Gates Capital Management, Inc.
Top Portfolio Positions
31 positions ·
$2,898,581,879 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| ATKR |
Atkore Inc.
Industrials
|
2,685,718 | $158,215,647 | 5.46% |
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
2,361,119 | $146,035,210 | 5.04% |
| TIC |
TIC Solutions, Inc.
Industrials
|
21,850,000 | $143,773,000 | 4.96% |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
2,494,791 | $140,481,681 | 4.85% |
| SPGI |
S&P Global Inc.
Financial Services
|
327,955 | $139,492,379 | 4.81% |
| RTO |
Rentokil Initial Plc /Fi
Industrials
|
4,351,956 | $136,999,574 | 4.73% |
| NVST |
Envista Holdings Corp
Healthcare
|
5,362,711 | $136,051,978 | 4.69% |
| AMRZ |
Amrize Ltd
Basic Materials
|
2,412,533 | $135,150,098 | 4.66% |
| FTV |
Fortive Corp
Technology
|
2,089,472 | $115,506,012 | 3.98% |
| CRH |
Crh Public Ltd Co
Basic Materials
|
1,089,281 | $114,505,218 | 3.95% |
Portfolio Trend
Holdings in TKO
Shares Held
Position Value (USD)
11 of 11 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $86,279,783 | 427,869 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $79,420,000 | 380,000 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $94,022,621 | 449,869 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $108,037,694 | 534,946 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $88,898,950 | 488,590 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $90,963,361 | 595,271 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $14,211,000 | 100,000 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $113,441,297 | 798,264 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $90,353,206 | 730,363 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $65,805,002 | 609,362 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $52,654,970 | 609,362 | Shares | Defined | 2024-05-15 | |
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