Gates Capital Management, Inc. Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$2.2T
Holdings
27
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DVADAVITA INC | 2,981,285 | $161.9B | 7.22% | |
| 2 | OPLNKAR AUCTION SVCS INC | 2,976,944 | $152.7B | 6.82% | |
| 3 | AIMCUSDALTRA INDL MOTION CORP | 4,659,129 | $144.7B | 6.46% | |
| 4 | MFS1EURWELBILT INC | 7,728,288 | $126.6B | 5.65% | |
| 5 | HLTHILTON WORLDWIDE HLDGS INC | 1,433,642 | $119.2B | 5.32% | |
| 6 | AWIARMSTRONG WORLD INDS INC NEW | 1,491,140 | $118.4B | 5.29% | |
| 7 | GLPIGAMING & LEISURE PPTYS INC | 2,995,285 | $115.5B | 5.16% | |
| 8 | MGMMGM RESORTS INTERNATIONAL | 3,656,707 | $93.8B | 4.19% | |
| 9 | GRA1EURGRACE W R & CO DEL NEW | 1,155,271 | $90.2B | 4.02% | |
| 10 | VSMEURVERSUM MATLS INC | 1,759,202 | $88.5B | 3.95% | |
| 11 | AABAUSDALTABA INC | 1,175,648 | $87.1B | 3.89% | |
| 12 | SERVUSDSERVICEMASTER GLOBAL HLDGS I | 1,805,829 | $84.3B | 3.76% | |
| 13 | STZCONSTELLATION BRANDS INC | 454,000 | $79.6B | 3.55% | |
| 14 | SNASNAP ON INC | 489,701 | $76.6B | 3.42% | |
| 15 | WABWABTEC CORP | 1,009,494 | $74.4B | 3.32% | |
| 16 | SPGIS&P GLOBAL INC | 339,855 | $71.6B | 3.19% | |
| 17 | PAHUSDELEMENT SOLUTIONS INC | 6,804,532 | $68.7B | 3.07% | |
| 18 | STSENSATA TECHNOLOGIES HLDNG P | 1,466,613 | $66.0B | 2.95% | |
| 19 | FTVFORTIVE CORP | 775,462 | $65.1B | 2.90% | |
| 20 | SRGSERITAGE GROWTH PPTYS | 1,423,461 | $63.3B | 2.82% | |
| 21 | —NUVERRA ENVIRONMENTAL SOLUTI | 7,056,917 | $62.8B | 2.80% | |
| 22 | HGVHILTON GRAND VACATIONS INC | 1,727,984 | $53.3B | 2.38% | |
| 23 | AXTAAXALTA COATING SYS LTD | 2,087,500 | $52.6B | 2.35% | Call |
| 24 | VICIVICI PPTYS INC | 2,178,182 | $47.7B | 2.13% | |
| 25 | MERCMERCER INTL INC | 2,990,617 | $40.4B | 1.80% | |
| 26 | —EXELA TECHNOLOGIES INC | 6,244,800 | $20.9B | 0.93% | |
| 27 | IOUSDION GEOPHYSICAL CORP | 1,024,835 | $14.8B | 0.66% |