Gates Capital Management as of June 30, 2020
Portfolio Holdings for Gates Capital Management
Gates Capital Management holds 24 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vici Pptys (VICI) | 7.3 | $147M | 7.3M | 20.19 | |
| Otis Worldwide Corp (OTIS) | 6.8 | $136M | 2.4M | 56.86 | |
| Wabtec Corporation (WAB) | 5.9 | $118M | 2.0M | 57.57 | |
| Servicemaster Global | 5.7 | $114M | 3.2M | 35.69 | |
| DaVita (DVA) | 5.7 | $114M | 1.4M | 79.14 | |
| KAR Auction Services (KAR) | 5.7 | $114M | 8.3M | 13.76 | |
| W.R. Grace & Co. | 5.3 | $107M | 2.1M | 50.81 | |
| Element Solutions (ESI) | 5.3 | $106M | 9.8M | 10.85 | |
| Gaming & Leisure Pptys (GLPI) | 5.2 | $104M | 3.0M | 34.60 | |
| S&p Global (SPGI) | 5.0 | $101M | 306k | 329.48 | |
| Carrier Global Corporation (CARR) | 5.0 | $100M | 4.5M | 22.22 | |
| Armstrong World Industries (AWI) | 4.8 | $96M | 1.2M | 77.96 | |
| Hilton Worldwide Holdings (HLT) | 4.6 | $92M | 1.3M | 73.45 | |
| Wyndham Hotels And Resorts (WH) | 4.0 | $80M | 1.9M | 42.62 | |
| Iaa | 3.7 | $74M | 1.9M | 38.57 | |
| Altra Holdings | 3.3 | $66M | 2.1M | 31.86 | |
| Championx Corp (CHX) | 3.2 | $64M | 6.6M | 9.76 | |
| Vistaoutdoor (VSTO) | 3.0 | $61M | 4.2M | 14.45 | |
| Constellation Brands Cl A (STZ) | 3.0 | $60M | 342k | 174.95 | |
| Mercer International (MERC) | 2.6 | $51M | 6.3M | 8.16 | |
| Mueller Industries (MLI) | 2.2 | $45M | 1.7M | 26.58 | |
| Welbilt | 1.2 | $25M | 4.1M | 6.09 | |
| Nuverra Environmental Soluti Com Par | 0.8 | $16M | 7.1M | 2.32 | |
| Envista Hldgs Corp (NVST) | 0.5 | $11M | 506k | 21.09 |
