Gates Capital Management, Inc. Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$2.3T
Holdings
27
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DVADAVITA INC | 2,226,772 | $167.1B | 7.33% | |
| 2 | HLTHILTON WORLDWIDE HLDGS INC | 1,265,390 | $140.3B | 6.16% | |
| 3 | SERVUSDSERVICEMASTER GLOBAL HLDGS I | 3,486,069 | $134.8B | 5.91% | |
| 4 | AIMCUSDALTRA INDL MOTION CORP | 3,679,207 | $133.2B | 5.84% | |
| 5 | OPLNKAR AUCTION SVCS INC | 6,018,419 | $131.1B | 5.75% | |
| 6 | GLPIGAMING & LEISURE PPTYS INC | 2,906,007 | $125.1B | 5.49% | |
| 7 | WABWABTEC CORP | 1,494,449 | $116.3B | 5.10% | |
| 8 | PAHUSDELEMENT SOLUTIONS INC | 9,881,512 | $115.4B | 5.06% | |
| 9 | VICIVICI PPTYS INC | 4,194,188 | $107.2B | 4.70% | |
| 10 | IAA-WUSDIAA INC | 2,131,540 | $100.3B | 4.40% | |
| 11 | SPGIS&P GLOBAL INC | 330,611 | $90.3B | 3.96% | |
| 12 | NVSTENVISTA HLDGS CORP | 2,832,423 | $84.0B | 3.68% | |
| 13 | ALCALCON INC | 1,457,672 | $82.5B | 3.62% | |
| 14 | GRA1EURGRACE W R & CO DEL NEW | 1,175,140 | $82.1B | 3.60% | |
| 15 | AWIARMSTRONG WORLD INDS INC NEW | 864,232 | $81.2B | 3.56% | |
| 16 | FTVFORTIVE CORP | 1,061,795 | $81.1B | 3.56% | |
| 17 | MFS1EURWELBILT INC | 5,100,477 | $79.6B | 3.49% | |
| 18 | IRINGERSOLL-RAND PLC | 563,265 | $74.9B | 3.28% | |
| 19 | MGMMGM RESORTS INTERNATIONAL | 2,051,437 | $68.3B | 2.99% | |
| 20 | CDKCDK GLOBAL INC | 1,047,573 | $57.3B | 2.51% | |
| 21 | SNASNAP ON INC | 312,666 | $53.0B | 2.32% | |
| 22 | MERCMERCER INTL INC | 3,776,441 | $46.5B | 2.04% | |
| 23 | VSTOEURVISTA OUTDOOR INC | 5,303,604 | $39.7B | 1.74% | |
| 24 | SRGSERITAGE GROWTH PPTYS | 831,977 | $33.3B | 1.46% | |
| 25 | MLIMUELLER INDS INC | 975,966 | $31.0B | 1.36% | |
| 26 | —NUVERRA ENVIRONMENTAL SOLUTI | 7,056,917 | $20.4B | 0.90% | |
| 27 | IOUSDION GEOPHYSICAL CORP | 488,463 | $4.2B | 0.19% |