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 NEOG
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $58,142,849 | 6,258,649 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $58,614,882 | 8,385,534 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $58,614,882 | 8,385,534 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $62,241,580 | 10,900,452 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $61,155,037 | 12,793,941 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $79,390,513 | 9,156,922 | Shares | Defined | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||