Gates Capital Management, Inc.

Position in AOS — Smith A O Corp

CIK 1312908 New York, NY

Position in AOS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$64,621,733

-$7,093,292 QoQ

Shares Held

1,030,321

-5.3% QoQ

Ownership

0.758%

of shares outstanding

% of Portfolio

2.12%

of 13F equity value

Holder Rank

#30

of 610 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Gates Capital Management, Inc. holds $255,163,458 across 3 Specialty Industrial Machinery names. AOS ranks #2 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNR	PENTAIR plc	1,675,515	$128,444,979
2	AOS	Smith A O Corp This page	1,030,321	$64,621,733
3	OTIS	Otis Worldwide Corp	867,273	$62,096,746

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$64,621,733	1,030,321	-5.3%	Shares	Defined	2026-08-14
2026-03-31	$71,715,025	1,087,580	—	Shares	Defined	2026-05-15
No filing history on record for this holder in this stock.