garrett Motion Inc. | GTX | 5.94M | $107.9M | 2.9% | $4.05M | Added$12.4M |
| Element Solutions Inc | ESI | 3.06M | $104.4M | 2.9% | $28M | Cut−$9.59M |
| Veralto Corp | VLTO | 1.08M | $95.5M | 2.6% | −$9.01M | Added$16.4M |
| Gaming & Leisure Pptys Inc | — | 2.06M | $91.3M | 2.5% | −$658.6K | Cut−$2.04M |
| Vici Pptys Inc | — | 3.23M | $88.4M | 2.4% | −$2.59M | Cut−$7.51M |
| TKO Group Holdings, Inc. | TKO | 427.9K | $86.3M | 2.4% | −$3.14M | Cut−$7.74M |
| MasterBrand, Inc. | MBC | 10.3M | $86M | 2.3% | −$25.2M | Added−$15.9M |
| Armstrong World Inds Inc New | — | 498.3K | $82.1M | 2.2% | −$11.3M | Added$368.1K |
| PENTAIR plc | PNR | 902.6K | $78.6M | 2.1% | −$15.4M | Held |
| Kbr, Inc. | KBR | 2.09M | $77.1M | 2.1% | — | New |
| Smith A O Corp | AOS | 1.09M | $71.7M | 2.0% | — | New |
| Api Group Corp | APG | 1.6M | $64.8M | 1.8% | $3.62M | Cut−$5.32M |
| Siriusxm Holdings Inc | — | 2.74M | $63.3M | 1.7% | — | New |
| Neogen Corp | NEOG | 6.26M | $58.1M | 1.6% | $14.4M | Cut−$472K |
| Ralliant Corp | RAL | 1.39M | $57.8M | 1.6% | −$13M | Cut−$57M |
| Otis Worldwide Corp | OTIS | 737.6K | $56.9M | 1.6% | −$7.57M | Cut−$9.36M |
| Versant Media Group, Inc. | VSNT | 1.51M | $55.8M | 1.5% | — | New |
| Consensus Cloud Solutions In | — | 1.84M | $43.6M | 1.2% | $3.45M | Added$4.48M |
| Qnity Electronics, Inc. | Q | 325.5K | $37.6M | 1.0% | $10.3M | Added$12.6M |
| Xbp Global Holdings Inc | — | 3.19M | $14M | 0.4% | −$7.7M | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.