0001172661-24-003529.txt : 20240814 0001172661-24-003529.hdr.sgml : 20240814 20240814160358 ACCESSION NUMBER: 0001172661-24-003529 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240814 DATE AS OF CHANGE: 20240814 EFFECTIVENESS DATE: 20240814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Gates Capital Management, Inc. CENTRAL INDEX KEY: 0001312908 ORGANIZATION NAME: IRS NUMBER: 133886865 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11102 FILM NUMBER: 241207399 BUSINESS ADDRESS: STREET 1: 1177 AVE. OF THE AMERICAS STREET 2: 46TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 BUSINESS PHONE: 212-626-1421 MAIL ADDRESS: STREET 1: 1177 AVE. OF THE AMERICAS STREET 2: 46TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 FORMER COMPANY: FORMER CONFORMED NAME: Gates Capital Management Inc. DATE OF NAME CHANGE: 20041228 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001312908 XXXXXXXX 06-30-2024 06-30-2024 false Gates Capital Management, Inc.
1177 Ave. Of The Americas 46th Floor New York NY 10036
13F HOLDINGS REPORT 028-11102 000137842 801-65550 N
Jeffrey L. Gates President 212-626-1421 /s/ Jeffrey L. Gates New York NY 08-14-2024 1 35 5044656549 1 0001630228 028-16915 Gates Capital Management, L.P.
INFORMATION TABLE 2 infotable.xml API GROUP CORP COM STK 00187Y100 134294283 3568809 SH DFND 1 3568809 0 0 ARMSTRONG WORLD INDS INC NEW COM 04247X102 85958899 759086 SH DFND 1 759086 0 0 ATKORE INC COM 047649108 92701767 687036 SH DFND 1 687036 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 188171614 2983063 SH DFND 1 2983063 0 0 CHART INDS INC COM 16115Q308 136288570 944219 SH DFND 1 944219 0 0 CONSENSUS CLOUD SOLUTIONS IN COM 20848V105 32747348 1906132 SH DFND 1 1906132 0 0 CRH PLC ORD G25508105 177509901 2367430 SH DFND 1 2367430 0 0 DARLING INGREDIENTS INC COM 237266101 138258976 3762149 SH DFND 1 3762149 0 0 DAVITA INC COM 23918K108 99937100 721203 SH DFND 1 721203 0 0 ELEMENT SOLUTIONS INC COM 28618M106 68689970 2532816 SH DFND 1 2532816 0 0 ENTEGRIS INC COM 29362U104 69080809 510198 SH DFND 1 510198 0 0 ENTEGRIS INC COM 29362U104 67700000 500000 SH Put DFND 1 500000 0 0 ENVISTA HOLDINGS CORPORATION COM 29415F104 114165416 6865028 SH DFND 1 6865028 0 0 FORTIVE CORP COM 34959J108 106939934 1443184 SH DFND 1 1443184 0 0 FORTREA HLDGS INC COMMON STOCK 34965K107 60960976 2611867 SH DFND 1 2611867 0 0 GAMING & LEISURE PPTYS INC COM 36467J108 94985261 2100979 SH DFND 1 2100979 0 0 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 111469703 1430566 SH DFND 1 1430566 0 0 KENVUE INC COM 49177J102 159088853 8750762 SH DFND 1 8750762 0 0 LAMB WESTON HLDGS INC COM 513272104 138116618 1642681 SH DFND 1 1642681 0 0 MASTERBRAND INC COMMON STOCK 57638P104 135533907 9232555 SH DFND 1 9232555 0 0 MERCER INTL INC COM 588056101 1981639 232042 SH DFND 1 232042 0 0 NEXTRACKER INC CLASS A COM 65290E101 55632074 1186691 SH DFND 1 1186691 0 0 OTIS WORLDWIDE CORP COM 68902V107 82201034 853948 SH DFND 1 853948 0 0 PENTAIR PLC SHS G7S00T104 113267888 1477343 SH DFND 1 1477343 0 0 RENTOKIL INITIAL PLC SPONSORED ADR 760125104 166257868 5607348 SH DFND 1 5607348 0 0 S&P GLOBAL INC COM 78409V104 128249084 287554 SH DFND 1 287554 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 220775000 2500000 SH Put DFND 1 2500000 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 220775000 2500000 SH Call DFND 1 2500000 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 548415000 4500000 SH Call DFND 1 4500000 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 670285000 5500000 SH Put DFND 1 5500000 0 0 TKO GROUP HOLDINGS INC CL A 87256C101 65805002 609362 SH DFND 1 609362 0 0 VERALTO CORP COM SHS 92338C103 122101834 1278955 SH DFND 1 1278955 0 0 VICI PPTYS INC COM 925652109 115958692 4048837 SH DFND 1 4048837 0 0 VISTA OUTDOOR INC COM 928377100 211530237 5618333 SH DFND 1 5618333 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 108821292 1470558 SH DFND 1 1470558 0 0