Gates Capital Management, Inc. Top Holdings and 13F Report (2024) → “This will be one of the biggest revolutions ever.” - NVIDIA CEO (From Behind the Markets) (Ad) About Gates Capital Management, Inc.Investment ActivityGates Capital Management, Inc. has $4.80 billion in total holdings as of March 31, 2024.Gates Capital Management, Inc. owns shares of 32 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 10.03% of the portfolio was purchased this quarter.About 9.19% of the portfolio was sold this quarter.This quarter, Gates Capital Management, Inc. has purchased 30 new stocks and bought additional shares in 11 stocks.Gates Capital Management, Inc. sold shares of 19 stocks and completely divested from 0 stocks this quarter.Largest Holdings Industrial Select Sector SPDR Fund $1,259,600,000Kenvue $194,842,078Carrier Global $181,468,083Vista Outdoor $180,685,261CRH PLC $179,937,584 Largest New Holdings this Quarter Nextracker $75,331,294 HoldingTKO GROUP HOLDINGS INC $52,654,970 Holding Largest Purchases this Quarter Industrial Select Sector SPDR Fund 1,000,000 shares (about $125.96M)Nextracker 1,338,747 shares (about $75.33M)Wyndham Hotels & Resorts 785,504 shares (about $60.29M)TKO GROUP HOLDINGS INC 609,362 shares (about $52.65M)Darling Ingredients 874,657 shares (about $40.68M) Largest Sales this Quarter S&P Global 264,000 shares (about $112.32M)Atkore 388,492 shares (about $73.95M)Element Solutions 2,121,582 shares (about $53.00M)Mueller Industries 943,800 shares (about $50.90M)Carrier Global 640,000 shares (about $37.20M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGates Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXLIIndustrial Select Sector SPDR Fund$1,259,600,000$125,960,000 ▲11.1%10,000,00026.3%ETFKVUEKenvue$194,842,078$1,256,054 ▼-0.6%9,079,3144.1%Consumer StaplesCARRCarrier Global$181,468,083$37,203,200 ▼-17.0%3,121,7633.8%Computer and TechnologyVSTOVista Outdoor$180,685,261$7,422,769 ▲4.3%5,512,0583.8%Consumer DiscretionaryCRH PLC$179,937,584$3,881,700 ▼-2.1%2,085,9913.8%ORDRTORentokil Initial$170,752,867$15,323,798 ▲9.9%5,663,4453.6%Business ServicesENTGEntegris$165,865,027$22,535,589 ▼-12.0%1,180,1983.5%Computer and TechnologyMBCMasterBrand$159,670,872$10,505,831 ▼-6.2%8,520,3243.3%Consumer DiscretionaryVERALTO CORP$157,639,342$13,742,300 ▲9.6%1,778,0213.3%COM SHSGEHCGE HealthCare Technologies$149,398,949$4,709,138 ▼-3.1%1,643,3723.1%MedicalWHWyndham Hotels & Resorts$145,662,444$60,287,432 ▲70.6%1,897,8823.0%Consumer DiscretionaryPNRPentair$128,525,683$3,184,605 ▼-2.4%1,504,2802.7%Industrial ProductsAPGAPi Group$124,016,938$2,791,704 ▼-2.2%3,158,0582.6%Business ServicesDARDarling Ingredients$123,626,185$40,680,297 ▲49.0%2,658,0562.6%Consumer StaplesSPGIS&P Global$122,339,849$112,318,800 ▼-47.9%287,5542.6%Business ServicesGLPIGaming and Leisure Properties$122,099,874$19,627,939 ▲19.2%2,650,3122.5%FinanceDVADaVita$105,272,374$19,777,457 ▼-15.8%762,5672.2%MedicalGTLSChart Industries$102,401,647$9,147,725 ▼-8.2%621,6712.1%Industrial ProductsAWIArmstrong World Industries$96,778,063$13,513,894 ▼-12.3%779,0862.0%ConstructionNVSTEnvista$95,462,299$36,296,505 ▲61.3%4,465,0282.0%MedicalFTREFortrea$95,197,148$17,150,096 ▲22.0%2,371,6282.0%MedicalVICIVICI Properties$92,549,695$11,469,150 ▲14.1%3,106,7371.9%FinanceOTISOtis Worldwide$89,168,186$2,858,976 ▼-3.1%898,2391.9%ConstructionESIElement Solutions$87,292,335$52,997,118 ▼-37.8%3,494,4891.8%Basic MaterialsCHXChampionX$86,116,009$5,799,824 ▼-6.3%2,399,4431.8%ConstructionATKRAtkore$82,583,688$73,953,337 ▼-47.2%433,8291.7%Industrial ProductsNXTNextracker$75,331,294$75,331,294 ▲New Holding1,338,7471.6%Oils/EnergyFTVFortive$72,299,294$4,120,358 ▼-5.4%840,4941.5%Computer and TechnologyTKO GROUP HOLDINGS INC$52,654,970$52,654,970 ▲New Holding609,3621.1%CL AMLIMueller Industries$51,363,310$50,899,134 ▼-49.8%952,4071.1%Industrial ProductsCCSIConsensus Cloud Solutions$29,993,354$5,247,804 ▲21.2%1,891,1320.6%Computer and TechnologyMERCMercer International$16,397,292$9,494,270 ▼-36.7%1,647,9690.3%Basic MaterialsShowing largest 100 holdings. 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