Gates Capital Management as of Dec. 31, 2019
Portfolio Holdings for Gates Capital Management
Gates Capital Management holds 27 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| DaVita (DVA) | 7.3 | $167M | 2.2M | 75.03 | |
| Hilton Worldwide Holdings (HLT) | 6.2 | $140M | 1.3M | 110.91 | |
| Servicemaster Global | 5.9 | $135M | 3.5M | 38.66 | |
| Altra Holdings | 5.8 | $133M | 3.7M | 36.21 | |
| KAR Auction Services (KAR) | 5.8 | $131M | 6.0M | 21.79 | |
| Gaming & Leisure Pptys (GLPI) | 5.5 | $125M | 2.9M | 43.05 | |
| Wabtec Corporation (WAB) | 5.1 | $116M | 1.5M | 77.80 | |
| Element Solutions (ESI) | 5.1 | $115M | 9.9M | 11.68 | |
| Vici Pptys (VICI) | 4.7 | $107M | 4.2M | 25.55 | |
| Iaa | 4.4 | $100M | 2.1M | 47.06 | |
| S&p Global (SPGI) | 4.0 | $90M | 331k | 273.05 | |
| Envista Hldgs Corp (NVST) | 3.7 | $84M | 2.8M | 29.64 | |
| Alcon (ALC) | 3.6 | $83M | 1.5M | 56.57 | |
| W.R. Grace & Co. | 3.6 | $82M | 1.2M | 69.85 | |
| Armstrong World Industries (AWI) | 3.6 | $81M | 864k | 93.97 | |
| Fortive (FTV) | 3.6 | $81M | 1.1M | 76.39 | |
| Welbilt | 3.5 | $80M | 5.1M | 15.61 | |
| Ingersoll-rand Co Ltd-cl A | 3.3 | $75M | 563k | 132.92 | |
| MGM Resorts International. (MGM) | 3.0 | $68M | 2.1M | 33.27 | |
| Cdk Global Inc equities | 2.5 | $57M | 1.0M | 54.68 | |
| Snap-on Incorporated (SNA) | 2.3 | $53M | 313k | 169.40 | |
| Mercer International (MERC) | 2.0 | $47M | 3.8M | 12.30 | |
| Vistaoutdoor (VSTO) | 1.7 | $40M | 5.3M | 7.48 | |
| Seritage Growth Pptys Cl A (SRG) | 1.5 | $33M | 832k | 40.08 | |
| Mueller Industries (MLI) | 1.4 | $31M | 976k | 31.75 | |
| Nuverra Environmental | 0.9 | $21M | 7.1M | 2.90 | |
| Ion Geophysical Corp | 0.2 | $4.2M | 489k | 8.68 |
