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Gates Capital Management Inc

Portfolio Manager
Gates Capital Management INC
Performance
+3.05% (2026 Q1)
AUM (13F)
$3.66B
# of Holdings
31
Performance Rank
Allocation (Top 20)
79.26%

Gates Capital Management Inc Holdings Map

Top 31 Gates Capital Management Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ATKR
ATKORE INC
5.46%2.69M$158.2M
-1.74%(-47.43K)
2025-Q1: 3.27M shares2025-Q2: 2.63M shares2025-Q3: 2.94M shares2025-Q4: 2.73M shares2026-Q1: 2.69M shares
$95.39(-22.14%)
2026-03-31
DAR
DARLING INGREDIENTS INC
5.04%2.36M$146.0M
-50.23%(-2.38M)
2025-Q1: 7.92M shares2025-Q2: 6.95M shares2025-Q3: 5.58M shares2025-Q4: 4.74M shares2026-Q1: 2.36M shares
$41.18(+51.47%)
2026-03-31
TIC
TIC SOLUTIONS INC
4.96%21.85M$143.8M
+47.28%(+7.01M)
2025-Q1: 6.92M shares2025-Q2: 7.77M shares2025-Q3: 8.24M shares2025-Q4: 14.84M shares2026-Q1: 21.85M shares
$10.43(-14.10%)
2026-03-31
CARR
CARRIER GLOBAL CORPORATION
4.85%2.49M$140.5M
-22.53%(-725.69K)
2025-Q1: 2.94M shares2025-Q2: 2.93M shares2025-Q3: 2.93M shares2025-Q4: 3.22M shares2026-Q1: 2.49M shares
$28.25(+128.89%)
2026-03-31
SPGI
S&P GLOBAL INC
4.81%328.0K$139.5M
+14.05%(+40.40K)
2025-Q1: 287.6K shares2025-Q2: 287.6K shares2025-Q3: 287.6K shares2025-Q4: 287.6K shares2026-Q1: 328.0K shares
$293.17(+37.51%)
2026-03-31
RTO
RENTOKIL INITIAL PLC
4.73%4.35M$137.0M
-3.64%(-164.62K)
2025-Q1: 6.62M shares2025-Q2: 6.15M shares2025-Q3: 5.99M shares2025-Q4: 4.52M shares2026-Q1: 4.35M shares
$28.17(+11.91%)
2026-03-31
NVST
ENVISTA HOLDINGS CORPORATION
4.69%5.36M$136.1M
-7.67%(-445.41K)
2025-Q1: 5.16M shares2025-Q2: 6.33M shares2025-Q3: 6.22M shares2025-Q4: 5.81M shares2026-Q1: 5.36M shares
$25.09(-7.46%)
2026-03-31
AMRZ
AMRIZE LTD
4.66%2.41M$135.2M
-1.31%(-31.98K)
2025-Q1: 0 shares2025-Q2: 1.98M shares2025-Q3: 3.17M shares2025-Q4: 2.44M shares2026-Q1: 2.41M shares
$49.36(-0.71%)
2026-03-31
FTV
FORTIVE CORP
3.98%2.09M$115.5M
-14.43%(-352.31K)
2025-Q1: 2.57M shares2025-Q2: 3.38M shares2025-Q3: 3.97M shares2025-Q4: 2.44M shares2026-Q1: 2.09M shares
$55.44(+5.92%)
2026-03-31
CRH
CRH PLC
3.95%1.09M$114.5M
+39.89%(+310.60K)
2025-Q1: 1.71M shares2025-Q2: 1.33M shares2025-Q3: 1.07M shares2025-Q4: 778.7K shares2026-Q1: 1.09M shares
$74.12(+39.25%)
2026-03-31

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