Gates Capital Management, Inc. Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$1.8T
Holdings
28
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DVADAVITA INC | 2,226,221 | $114.6B | 6.31% | |
| 2 | HLTHILTON WORLDWIDE HLDGS INC | 1,568,419 | $112.6B | 6.21% | |
| 3 | GLPIGAMING & LEISURE PPTYS INC | 3,292,389 | $106.4B | 5.86% | |
| 4 | AWIARMSTRONG WORLD INDS INC NEW | 1,666,725 | $97.0B | 5.35% | |
| 5 | GRA1EURGRACE W R & CO DEL NEW | 1,453,402 | $94.3B | 5.20% | |
| 6 | AIMCUSDALTRA INDL MOTION CORP | 3,747,956 | $94.3B | 5.20% | |
| 7 | AABAUSDALTABA INC | 1,605,648 | $93.0B | 5.13% | |
| 8 | SNASNAP ON INC | 639,330 | $92.9B | 5.12% | |
| 9 | OPLNKAR AUCTION SVCS INC | 1,711,857 | $81.7B | 4.50% | |
| 10 | MFS1EURWELBILT INC | 7,305,875 | $81.2B | 4.47% | |
| 11 | —PLATFORM SPECIALTY PRODS COR | 6,723,388 | $69.5B | 3.83% | |
| 12 | STSENSATA TECHNOLOGIES HLDNG P | 1,523,854 | $68.3B | 3.77% | |
| 13 | VSMEURVERSUM MATLS INC | 2,427,530 | $67.3B | 3.71% | |
| 14 | SPGIS&P GLOBAL INC | 393,855 | $66.9B | 3.69% | |
| 15 | HGVHILTON GRAND VACATIONS INC | 2,408,770 | $63.6B | 3.50% | |
| 16 | —NUVERRA ENVIRONMENTAL SOLUTI | 7,035,687 | $57.7B | 3.18% | |
| 17 | FTVFORTIVE CORP | 795,690 | $53.8B | 2.97% | |
| 18 | EXPEAGLE MATERIALS INC | 876,939 | $53.5B | 2.95% | |
| 19 | MGMMGM RESORTS INTERNATIONAL | 2,076,207 | $50.4B | 2.78% | |
| 20 | AXTAAXALTA COATING SYS LTD | 2,000,000 | $46.8B | 2.58% | Call |
| 21 | VICIVICI PPTYS INC | 2,213,182 | $41.6B | 2.29% | |
| 22 | SERVUSDSERVICEMASTER GLOBAL HLDGS I | 1,101,604 | $40.5B | 2.23% | |
| 23 | MERCMERCER INTL INC | 3,872,309 | $40.4B | 2.23% | |
| 24 | SRGSERITAGE GROWTH PPTYS | 1,178,368 | $38.1B | 2.10% | |
| 25 | —GCP APPLIED TECHNOLOGIES INC | 1,268,648 | $31.1B | 1.72% | |
| 26 | GTXGARRETT MOTION INC | 2,239,475 | $27.6B | 1.52% | |
| 27 | —EXELA TECHNOLOGIES INC | 5,890,348 | $22.9B | 1.26% | |
| 28 | IOUSDION GEOPHYSICAL CORP | 1,212,408 | $6.3B | 0.35% |