Gates Capital Management
$3.0B 13F equity value
33 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Gates Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DAR | DARLING INGREDIENTS INC | 2,902,582 | $159M | 5.2% |
| TIC | TIC SOLUTIONS INC | 19,501,621 | $158M | 5.2% |
| DVA | DAVITA INC | 688,136 | $153M | 5.0% |
| RTO | RENTOKIL INITIAL PLC | 5,173,407 | $148M | 4.9% |
| SPGI | S&P GLOBAL INC | 361,186 | $147M | 4.8% |
| NVST | ENVISTA HOLDINGS CORPORATION | 5,552,383 | $146M | 4.8% |
| CARR | CARRIER GLOBAL CORPORATION | 1,991,308 | $146M | 4.8% |
| MBC | MASTERBRAND INC | 13,186,754 | $136M | 4.5% |
| SIRI | SIRIUSXM HOLDINGS INC | 4,539,927 | $134M | 4.4% |
| ATKR | ATKORE INC | 1,710,192 | $130M | 4.3% |
Track Gates Capital Management's 13F portfolio: $3.0B in reported holdings, 33 positions. Top holdings and quarterly changes on SentiSense.
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