Gates Capital Management, Inc. Top Holdings and 13F Report (2025) About Gates Capital Management, Inc.Investment ActivityGates Capital Management, Inc. has $5.10 billion in total holdings as of March 31, 2025.Gates Capital Management, Inc. owns shares of 31 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 9.63% of the portfolio was purchased this quarter.About 9.88% of the portfolio was sold this quarter.This quarter, Gates Capital Management, Inc. has purchased 32 new stocks and bought additional shares in 16 stocks.Gates Capital Management, Inc. sold shares of 8 stocks and completely divested from 3 stocks this quarter.Largest Holdings Industrial Select Sector SPDR Fund $1,507,305,000Materials Select Sector SPDR Fund $365,415,000Darling Ingredients $247,282,094Atkore $195,871,009Fortive $187,740,290 Largest New Holdings this Quarter 640491106 - Neogen $79,390,514 Holding00510N102 - ACUREN CORP $76,950,767 Holding Largest Purchases this Quarter Neogen 9,156,922 shares (about $79.39M)ACUREN CORP 6,920,033 shares (about $76.95M)Element Solutions 2,738,250 shares (about $61.91M)Chart Industries 295,738 shares (about $42.69M)Atkore 657,707 shares (about $39.46M) Largest Sales this Quarter Carrier Global 788,307 shares (about $49.98M)TKO GROUP HOLDINGS INC 302,993 shares (about $46.30M)YETI 1,198,540 shares (about $39.67M)APi Group 944,043 shares (about $33.76M)VICI Properties 352,600 shares (about $11.50M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGates Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXLIIndustrial Select Sector SPDR Fund$1,507,305,000$32,767,500 ▲2.2%11,500,00029.6%ETFXLBMaterials Select Sector SPDR Fund$365,415,0000.0%4,250,0007.2%ETFDARDarling Ingredients$247,282,094$38,959,935 ▲18.7%7,915,5604.9%Consumer StaplesATKRAtkore$195,871,009$39,455,843 ▲25.2%3,265,0613.8%IndustrialsFTVFortive$187,740,290$11,129,800 ▲6.3%2,565,4593.7%Computer and TechnologyCARRCarrier Global$186,253,730$49,978,664 ▼-21.2%2,937,7563.7%Computer and TechnologyRTORentokil Initial$151,490,485$8,181,987 ▲5.7%6,615,3053.0%Business ServicesCRH PLC$150,020,959$3,662,191 ▼-2.4%1,705,3652.9%ORDSPGIS&P Global$146,106,1870.0%287,5542.9%Business ServicesAPGAPi Group$145,537,514$33,758,978 ▼-18.8%4,069,8412.9%Business ServicesPNRPentair$130,278,103$13,742,496 ▲11.8%1,489,2332.6%Business ServicesVERALTO CORP$126,908,550$9,449,824 ▲8.0%1,302,2942.5%COM SHSMBCMasterBrand$126,284,480$2,350,591 ▲1.9%9,669,5622.5%Consumer DiscretionaryESIElement Solutions$122,653,484$61,911,832 ▲101.9%5,424,7452.4%Basic MaterialsGTLSChart Industries$112,115,173$42,692,738 ▲61.5%776,6362.2%IndustrialsDVADaVita$110,475,699$718,653 ▲0.7%722,2052.2%MedicalLWLamb Weston$107,460,369$35,743,566 ▲49.8%2,016,1422.1%Consumer StaplesGLPIGaming and Leisure Properties$106,789,3200.0%2,098,0222.1%FinanceTKO GROUP HOLDINGS INC$90,963,362$46,300,361 ▼-33.7%595,2711.8%CL ANVSTEnvista$89,126,239$8,105,244 ▲10.0%5,163,7451.7%MedicalVICIVICI Properties$87,067,999$11,501,812 ▼-11.7%2,669,1601.7%FinanceNEOGNeogen$79,390,514$79,390,514 ▲New Holding9,156,9221.6%MedicalAWIArmstrong World Industries$78,833,067$7,870,825 ▼-9.1%559,5761.5%ConstructionOTISOtis Worldwide$78,612,3940.0%761,7481.5%ConstructionACUREN CORP$76,950,767$76,950,767 ▲New Holding6,920,0331.5%COMYETIYETI$76,668,835$39,671,674 ▼-34.1%2,316,2791.5%Consumer DiscretionaryWHWyndham Hotels & Resorts$57,046,462$9,411,954 ▼-14.2%630,2781.1%Consumer DiscretionaryGTXGarrett Motion$56,878,779$19,738,921 ▲53.1%6,795,5531.1%Auto/Tires/TrucksENTGEntegris$44,602,0280.0%509,8540.9%Computer and TechnologyCCSIConsensus Cloud Solutions$39,036,773$1,797,170 ▲4.8%1,691,3680.8%Computer and TechnologyMERCMercer International$14,085,763$7,705,790 ▲120.8%2,290,3680.3%Basic MaterialsKVUEKenvue$0$116,582,294 ▼-100.0%00.0%Consumer StaplesREVELYST INC$0$95,763,458 ▼-100.0%00.0%COM SHSGEHCGE HealthCare Technologies$0$89,059,216 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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