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 NVST
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $136,051,978 | 5,362,711 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $126,094,263 | 5,808,119 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $126,761,960 | 6,222,973 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $123,652,695 | 6,328,183 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $89,126,238 | 5,163,745 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $90,550,114 | 4,694,148 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $80,592,562 | 4,078,571 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $114,165,415 | 6,865,028 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $95,462,298 | 4,465,028 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $66,582,272 | 2,767,343 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $157,909,532 | 5,663,900 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $91,808,630 | 2,713,021 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $61,871,430 | 1,513,489 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $63,246,771 | 1,878,431 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $24,826,966 | 756,689 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,927,000 | 50,000 | Shares | Defined | 2022-08-15 | |
| 2021-12-31 | $6,492,965 | 144,096 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $13,493,843 | 322,742 | Shares | Defined | 2021-11-15 | |
| 2020-06-30 | $10,663,926 | 505,639 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $55,255,306 | 3,698,481 | Shares | Defined | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||