Gates Capital Management, Inc.: 13F holdings
CIK 13129082026Q2
| Positions | 35 |
|---|
| Reported value | $4.2bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 35 (+1 vs prior quarter) |
|---|
| Reported value | $4.2bn (+13.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DAR DARLING INGREDIENTS INC | 2,902,582 | $158.5m | 3.8% |
| TIC TIC SOLUTIONS INC | 19,501,621 | $157.8m | 3.8% |
| DVA DAVITA INC | 688,136 | $153.1m | 3.7% |
| RTO RENTOKIL INITIAL PLC | 5,173,407 | $148.0m | 3.6% |
| SPGI S&P GLOBAL INC | 361,186 | $147.1m | 3.5% |
| NVST ENVISTA HOLDINGS CORPORATION | 5,552,383 | $146.3m | 3.5% |
| CARR CARRIER GLOBAL CORPORATION | 1,991,308 | $146.1m | 3.5% |
| MBC MASTERBRAND INC | 13,186,754 | $135.7m | 3.3% |
| SIRI SIRIUSXM HOLDINGS INC | 4,539,927 | $134.1m | 3.2% |
| ATKR ATKORE INC | 1,710,192 | $130.0m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1312908")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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