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 RTO
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $136,999,574 | 4,351,956 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $133,058,211 | 4,516,572 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $151,187,379 | 5,987,619 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $147,526,272 | 6,146,928 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $151,490,484 | 6,615,305 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $158,452,889 | 6,258,013 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $128,967,078 | 5,173,168 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $166,257,868 | 5,607,348 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $170,752,866 | 5,663,445 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $147,490,071 | 5,155,193 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $171,422,347 | 4,626,784 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $189,369,636 | 4,854,387 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $192,808,068 | 5,280,966 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $160,315,459 | 5,203,358 | Shares | Defined | 2023-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||