Gates Capital Management, Inc. Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$5.7B

Holdings

29

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (29 positions)

#StockSharesValue% PortfolioType
1
XLISELECT SECTOR SPDR TR
11,000,000$1489.8T26035002.49%Put
2
XLBSELECT SECTOR SPDR TR
5,500,000$530.1T9263340.00%Put
3
CARRCARRIER GLOBAL CORPORATION
4,333,063$348.8T6094736.36%Put
4
DARDARLING INGREDIENTS INC
5,985,914$222.4T3887086.20%
5
FTVFORTIVE CORP
2,811,962$221.9T3878551.34%
6
VSTOEURVISTA OUTDOOR INC
5,589,041$219.0T3826658.62%
7
APGAPI GROUP CORP
5,847,200$193.1T3373983.94%
8
RHCRH PLC
1,901,762$176.4T3082061.15%
9
ATKRATKORE INC
2,011,580$170.5T2978816.57%
10
MBCMASTERBRAND INC
8,830,771$163.7T2861055.91%
11
GEHCGE HEALTHCARE TECHNOLOGIES I
1,631,256$153.1T2675311.73%Put
12
KVUEKENVUE INC
6,535,081$151.2T2641463.43%
13
SPGIS&P GLOBAL INC
287,554$148.6T2596023.50%
14
LWLAMB WESTON HLDGS INC
2,290,119$148.3T2590888.59%
15
PNRPENTAIR PLC
1,430,249$139.9T2444128.83%
16
VLTOVERALTO CORP
1,206,823$135.0T2359045.88%
17
RTORENTOKIL INITIAL PLC
5,173,168$129.0T2253703.89%
18
DVADAVITA INC
721,203$118.2T2066017.32%
19
GLPIGAMING & LEISURE PPTYS INC
2,098,022$107.9T1886311.49%
20
TKOTKO GROUP HOLDINGS INC
730,363$90.4T1578925.23%
21
AWIARMSTRONG WORLD INDS INC NEW
680,445$89.4T1562807.64%
22
VICIVICI PPTYS INC
2,671,760$89.0T1555213.69%
23
OTISOTIS WORLDWIDE CORP
826,748$85.9T1501667.76%
24
NVSTENVISTA HOLDINGS CORPORATION
4,078,571$80.6T1408357.66%
25
ENQENTEGRIS INC
714,254$80.4T1404555.79%
26
WHWYNDHAM HOTELS & RESORTS INC
911,713$71.2T1244943.23%
27
PAHUSDELEMENT SOLUTIONS INC
2,552,030$69.3T1211249.29%
28
GTLSCHART INDS INC
498,197$61.8T1080763.94%
29
CCSICONSENSUS CLOUD SOLUTIONS IN
1,597,256$37.6T657329.97%