Gates Capital Management, Inc.

CIK

1312908

City

New York

State / Country

Stock

DVA — Davita Inc.

Top Portfolio Positions

31 positions · $2,898,581,879 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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

25 quarters · across all stocks

Holdings in DVA

Compact Export CSV

Shares Held

Position Value (USD)

27 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$111,119,099	723,008	-38.5%	Shares	Defined	2026-05-15
2025-12-31	$133,546,850	1,175,485	-1.3%	Shares	Defined	2026-02-17
2025-09-30	$158,166,189	1,190,383	+8.3%	Shares	Defined	2025-11-14
2025-06-30	$156,549,701	1,098,980	+52.2%	Shares	Defined	2025-08-14
2025-03-31	$110,475,698	722,205	+0.7%	Shares	Defined	2025-05-15
2024-12-31	$107,303,171	717,507	-0.5%	Shares	Defined	2025-02-14
2024-09-30	$118,226,807	721,203	0.0%	Shares	Defined	2024-11-14
2024-06-30	$99,937,099	721,203	-5.4%	Shares	Defined	2024-08-14
2024-03-31	$105,272,374	762,567	-15.8%	Shares	Defined	2024-05-15
2023-12-31	$94,894,750	905,830	+3.1%	Shares	Defined	2024-02-14
2023-09-30	$83,013,410	878,170	0.0%	Shares	Defined	2023-11-14
2023-06-30	$88,229,739	878,170	-15.7%	Shares	Defined	2023-08-14
2023-03-31	$84,449,623	1,041,174	-1.0%	Shares	Defined	2023-05-15
2022-12-31	$78,491,162	1,051,174	-28.2%	Shares	Defined	2023-02-14
2022-09-30	$121,202,594	1,464,330	-18.3%	Shares	Defined	2022-11-14
2022-06-30	$143,379,794	1,793,144	+40.6%	Shares	Defined	2022-08-15
2022-03-31	$144,219,887	1,275,041	-20.4%	Shares	Defined	2022-05-16
2021-12-31	$182,180,952	1,601,450	+6.9%	Shares	Defined	2022-02-14
2021-09-30	$174,103,302	1,497,534	+4.8%	Shares	Defined	2021-11-15
2021-06-30	$172,032,328	1,428,484	+1.8%	Shares	Defined	2021-08-16
2021-03-31	$151,184,174	1,402,841	+26.3%	Shares	Defined	2021-05-17
2020-12-31	$130,360,725	1,110,398	+177.6%	Shares	Defined	2021-02-16
2020-09-30	$34,260,000	400,000	-70.6%	Put	Defined	2020-11-16
2020-09-30	$116,441,431	1,359,503	+579.8%	Shares	Defined	2020-11-16
2020-06-30	$15,828,000	200,000	-83.9%	Put	Defined	2020-08-14
2020-06-30	$98,213,214	1,241,006	-3.8%	Shares	Defined	2020-08-14
2020-03-31	$98,095,038	1,289,706	—	Shares	Defined	2020-05-15
No 13F history on record for this holder in this stock.