Gates Capital Management, Inc. Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$2.7T
Holdings
23
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | OTISOTIS WORLDWIDE CORP | 2,969,999 | $203.3B | 7.40% | |
| 2 | SPGIS&P GLOBAL INC | 529,175 | $186.7B | 6.80% | |
| 3 | VSTOEURVISTA OUTDOOR INC | 5,686,684 | $182.4B | 6.64% | |
| 4 | GLPIGAMING & LEISURE PPTYS INC | 3,901,931 | $165.6B | 6.03% | |
| 5 | PAHUSDELEMENT SOLUTIONS INC | 9,043,922 | $165.4B | 6.02% | |
| 6 | CARRCARRIER GLOBAL CORPORATION | 3,764,851 | $159.0B | 5.79% | |
| 7 | VNTVONTIER CORPORATION | 5,077,661 | $153.7B | 5.59% | |
| 8 | DVADAVITA INC | 1,402,841 | $151.2B | 5.50% | |
| 9 | SERVUSDTERMINIX GLOBAL HOLDINGS INC | 3,106,565 | $148.1B | 5.39% | |
| 10 | STZCONSTELLATION BRANDS INC | 633,640 | $144.5B | 5.26% | |
| 11 | IAA-WUSDIAA INC | 2,307,258 | $127.2B | 4.63% | |
| 12 | APY1EURCHAMPIONX CORPORATION | 5,606,459 | $121.8B | 4.43% | |
| 13 | VICIVICI PPTYS INC | 4,252,196 | $120.1B | 4.37% | |
| 14 | AWIARMSTRONG WORLD INDS INC NEW | 1,275,644 | $114.9B | 4.18% | |
| 15 | WHWYNDHAM HOTELS & RESORTS INC | 1,531,355 | $106.9B | 3.89% | |
| 16 | WABWABTEC | 1,307,932 | $103.5B | 3.77% | |
| 17 | CZRCAESARS ENTERTAINMENT INC NE | 997,151 | $87.2B | 3.17% | |
| 18 | IFFINTERNATIONAL FLAVORS&FRAGRA | 603,381 | $84.2B | 3.07% | |
| 19 | MERCMERCER INTL INC | 4,682,885 | $67.4B | 2.45% | |
| 20 | BERYEURBERRY GLOBAL GROUP INC | 923,112 | $56.7B | 2.06% | |
| 21 | MFS1EURWELBILT INC | 3,239,109 | $52.6B | 1.92% | |
| 22 | MLIMUELLER INDS INC | 717,370 | $29.7B | 1.08% | |
| 23 | —NUVERRA ENVIRONMENTAL SOLUTI | 6,626,660 | $15.2B | 0.55% |