GATES CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TIC | 14.84M | $149.99M |
 | MBC | 9.23M | $101.85M |
 | NEOG | 8.39M | $58.61M |
 | NVST | 5.81M | $126.09M |
 | GTX | 5.48M | $95.48M |
 | DAR | 4.74M | $170.79M |
 | ESI | 4.56M | $114.03M |
 | VICI | 3.41M | $95.87M |
 | CARR | 3.22M | $170.17M |
 | XBP | 3.19M | $21.75M |
 | ATKR | 2.73M | $172.87M |
 | AMRZ | 2.44M | $132.20M |
 | FTV | 2.44M | $134.81M |
 | RAL | 2.26M | $114.83M |
 | GLPI | 2.09M | $93.36M |
 | APG | 1.83M | $70.15M |
 | CCSI | 1.79M | $39.17M |
 | DVA | 1.18M | $133.55M |
 | PNR | 903K | $94.00M |
 | VLTO | 793K | $79.10M |
TIC Solutions, Inc.
TIC
Shares Held
14.84M
Value
$149.99M
MasterBrand, Inc.
MBC
Shares Held
9.23M
Value
$101.85M
Neogen Corporation
NEOG
Shares Held
8.39M
Value
$58.61M
Envista Holdings Corp
NVST
Shares Held
5.81M
Value
$126.09M
Garrett Motion Inc.
GTX
Shares Held
5.48M
Value
$95.48M
Darling Ingredients Inc.
DAR
Shares Held
4.74M
Value
$170.79M
Element Solutions Inc
ESI
Shares Held
4.56M
Value
$114.03M
VICI Properties Inc.
VICI
Shares Held
3.41M
Value
$95.87M
Carrier Global Corporation
CARR
Shares Held
3.22M
Value
$170.17M
XBP Global Holdings, Inc.
XBP
Shares Held
3.19M
Value
$21.75M
Atkore Inc.
ATKR
Shares Held
2.73M
Value
$172.87M
Amrize Ltd
AMRZ
Shares Held
2.44M
Value
$132.20M
Fortive Corporation
FTV
Shares Held
2.44M
Value
$134.81M
Ralliant Corp.
RAL
Shares Held
2.26M
Value
$114.83M
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
2.09M
Value
$93.36M
APi Group Corporation
APG
Shares Held
1.83M
Value
$70.15M
Consensus Cloud Solutions, Inc.
CCSI
Shares Held
1.79M
Value
$39.17M
DaVita Inc.
DVA
Shares Held
1.18M
Value
$133.55M
Pentair plc
PNR
Shares Held
903K
Value
$94.00M
Veralto Corporation
VLTO
Shares Held
793K
Value
$79.10M