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 weight48%DAR alone is 5%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DAR
Darling Ingredients INC
5.2%Added
TIC
Tic Solutions INC
5.2%Trimmed
DVA
Davita INC
5.0%Trimmed
RTO
Rentokil Initial PLC
4.9%Added
SPGI
S&p Global INC
4.8%Added
NVST
Envista Holdings Corporation
4.8%Added
CARR
Carrier Global Corporation
4.8%Trimmed
MBC
Masterbrand INC
4.5%Added
SIRI
Siriusxm Holdings INC
4.4%Added
ATKR
Atkore INC
4.3%Trimmed
21 others
52.2%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed