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Gates Capital Management, Inc.
kapitalforvalter · portefølje $4.16 mia. · 35 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 14.08.2026; ændring — mod 31.03.2026 · 33
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| Darling Ingredients Inc US:DAR | 2 902 582 | $159 mio. | 5.21% | +541 463 |
| Acuren Corporation US:TIC | 19 501 621 | $158 mio. | 5.18% | −2 348 379 |
| DAVITA INC. US:DVA | 688 136 | $153 mio. | 5.03% | −34 872 |
| Rentokil Initial plc US:RTO · depotbevis | 5 173 407 | $148 mio. | 4.86% | +821 451 |
| S&P Global Inc US:SPGI | 361 186 | $147 mio. | 4.83% | +33 231 |
| Envista Holdings Corp US:NVST | 5 552 383 | $146 mio. | 4.80% | +189 672 |
| Carrier Global Corp US:CARR | 1 991 308 | $146 mio. | 4.80% | −503 483 |
| MasterBrand, Inc. US:MBC | 13 186 754 | $136 mio. | 4.46% | +2 839 890 |
| Sirius XM Holding Inc US:SIRI | 4 539 927 | $134 mio. | 4.40% | +1 797 568 |
| Atkore International Group I… US:ATKR | 1 710 192 | $130 mio. | 4.27% | −975 526 |
| PENTAIR PLC CUSIP G7S00T104 | 1 675 515 | $128 mio. | 4.22% | +772 909 |
| The Cooper Companies, Inc US:COO | 1 688 589 | $121 mio. | 3.98% | ny |
| Fortive Corp US:FTV | 1 821 430 | $111 mio. | 3.65% | −268 042 |
| VICI Properties Inc US:VICI | 3 546 895 | $94.2 mio. | 3.09% | +312 735 |
| Gaming & Leisure Properties US:GLPI | 2 054 803 | $91.5 mio. | 3.00% | −3 327 |
| Garrett Motion Inc US:GTX | 2 479 851 | $89.8 mio. | 2.95% | −3 455 787 |
| AMRIZE LTD CUSIP H2927K103 | 1 580 748 | $84.3 mio. | 2.77% | −831 785 |
| TKO Group Holdings, Inc. US:TKO | 411 584 | $82.9 mio. | 2.72% | −16 285 |
| Armstrong World Industries I… US:AWI | 513 283 | $82.3 mio. | 2.70% | +15 015 |
| Ralliant Corp US:RAL | 1 111 015 | $81.8 mio. | 2.69% | −279 141 |
| CRH PLC CUSIP G25508105 | 739 562 | $79.1 mio. | 2.60% | −349 719 |
| Veralto Corporation US:VLTO | 889 770 | $78.9 mio. | 2.59% | −190 154 |
| Neogen Corporation US:NEOG | 8 742 274 | $78.6 mio. | 2.58% | +2 483 625 |
| Element Solutions Inc US:ESI | 1 611 499 | $76.9 mio. | 2.53% | −1 447 567 |
| Smith AO Corporation US:AOS | 1 030 321 | $64.6 mio. | 2.12% | −57 259 |
| Consensus Cloud Solutions In… US:CCSI | 1 644 274 | $62.7 mio. | 2.06% | −194 105 |
| Otis Worldwide Corp US:OTIS | 867 273 | $62.1 mio. | 2.04% | +129 715 |
| Api Group Corp US:APG | 1 424 946 | $60.3 mio. | 1.98% | −175 000 |
| KBR Inc US:KBR | 1 422 729 | $49.1 mio. | 1.61% | −668 836 |
| XBP Europe Holdings Inc US:XBP | 3 193 149 | $7.41 mio. | 0.24% | — |
| Mobility Global Inc. US:MBGL | 61 358 | $1.35 mio. | 0.04% | ny |
| Qnity Electronics, Inc US:Q | 0 (var 325 463) | — | — | solgt |
| Versant Media Group, Inc. US:VSNT | 0 (var 1 507 561) | — | — | solgt |
I virksomheder i vores database 2
| Selskab | Andel | Aktier | Rapportdato |
|---|---|---|---|
| Acuren Corporation | 16.06% | 19 501 621 | 2026-06-30 |
| Atkore International Group I… | 5.06% | 1 710 192 | 2026-06-30 |
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