Gates Capital Management, Inc.

CIK Number: 0001312908

5.1B
Market Value
28
# of Holdings
12 months
Avg. Holding Period
22.86%
Win Rate
16.09%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 DAR Darling Ingredi...
38.61
+7.22% 6.67M +11.40% 224.66M 41.07 4.22%
2 ATKR Atkore Inc.
66.03
-0.67% 2.61M +29.62% 217.58M 89.67 4.09%
3 CARR Carrier Global ...
70.87
-0.52% 2.93M 0.00% 200.21M 26.97 3.76%
4 FTV Fortive Corpora...
70.67
+1.79% 2.41M -14.17% 181M 72.61 3.40%
5 APG APi Group Corpo...
48.58
+1.52% 5.01M -14.25% 180.35M 34.11 3.39%
6 CRH CRH plc
90.45
+0.46% 1.75M -8.14% 161.63M 58.53 3.04%
7 SPGI S&P Global Inc.
504.40
+0.58% 287.55K 0.00% 143.21M 264.59 2.69%
8 MBC MasterBrand, In...
10.19
+1.19% 9.49M +7.46% 138.64M 8.65 2.60%
9 YETI YETI Holdings, ...
30.48
+1.62% 3.51M +100.00% 135.36M 38.51 2.54%
10 PNR Pentair plc
97.64
+1.05% 1.33M -6.86% 134.07M 46.35 2.52%
11 VLTO Veralto Corpora...
97.57
+0.26% 1.21M -0.12% 122.76M 82.72 2.31%
12 KVUE Kenvue Inc.
21.63
+0.82% 5.46M -16.44% 116.58M 19.8 2.19%
13 TKO TKO Group Holdi...
168.05
+3.05% 798.26K +9.30% 113.44M 96.63 2.13%
14 DVA DaVita Inc.
137.64
+1.12% 717.51K -0.51% 107.3M 78.44 2.01%
15 GLPI Gaming and Leis...
45.82
-0.82% 2.1M 0.00% 101.04M 39.97 1.90%
16 GTLS Chart Industrie...
146.16
+1.36% 480.9K -3.47% 91.77M 149.02 1.72%
17 NVST Envista Holding...
19.05
+3.28% 4.69M +15.09% 90.55M 22.63 1.70%
18 LW Lamb Weston Hol...
55.19
+0.71% 1.35M -41.25% 89.92M 77.65 1.69%
19 VICI VICI Properties...
32.13
+0.05% 3.02M +13.10% 88.27M 26.04 1.66%
20 AWI Armstrong World...
151.53
+0.17% 615.45K -9.55% 86.98M 72.89 1.63%
21 WH Wyndham Hotels ...
79.76
+0.80% 734.27K -19.46% 74.01M 66.68 1.39%
22 GEHC GE HealthCare T...
72.78
+0.73% 906.26K -2.68% 70.85M 73.32 1.33%
23 OTIS Otis Worldwide ...
96.34
+0.54% 761.75K -7.86% 70.55M 58.39 1.32%
24 ESI Element Solutio...
21.54
+2.52% 2.69M +5.27% 68.32M 13.46 1.28%
25 ENTG Entegris, Inc.
78.11
+3.68% 509.85K -28.62% 50.51M 100.34 0.95%
26 GTX Garrett Motion ...
10.35
+0.34% 4.44M +100.00% 40.07M 9.03 0.75%
27 CCSI Consensus Cloud...
22.27
+2.86% 1.61M +1.02% 38.5M 39.73 0.72%
28 MERC Mercer Internat...
3.60
-0.69% 1.04M +100.00% 6.74M 6.5 0.13%