Gates Capital Management, Inc. 13F Holdings

CIK 0001312908 · New York, NY

As of Sep 30, 2022, Gates Capital Management, Inc. reported 23 positions worth $2.7M in its SEC Form 13F filing.

Top 23 holdings

SecurityTickerSectorSharesValue% of portfolio
OTIS WORLDWIDE CORPOTISIndustrials4,021,622$256.6K9.41%
S&P GLOBAL INCSPGIFinancial Services782,028$238.8K8.76%
ELEMENT SOLUTIONS INCESIBasic Materials10,076,858 64.0K6.01%
CHAMPIONX CORPAPY1EUREnergy8,147,962 59.5K5.85%
TERMINIX GLOBAL HOLDINGS INC——3,995,390 53.0K5.61%
WYNDHAM HOTELS & RESORTS INCWHConsumer Cyclical2,490,109 52.8K5.60%
CONSTELLATION BRANDS INCSTZConsumer Defensive631,543 45.1K5.32%
FORTIVE CORPFTVTechnology2,480,130 44.6K5.30%
CARRIER GLOBAL CORPCARRBasic Materials3,945,166 40.3K5.15%
VISTA OUTDOOR INCVSTOConsumer Cyclical5,575,891 35.6K4.97%
ARMSTRONG WORLD INDUSTRIES INCAWIBasic Materials1,576,985 24.9K4.58%
DAVITA INCDVAHealthcare1,464,330 21.2K4.45%
GAMING & LEISURE PROPERTIES INCGLPIReal Estate2,638,857 16.7K4.28%
ENTEGRIS INCENTGTechnology1,302,718 08.2K3.97%
VICI PROPERTIES INCVICIReal Estate3,223,449$96.2K3.53%
ENVISTA HOLDINGS CORPORATION——53,500,000$88.3K3.24%
ATKORE INCATKRIndustrials1,110,818$86.4K3.17%
GXO LOGISTICS INCGXOIndustrials2,401,522$84.2K3.09%
PENTAIR PLCPNRIndustrials1,673,306$68.0K2.49%
CONSENSUS CLOUD SOLUTIONS INCCCSITechnology1,130,337$53.5K1.96%
ZURN ELKAY WATER SOLUTIONS CORPZWSIndustrials2,180,372$53.4K1.96%
ENVISTA HOLDINGS CORPNVSTHealthcare756,689$24.8K0.91%
BOYD GAMING CORPBYDConsumer Cyclical223,720 0.7K0.39%