Gates Capital Management, Inc. Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$1.5T
Holdings
28
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UTXZUNITED TECHNOLOGIES CORP | 1,194,172 | $112.6B | 7.42% | |
| 2 | DVADAVITA INC | 1,289,706 | $98.1B | 6.47% | |
| 3 | PAHUSDELEMENT SOLUTIONS INC | 10,893,697 | $91.1B | 6.00% | |
| 4 | VICIVICI PPTYS INC | 5,372,501 | $89.4B | 5.89% | |
| 5 | OPLNKAR AUCTION SVCS INC | 7,449,586 | $89.4B | 5.89% | |
| 6 | SERVUSDSERVICEMASTER GLOBAL HLDGS I | 3,284,586 | $88.7B | 5.85% | |
| 7 | WABWABTEC | 1,722,682 | $82.9B | 5.46% | |
| 8 | GLPIGAMING & LEISURE PPTYS INC | 2,936,931 | $81.4B | 5.36% | |
| 9 | SPGIS&P GLOBAL INC | 305,611 | $74.9B | 4.94% | |
| 10 | STZCONSTELLATION BRANDS INC | 454,474 | $65.2B | 4.29% | |
| 11 | HLTHILTON WORLDWIDE HLDGS INC | 934,629 | $63.8B | 4.20% | |
| 12 | GRA1EURGRACE W R & CO DEL NEW | 1,633,083 | $58.1B | 3.83% | |
| 13 | WHWYNDHAM HOTELS & RESORTS INC | 1,770,883 | $55.8B | 3.68% | |
| 14 | NVSTENVISTA HOLDINGS CORPORATION | 3,698,481 | $55.3B | 3.64% | |
| 15 | VSTOEURVISTA OUTDOOR INC | 5,639,414 | $49.6B | 3.27% | |
| 16 | AWIARMSTRONG WORLD INDS INC | 620,919 | $49.3B | 3.25% | |
| 17 | AIMCUSDALTRA INDL MOTION CORP | 2,689,184 | $47.0B | 3.10% | |
| 18 | AXTAAXALTA COATING SYS LTD | 2,433,897 | $42.0B | 2.77% | |
| 19 | IAA-WUSDIAA INC | 1,337,703 | $40.1B | 2.64% | |
| 20 | MERCMERCER INTL INC | 4,975,301 | $36.0B | 2.37% | |
| 21 | ALCALCON INC | 648,082 | $32.9B | 2.17% | |
| 22 | MGMMGM RESORTS INTERNATIONAL | 2,629,169 | $31.0B | 2.04% | |
| 23 | MFS1EURWELBILT INC | 5,444,370 | $27.9B | 1.84% | |
| 24 | MLIMUELLER INDS INC | 1,081,591 | $25.9B | 1.71% | |
| 25 | SRGSERITAGE GROWTH PPTYS | 1,136,303 | $10.4B | 0.68% | |
| 26 | —NUVERRA ENVIRONMENTAL SOLUTI | 7,056,917 | $9.9B | 0.65% | |
| 27 | OTISOTIS WORLDWIDE CORP | 162,988 | $8.1B | 0.54% | |
| 28 | IOUSDION GEOPHYSICAL CORP | 300,219 | $381.0M | 0.03% |