Gates Capital Management, Inc.
CIK 1312908
13F filing for Q2 2026・No. 1,036
- Holdings
- US$4.16B
- Quarter change
- +US$500.66M
- Entries
- 35
- Net bought (estimate)
- −US$120.55M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 2
- Cut 17
- Added 11
- Corporate actions 0
- Unchanged 1
Largest holdings
31 stocks worth US$3.05B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DARDARLING INGREDIENTS INCCOM | Added | 2,902,582 | US$158.54M | 5.21% |
| TIC SOLUTIONS INCCOM | Cut | 19,501,621 | US$157.77M | 5.18% |
| DVADAVITA INCCOM | Cut | 688,136 | US$153.1M | 5.03% |
| RENTOKIL INITIAL PLCSPONSORED ADR | Added | 5,173,407 | US$148.01M | 4.86% |
| SPGIS&P GLOBAL INCCOM | Added | 361,186 | US$147.1M | 4.83% |
| NVSTENVISTA HOLDINGS CORPORATIONCOM | Added | 5,552,383 | US$146.31M | 4.80% |
| CARRCARRIER GLOBAL CORPORATIONCOM | Cut | 1,991,308 | US$146.06M | 4.80% |
| MASTERBRAND INCCOMMON STOCK | Added | 13,186,754 | US$135.69M | 4.46% |
| SIRISIRIUSXM HOLDINGS INCCOMMON STOCK | Added | 4,539,927 | US$134.11M | 4.40% |
| ATKRATKORE INCCOM | Cut | 1,710,192 | US$130.04M | 4.27% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.