You're signed outSign in or to get full access.
Gates Capital Management, Inc.
Gates Capital Management, Inc. is a New York-based investment advisory firm founded by Jeffrey L. Gates. It manages hedge funds and investment portfolios, focusing on a concentrated, value-oriented long/short equity strategy. The firm primarily serves institutional investors and high net worth individuals. Gates Capital Management is known for its experienced, research-driven investment approach and is registered with the SEC.
Investment Strategy
Gates Capital Management, Inc. employs a long/short equity strategy focused on identifying undervalued securities with significant upside, while hedging market risk through short positions. The firm conducts fundamental, research-driven analysis and typically invests in a concentrated portfolio of positions, emphasizing value stocks and special situations. Risk management, preservation of capital, and delivering consistent absolute returns over full market cycles are central to its investment philosophy.
Latest 13F Filing Activity
Gates Capital Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 28 equity positions and 5 options positions with a total 13F market value of $6B. The fund increased holdings in Amrize LTD, Ralliant Corp., Chart Inds Inc. among other positions. Gates Capital Management, Inc. reduced exposure to Yeti HLDGS Inc., Api Group Corp., Entegris Inc. among others.
Top Holdings
Equity Positions (28)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DAR | DARLING INGREDIENTS INC | 4.55% | $263.8M | 6,953,973 | $39.53 | $37.94 | +$16.6M |
C CARR | CARRIER GLOBAL CORPORATION | 3.69% | $214.3M | 2,927,506 | $27.03 | $73.19 | +$28.0M |
A ATKR | ATKORE INC | 3.20% | $185.4M | 2,628,189 | $83.69 | $70.55 | -$10.5M |
F FTV | FORTIVE CORP | 3.04% | $176.2M | 3,380,969 | $67.70 | $52.13 | -$11.5M |
G GTLS | CHART INDS INC | 2.88% | $166.8M | 1,013,128 | $151.31 | $164.65 | +$54.7M |
Options Positions (5)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
X XLI | SELECT SECTOR SPDR TR | Bought | Put | $958.9M | 65,000 | $147.52 | $111.84 | +5,000 | +$172.5M |
X XLI | SELECT SECTOR SPDR TR | Bought | Call | $885.1M | 60,000 | $147.52 | $114.70 | +5,000 | +$164.2M |
X XLB | SELECT SECTOR SPDR TR | Bought | Put | $307.3M | 35,000 | $87.81 | $88.32 | +10,000 | +$92.4M |
X XLB | SELECT SECTOR SPDR TR | Bought | Call | $241.5M | 27,500 | $87.81 | $87.26 | +10,000 | +$91.0M |
C CARR | CARRIER GLOBAL CORPORATION | Bought | Put | $91.5M | 12,500 | $73.19 | $73.19 | +12,500 | +$91.5M |
Industry Allocation
Investment Team (10)
| Name | Role | Location | |
|---|---|---|---|
 | Vice President | New York, NY , United States | |
D Dax Vlassis | Managing Partner | New York, NY , United States | |
 | Partner | New York, NY , United States | |
J Jeff Gates | Managing Partner | New York, NY , United States | |
J Justin Boisseau | Managing Partner | New York, NY , United States | |
 | Investment Associate | New York, NY , United States | |
 | Investment Associate | New York, NY , United States | |
 | Vice President | New York, NY , United States | |
 | Investment Associate | New York, NY , United States | |
Z Zachary Gober | Investment Analyst | New York, NY , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more