GATES CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TIC | 21.85M | $143.77M |
 | MBC | 10.35M | $85.98M |
 | NEOG | 6.26M | $58.14M |
 | GTX | 5.94M | $107.85M |
 | NVST | 5.36M | $136.05M |
 | VICI | 3.23M | $88.36M |
 | XBP | 3.19M | $14.05M |
 | ESI | 3.06M | $104.44M |
 | SIRI | 2.74M | $63.29M |
 | ATKR | 2.69M | $158.22M |
 | CARR | 2.49M | $140.48M |
 | AMRZ | 2.41M | $135.15M |
 | DAR | 2.36M | $146.04M |
 | KBR | 2.09M | $77.10M |
 | FTV | 2.09M | $115.51M |
 | GLPI | 2.06M | $91.32M |
 | CCSI | 1.84M | $43.64M |
 | APG | 1.60M | $64.83M |
 | VSNT | 1.51M | $55.81M |
 | RAL | 1.39M | $57.82M |
TIC Solutions, Inc.
TIC
Shares Held
21.85M
Value
$143.77M
MasterBrand, Inc.
MBC
Shares Held
10.35M
Value
$85.98M
Neogen Corporation
NEOG
Shares Held
6.26M
Value
$58.14M
Garrett Motion Inc.
GTX
Shares Held
5.94M
Value
$107.85M
Envista Holdings Corp
NVST
Shares Held
5.36M
Value
$136.05M
VICI Properties Inc.
VICI
Shares Held
3.23M
Value
$88.36M
XBP Global Holdings, Inc.
XBP
Shares Held
3.19M
Value
$14.05M
Element Solutions Inc
ESI
Shares Held
3.06M
Value
$104.44M
Sirius XM Holdings Inc.
SIRI
Shares Held
2.74M
Value
$63.29M
Atkore Inc.
ATKR
Shares Held
2.69M
Value
$158.22M
Carrier Global Corporation
CARR
Shares Held
2.49M
Value
$140.48M
Amrize Ltd
AMRZ
Shares Held
2.41M
Value
$135.15M
Darling Ingredients Inc.
DAR
Shares Held
2.36M
Value
$146.04M
KBR, Inc.
KBR
Shares Held
2.09M
Value
$77.10M
Fortive Corporation
FTV
Shares Held
2.09M
Value
$115.51M
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
2.06M
Value
$91.32M
Consensus Cloud Solutions, Inc.
CCSI
Shares Held
1.84M
Value
$43.64M
APi Group Corporation
APG
Shares Held
1.60M
Value
$64.83M
Versant Media Group, Inc. Class A
VSNT
Shares Held
1.51M
Value
$55.81M
Ralliant Corp.
RAL
Shares Held
1.39M
Value
$57.82M