Gates Capital Management, Inc.

CIK
0001312908
City
New York
State / Country
NY

Top Portfolio Positions

24 positions · $2,618,424,314 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
TKO
TKO Group Holdings, Inc.
Communication Services
829,869 $173,442,621 6.62%
ATKR
Atkore Inc.
Industrials
2,733,147 $172,871,547 6.60%
CARR
CARRIER GLOBAL Corp
Industrials
3,220,480 $170,170,163 6.50%
SPGI
S&P Global Inc.
Financial Services
287,554 $150,272,844 5.74%
TIC
TIC Solutions, Inc.
Industrials
14,836,121 $149,993,183 5.73%
PNR
PENTAIR plc
Industrials
1,302,606 $135,653,388 5.18%
FTV
Fortive Corp
Technology
2,441,779 $134,810,618 5.15%
DVA
Davita Inc.
Healthcare
1,175,485 $133,546,850 5.10%
RTO
Rentokil Initial Plc /Fi
Industrials
4,516,572 $133,058,211 5.08%
AMRZ
Amrize Ltd
Basic Materials
2,444,508 $132,198,992 5.05%

Portfolio Trend

24 quarters · across all stocks

Holdings in GTX

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Shares Held

Position Value (USD)

5 of 5 shown
Report Date Value (USD) Shares
2025-12-31 $95,479,082 5,477,859
2025-09-30 $86,114,111 6,322,622
2025-06-30 $68,098,672 6,479,417
2025-03-31 $56,878,778 6,795,553
2024-12-31 $40,068,448 4,437,259