Institutional Fund
Gates Capital Management, Inc.
New York, NYCIK 13129085 filings on record
Portfolio Value
$2.90B
Q1 2026
Holdings
31
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+0.9%
from $2.87B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Atkore Inc5.5%
- Darling Ingredients Inc5.0%
- Tic Solutions Inc5.0%
- Carrier Global Corporation4.8%
- S&P Global Inc4.8%
- Rentokil Initial PLC4.7%
- Other70.2%
Portfolio Holdings
31 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Atkore Inc | 2.69M | $158.22M | 5.5% | −47.4K | Reduced |
| 2 | Darling Ingredients Inc | 2.36M | $146.04M | 5.0% | −2.38M | Reduced |
| 3 | Tic Solutions Inc | 21.85M | $143.77M | 5.0% | +7.01M | Added |
| 4 | Carrier Global Corporation | 2.49M | $140.48M | 4.8% | −725.7K | Reduced |
| 5 | S&P Global Inc | 328.0K | $139.49M | 4.8% | +40.4K | Added |
| 6 | Rentokil Initial PLC | 4.35M | $137.00M | 4.7% | −164.6K | Reduced |
| 7 | Envista Holdings Corporation | 5.36M | $136.05M | 4.7% | −445.4K | Reduced |
| 8 | Amrize Ltd | 2.41M | $135.15M | 4.7% | −32.0K | Reduced |
| 9 | Fortive Corp | 2.09M | $115.51M | 4.0% | −352.3K | Reduced |
| 10 | Crh PLC | 1.09M | $114.51M | 4.0% | +310.6K | Added |
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