Gates Capital Management, Inc.
Top Portfolio Positions
31 positions ·
$3,042,354,879 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TIC |
TIC Solutions, Inc.
Industrials
|
43,700,000 | $287,546,000 | 9.45% | |
| ATKR |
Atkore Inc.
Industrials
|
2,685,718 | $158,215,647 | 5.20% | |
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
2,361,119 | $146,035,210 | 4.80% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
2,494,791 | $140,481,681 | 4.62% | |
| SPGI |
S&P Global Inc.
Financial Services
|
327,955 | $139,492,379 | 4.59% | |
| RTO |
Rentokil Initial PLC /Fi
Industrials
|
4,351,956 | $136,999,574 | 4.50% | |
| NVST |
Envista Holdings Corp
Healthcare
|
5,362,711 | $136,051,978 | 4.47% | |
| AMRZ |
Amrize Ltd
Basic Materials
|
2,412,533 | $135,150,098 | 4.44% | |
| FTV |
Fortive Corp
Technology
|
2,089,472 | $115,506,012 | 3.80% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
1,089,281 | $114,505,218 | 3.76% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ESI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $104,436,513 | 3,059,066 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $114,029,020 | 4,562,986 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $106,275,895 | 4,222,324 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $151,094,208 | 6,670,826 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $122,653,484 | 5,424,745 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $68,317,567 | 2,686,495 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $69,313,134 | 2,552,030 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $68,689,969 | 2,532,816 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $87,292,335 | 3,494,489 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $129,955,882 | 5,616,071 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $159,272,478 | 8,122,003 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $160,297,555 | 8,348,831 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $152,441,095 | 7,894,412 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $171,974,590 | 9,454,348 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $163,950,479 | 10,076,858 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $175,290,359 | 9,847,773 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $218,777,408 | 9,989,836 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $233,862,046 | 9,631,880 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $218,472,070 | 10,077,125 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $213,659,369 | 9,138,553 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $165,413,333 | 9,043,922 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $148,495,505 | 8,375,381 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $130,261,707 | 12,394,073 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $105,838,299 | 9,754,682 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $91,071,306 | 10,893,697 | Shares | Defined | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||