Gates Capital Management
Gates Capital Management reported 31 stocks worth $3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are DAR (5.2%), TIC (5.2%) and DVA (5.0%). Compared with Q1 2026, the fund opened new positions in COO and MBGL, added to DAR, RTO and SPGI, trimmed TIC, DVA and CARR and sold out of VSNT and Q.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DAR Darling Ingredients Inc | $159M | 5.2% | 2.9M | +541K (+23%) | 8 of 8 | |
| 2 |  TIC Acuren Corp | $158M | 5.2% | 19.5M | −2.3M (−11%) | 6 of 8 | |
| 3 |  DVA Davita Inc | $153M | 5.0% | 688K | −35K (−5%) | 8 of 8 | |
| 4 |  RTO Rentokil Initial PLC | $148M | 4.9% | 5.2M | +821K (+19%) | 8 of 8 | |
| 5 |  SPGI S&P Global Inc | $147M | 4.8% | 361K | +33K (+10%) | 8 of 8 | |
| 6 |  NVST Envista Holdings Corporation | $146M | 4.8% | 5.6M | +190K (+4%) | 8 of 8 | |
| 7 |  CARR Carrier Global Corporation | $146M | 4.8% | 2M | −503K (−20%) | 8 of 8 | |
| 8 |  MBC Masterbrand Inc | $136M | 4.5% | 13.2M | +2.8M (+27%) | 8 of 8 | |
| 9 |  SIRI Siriusxm Hldgs Inc Equit | $134M | 4.4% | 4.5M | +1.8M (+66%) | 2 of 8 | |
| 10 | ATKORE INC | $130M | 4.3% | 1.7M | −976K (−36%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Gates Capital Management 13F FAQ
What does Gates Capital Management own?
Gates Capital Management reported 31 stocks worth $3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are DAR (5.2%), TIC (5.2%) and DVA (5.0%). The table above lists every position in the filing (the top 10 without an account).
What did Gates Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 11 added to, 17 trimmed and 2 sold out. New positions include COO and MBGL. It sold all of VSNT and Q.
When will Gates Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Gates Capital Management's portfolio worth?
The Q2 2026 filing reports $3B in US stocks ($4.2B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.