Gates Capital Management, Inc. Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$2.4T
Holdings
29
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DVADAVITA INC | 3,297,947 | $185.5B | 7.80% | |
| 2 | AIMCUSDALTRA INDL MOTION CORP | 4,520,134 | $162.2B | 6.82% | |
| 3 | IAA-WUSDIAA INC | 3,218,242 | $124.8B | 5.25% | |
| 4 | OPLNKAR AUCTION SVCS INC | 4,965,137 | $124.1B | 5.22% | |
| 5 | WABWABTEC CORP | 1,726,211 | $123.9B | 5.21% | |
| 6 | HLTHILTON WORLDWIDE HLDGS INC | 1,266,601 | $123.8B | 5.20% | |
| 7 | MFS1EURWELBILT INC | 7,385,482 | $123.3B | 5.18% | |
| 8 | GLPIGAMING & LEISURE PPTYS INC | 3,142,916 | $122.5B | 5.15% | |
| 9 | VICIVICI PPTYS INC | 5,340,738 | $117.7B | 4.95% | |
| 10 | SPGIS&P GLOBAL INC | 431,771 | $98.4B | 4.13% | |
| 11 | MGMMGM RESORTS INTERNATIONAL | 3,288,963 | $94.0B | 3.95% | |
| 12 | STSENSATA TECHNOLOGIES HLDNG P | 1,823,114 | $89.3B | 3.75% | |
| 13 | IRINGERSOLL-RAND PLC | 701,150 | $88.8B | 3.73% | |
| 14 | GRA1EURGRACE W R & CO DEL NEW | 1,135,271 | $86.4B | 3.63% | |
| 15 | AWIARMSTRONG WORLD INDS INC NEW | 849,857 | $82.6B | 3.47% | |
| 16 | SERVUSDSERVICEMASTER GLOBAL HLDGS I | 1,537,867 | $80.1B | 3.37% | |
| 17 | AXTAAXALTA COATING SYS LTD | 2,409,103 | $71.7B | 3.01% | |
| 18 | PAHUSDELEMENT SOLUTIONS INC | 6,816,803 | $70.5B | 2.96% | |
| 19 | SRGSERITAGE GROWTH PPTYS | 1,600,565 | $68.8B | 2.89% | |
| 20 | FTVFORTIVE CORP | 834,020 | $68.0B | 2.86% | |
| 21 | ALCALCON INC | 859,298 | $53.3B | 2.24% | |
| 22 | SNASNAP ON INC | 312,666 | $51.8B | 2.18% | |
| 23 | MERCMERCER INTL INC | 2,698,617 | $41.7B | 1.75% | |
| 24 | STZCONSTELLATION BRANDS INC | 173,325 | $34.1B | 1.43% | |
| 25 | —NUVERRA ENVIRONMENTAL SOLUTI | 7,056,917 | $29.0B | 1.22% | |
| 26 | MLIMUELLER INDS INC | 988,686 | $28.9B | 1.22% | |
| 27 | VSTOEURVISTA OUTDOOR INC | 1,817,218 | $16.1B | 0.68% | |
| 28 | —EXELA TECHNOLOGIES INC | 5,632,552 | $12.3B | 0.52% | |
| 29 | IOUSDION GEOPHYSICAL CORP | 653,706 | $5.3B | 0.22% |