Gates Capital Management, Inc. Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$2.3T
Holdings
25
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | OTISOTIS WORLDWIDE CORP | 2,567,252 | $160.2B | 6.98% | |
| 2 | DVADAVITA INC | 1,759,503 | $150.7B | 6.56% | Put |
| 3 | HLTHILTON WORLDWIDE HLDGS INC | 1,657,723 | $141.4B | 6.16% | Put |
| 4 | PAHUSDELEMENT SOLUTIONS INC | 12,394,073 | $130.3B | 5.67% | |
| 5 | CARRCARRIER GLOBAL CORPORATION | 4,207,768 | $128.5B | 5.60% | |
| 6 | IAA-WUSDIAA INC | 2,294,606 | $119.5B | 5.20% | |
| 7 | GLPIGAMING & LEISURE PPTYS INC | 3,155,811 | $116.5B | 5.08% | |
| 8 | VICIVICI PPTYS INC | 4,962,562 | $116.0B | 5.05% | |
| 9 | SERVUSDSERVICEMASTER GLOBAL HLDGS I | 2,882,073 | $114.9B | 5.01% | |
| 10 | SPGIS&P GLOBAL INC | 305,611 | $110.2B | 4.80% | |
| 11 | WABWABTEC | 1,657,377 | $102.6B | 4.47% | |
| 12 | AWIARMSTRONG WORLD INDS INC | 1,362,495 | $93.8B | 4.08% | |
| 13 | VSTOEURVISTA OUTDOOR INC | 4,413,460 | $89.1B | 3.88% | |
| 14 | APY1EURCHAMPIONX CORPORATION | 10,916,870 | $87.2B | 3.80% | |
| 15 | OPLNKAR AUCTION SVCS INC | 5,708,585 | $82.2B | 3.58% | |
| 16 | ENQENTEGRIS INC | 1,088,428 | $80.9B | 3.52% | |
| 17 | WHWYNDHAM HOTELS & RESORTS INC | 1,597,087 | $80.7B | 3.51% | |
| 18 | STZCONSTELLATION BRANDS INC | 356,776 | $67.6B | 2.94% | |
| 19 | FTDRFRONTDOOR INC | 1,719,327 | $66.9B | 2.91% | |
| 20 | GRA1EURGRACE W R & CO DEL NEW | 1,519,341 | $61.2B | 2.67% | |
| 21 | AIMCUSDALTRA INDL MOTION CORP | 1,604,458 | $59.3B | 2.58% | |
| 22 | MLIMUELLER INDS INC | 1,832,435 | $49.6B | 2.16% | |
| 23 | MERCMERCER INTL INC | 6,496,666 | $42.9B | 1.87% | |
| 24 | MFS1EURWELBILT INC | 4,478,965 | $27.6B | 1.20% | |
| 25 | —NUVERRA ENVIRONMENTAL SOLUTI | 7,056,917 | $16.4B | 0.71% |