Gates Capital Management, Inc. Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$2.0T
Holdings
24
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VICIVICI PPTYS INC | 7,266,020 | $146.7B | 7.34% | |
| 2 | OTISOTIS WORLDWIDE CORP | 2,390,769 | $135.9B | 6.80% | |
| 3 | WABWABTEC | 2,044,214 | $117.7B | 5.89% | |
| 4 | SERVUSDSERVICEMASTER GLOBAL HLDGS I | 3,199,356 | $114.2B | 5.71% | |
| 5 | DVADAVITA INC | 1,441,006 | $114.0B | 5.70% | Put |
| 6 | OPLNKAR AUCTION SVCS INC | 8,268,678 | $113.8B | 5.69% | |
| 7 | GRA1EURGRACE W R & CO DEL NEW | 2,104,067 | $106.9B | 5.35% | |
| 8 | PAHUSDELEMENT SOLUTIONS INC | 9,754,682 | $105.8B | 5.29% | |
| 9 | GLPIGAMING & LEISURE PPTYS INC | 2,998,122 | $103.7B | 5.19% | |
| 10 | SPGIS&P GLOBAL INC | 305,611 | $100.7B | 5.04% | |
| 11 | CARRCARRIER GLOBAL CORPORATION | 4,477,406 | $99.5B | 4.98% | |
| 12 | AWIARMSTRONG WORLD INDS INC | 1,225,270 | $95.5B | 4.78% | |
| 13 | HLTHILTON WORLDWIDE HLDGS INC | 1,257,723 | $92.4B | 4.62% | Put |
| 14 | WHWYNDHAM HOTELS & RESORTS INC | 1,870,824 | $79.7B | 3.99% | |
| 15 | IAA-WUSDIAA INC | 1,921,880 | $74.1B | 3.71% | |
| 16 | AIMCUSDALTRA INDL MOTION CORP | 2,057,964 | $65.6B | 3.28% | |
| 17 | APY1EURCHAMPIONX CORPORATION | 6,602,696 | $64.4B | 3.22% | |
| 18 | VSTOEURVISTA OUTDOOR INC | 4,206,084 | $60.8B | 3.04% | |
| 19 | STZCONSTELLATION BRANDS INC | 341,776 | $59.8B | 2.99% | |
| 20 | MERCMERCER INTL INC | 6,292,653 | $51.3B | 2.57% | |
| 21 | MLIMUELLER INDS INC | 1,688,241 | $44.9B | 2.24% | |
| 22 | MFS1EURWELBILT INC | 4,103,383 | $25.0B | 1.25% | |
| 23 | —NUVERRA ENVIRONMENTAL SOLUTI | 7,056,917 | $16.4B | 0.82% | |
| 24 | NVSTENVISTA HOLDINGS CORPORATION | 505,639 | $10.7B | 0.53% |