Gates Capital Management, Inc. Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$3.3T
Holdings
27
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PAHUSDELEMENT SOLUTIONS INC | 9,989,836 | $218.8B | 6.66% | |
| 2 | VSTOEURVISTA OUTDOOR INC | 5,483,246 | $195.7B | 5.96% | |
| 3 | FTVFORTIVE CORP | 2,966,403 | $180.7B | 5.50% | |
| 4 | OTISOTIS WORLDWIDE CORP | 2,221,622 | $171.0B | 5.21% | |
| 5 | SERVUSDTERMINIX GLOBAL HOLDINGS INC | 3,703,049 | $169.0B | 5.15% | |
| 6 | SPGIS&P GLOBAL INC | 403,382 | $165.5B | 5.04% | |
| 7 | APY1EURCHAMPIONX CORPORATION | 6,653,209 | $162.9B | 4.96% | |
| 8 | WHWYNDHAM HOTELS & RESORTS INC | 1,914,794 | $162.2B | 4.94% | |
| 9 | SWKSTANLEY BLACK & DECKER INC | 1,149,670 | $160.7B | 4.89% | |
| 10 | CARRCARRIER GLOBAL CORPORATION | 3,450,024 | $158.3B | 4.82% | |
| 11 | GXOGXO LOGISTICS INCORPORATED | 2,206,084 | $157.4B | 4.79% | |
| 12 | DVADAVITA INC | 1,275,041 | $144.2B | 4.39% | |
| 13 | GLPIGAMING & LEISURE PPTYS INC | 2,751,558 | $129.1B | 3.93% | |
| 14 | NVST 2.375 06/01/25ENVISTA HOLDINGS CORPORATION | 53,500,000 | $126.8B | 3.86% | |
| 15 | ENQENTEGRIS INC | 912,754 | $119.8B | 3.65% | Put |
| 16 | VICIVICI PPTYS INC | 4,031,142 | $114.7B | 3.49% | |
| 17 | STZCONSTELLATION BRANDS INC | 491,436 | $113.2B | 3.45% | |
| 18 | BBWIBATH & BODY WORKS INC | 2,355,415 | $112.6B | 3.43% | Call |
| 19 | BYDBOYD GAMING CORP | 1,706,111 | $112.2B | 3.42% | |
| 20 | AWIARMSTRONG WORLD INDS INC NEW | 1,244,821 | $112.0B | 3.41% | |
| 21 | ZWSZURN WATER SOLUTIONS CORP | 2,500,018 | $88.5B | 2.70% | |
| 22 | CZRCAESARS ENTERTAINMENT INC NE | 886,649 | $68.6B | 2.09% | |
| 23 | CCSICONSENSUS CLOUD SOLUTIONS IN | 940,160 | $56.5B | 1.72% | |
| 24 | —ION GEOPHYSICAL CORP | 70,479,000 | $51.5B | 1.57% | |
| 25 | MERCMERCER INTL INC | 1,880,391 | $26.2B | 0.80% | |
| 26 | WTTRSELECT ENERGY SVCS INC | 388,957 | $3.3B | 0.10% | |
| 27 | IOUSDION GEOPHYSICAL CORP | 2,672,096 | $2.3B | 0.07% |