account_balance
Investment manager · 13F filer · SEC CIK 1312908
Gates Capital Management, Inc.
Reported value$3.05Bas of Jun 30, 2026
Positions31 2 new, 2 sold out
Top 10 weight47.8%DAR alone is 5%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DARDarling Ingredients Inc
5.2%Added +23%
TICTic Solutions Inc
5.2%Trimmed −11%
DVADavita Inc
5.0%Trimmed −5%
RTORentokil Initial PLC
4.9%Added +19%
SPGIS&P Global Inc
4.8%Added +10%
NVSTEnvista Holdings Corporation
4.8%Added +4%
CARRCarrier Global Corporation
4.8%Trimmed −20%
MBCMasterbrand Inc
4.5%Added +27%
SIRISiriusxm Holdings Inc
4.4%Added +66%
ATKRAtkore Inc
4.3%Trimmed −36%
PNRPentair PLC
4.2%Added +86%
COOCooper Cos Inc
4.0%New
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DAR Darling Ingredients Inc 5.2% Added +23%TIC Tic Solutions Inc 5.2% Trimmed −11%DVA Davita Inc 5.0% Trimmed −5%RTO Rentokil Initial PLC 4.9% Added +19%SPGI S&P Global Inc 4.8% Added +10%NVST Envista Holdings Corporation 4.8% Added +4%CARR Carrier Global Corporation 4.8% Trimmed −20%MBC Masterbrand Inc 4.5% Added +27%SIRI Siriusxm Holdings Inc 4.4% Added +66%
ATKR Atkore Inc 4.3% Trimmed −36%
PNR Pentair PLC 4.2% Added +86%COO Cooper Cos Inc 4.0% NewWhat changed