Gates Capital Management
$2.9B Assets Reported
32 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ATKR | ATKORE INC | 2,685,718 | $158M | 5.5% |
| DAR | DARLING INGREDIENTS INC | 2,361,119 | $146M | 5.0% |
| TIC | TIC SOLUTIONS INC | 21,850,000 | $144M | 5.0% |
| CARR | CARRIER GLOBAL CORPORATION | 2,494,791 | $140M | 4.8% |
| SPGI | S&P GLOBAL INC | 327,955 | $139M | 4.8% |
| RTO | RENTOKIL INITIAL PLC | 4,351,956 | $137M | 4.7% |
| NVST | ENVISTA HOLDINGS CORPORATION | 5,362,711 | $136M | 4.7% |
| AMRZ | AMRIZE LTD | 2,412,533 | $135M | 4.7% |
| FTV | FORTIVE CORP | 2,089,472 | $116M | 4.0% |
| CRH | CRH PLC | 1,089,281 | $115M | 4.0% |
Track Gates Capital Management's 13F portfolio: $2.9B in reported holdings, 32 positions. Top holdings, AUM, and quarterly changes on SentiSense.