Gates Capital Management, Inc.
Top Portfolio Positions
31 positions ·
$2,898,581,879 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ATKR |
Atkore Inc.
Industrials
|
2,685,718 | $158,215,647 | 5.46% | |
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
2,361,119 | $146,035,210 | 5.04% | |
| TIC |
TIC Solutions, Inc.
Industrials
|
21,850,000 | $143,773,000 | 4.96% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
2,494,791 | $140,481,681 | 4.85% | |
| SPGI |
S&P Global Inc.
Financial Services
|
327,955 | $139,492,379 | 4.81% | |
| RTO |
Rentokil Initial PLC /Fi
Industrials
|
4,351,956 | $136,999,574 | 4.73% | |
| NVST |
Envista Holdings Corp
Healthcare
|
5,362,711 | $136,051,978 | 4.69% | |
| AMRZ |
Amrize Ltd
Basic Materials
|
2,412,533 | $135,150,098 | 4.66% | |
| FTV |
Fortive Corp
Technology
|
2,089,472 | $115,506,012 | 3.98% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
1,089,281 | $114,505,218 | 3.95% |
Portfolio Trend
Holdings in AWI
Shares Held
Position Value (USD)
26 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $82,114,566 | 498,268 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $81,746,464 | 427,768 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $94,029,917 | 479,720 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $90,897,525 | 559,576 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $78,833,066 | 559,576 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $86,980,841 | 615,445 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $89,430,886 | 680,445 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $85,958,898 | 759,086 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $96,778,062 | 779,086 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $87,295,968 | 887,876 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $110,740,464 | 1,538,062 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $157,285,646 | 2,141,106 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $137,191,427 | 1,925,764 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $134,912,483 | 1,966,941 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $85,329,521 | 1,076,985 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $39,615,000 | 500,000 | Put | Defined | 2022-11-14 | |
| 2022-06-30 | $86,767,699 | 1,157,520 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $112,046,338 | 1,244,821 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $103,384,190 | 890,322 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $98,931,837 | 1,036,261 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $108,550,016 | 1,012,027 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $114,922,767 | 1,275,644 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $125,479,266 | 1,686,776 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $93,753,280 | 1,362,495 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $95,522,049 | 1,225,270 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $49,313,386 | 620,919 | Shares | Defined | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||