Gates Capital Management, Inc. Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$2.3T
Holdings
29
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DVADAVITA INC | 2,874,648 | $164.1B | 7.11% | |
| 2 | AIMCUSDALTRA INDL MOTION CORP | 5,718,516 | $158.4B | 6.87% | |
| 3 | WABWABTEC CORP | 1,679,044 | $120.7B | 5.23% | |
| 4 | HLTHILTON WORLDWIDE HLDGS INC | 1,283,390 | $119.5B | 5.18% | |
| 5 | VICIVICI PPTYS INC | 5,245,077 | $118.8B | 5.15% | |
| 6 | GLPIGAMING & LEISURE PPTYS INC | 3,083,539 | $117.9B | 5.11% | |
| 7 | OPLNKAR AUCTION SVCS INC | 4,771,751 | $117.1B | 5.08% | |
| 8 | MFS1EURWELBILT INC | 6,613,036 | $111.5B | 4.83% | |
| 9 | GRA1EURGRACE W R & CO DEL NEW | 1,515,966 | $101.2B | 4.39% | |
| 10 | PAHUSDELEMENT SOLUTIONS INC | 9,853,244 | $100.3B | 4.35% | |
| 11 | IAA-WUSDIAA INC | 2,327,200 | $97.1B | 4.21% | |
| 12 | FTVFORTIVE CORP | 1,260,404 | $86.4B | 3.75% | |
| 13 | SPGIS&P GLOBAL INC | 350,611 | $85.9B | 3.72% | |
| 14 | SERVUSDSERVICEMASTER GLOBAL HLDGS I | 1,530,823 | $85.6B | 3.71% | |
| 15 | IRINGERSOLL-RAND PLC | 685,477 | $84.5B | 3.66% | |
| 16 | AWIARMSTRONG WORLD INDS INC NEW | 803,290 | $77.7B | 3.37% | |
| 17 | CDKCDK GLOBAL INC | 1,484,081 | $71.4B | 3.09% | |
| 18 | STSENSATA TECHNOLOGIES HLDNG P | 1,360,386 | $68.1B | 2.95% | |
| 19 | ALCALCON INC | 1,158,849 | $67.5B | 2.93% | |
| 20 | SRGSERITAGE GROWTH PPTYS | 1,382,440 | $58.7B | 2.55% | |
| 21 | MGMMGM RESORTS INTERNATIONAL | 2,051,437 | $56.9B | 2.47% | |
| 22 | SNASNAP ON INC | 312,666 | $48.9B | 2.12% | |
| 23 | MERCMERCER INTL INC | 3,691,530 | $46.3B | 2.01% | |
| 24 | MLIMUELLER INDS INC | 1,259,693 | $36.1B | 1.57% | |
| 25 | NVSTENVISTA HLDGS CORP | 1,199,416 | $33.4B | 1.45% | |
| 26 | VSTOEURVISTA OUTDOOR INC | 5,297,134 | $32.8B | 1.42% | |
| 27 | —NUVERRA ENVIRONMENTAL SOLUTI | 7,056,917 | $29.9B | 1.29% | |
| 28 | —EXELA TECHNOLOGIES INC | 4,233,010 | $5.0B | 0.22% | |
| 29 | IOUSDION GEOPHYSICAL CORP | 539,855 | $4.9B | 0.21% |