---
name: Copy Gates Capital Management
kind: hedgecopy-fund
cik: 0001312908
latest_13f_period: 2026-06-30
latest_13f_filed: 2026-08-14
author: HedgeCopy
---

# Copy Gates Capital Management (13F follow-the-filing)

Gates Capital Management files a 13F-HR with the SEC each quarter (CIK 0001312908). This skill describes a
long-only copy portfolio built from that filing, bought the trading day after it is filed.

## Track record (estimated from 13F holdings, net of 10 bps per unit of turnover)
- Annualised return copying the filings, last 3 years (headline): +11.0% vs SPY +22.9% (alpha -11.9%/yr)
- Annualised since the series started (2022-08-19 to 2026-10-09): +8.5% vs SPY +17.3%
- Follow-the-filing TTM: +14.1% vs SPY +16.2% (alpha -2.1%)
- Quarters of history: 17; average coverage 83%; flags: none

## Latest disclosed top holdings (2026-06-30)
| # | Ticker | Issuer | Weight |
|---|---|---|---|
| 1 | DAR | DARLING INGREDIENTS INC | 5.2% |
| 2 | TIC | TIC SOLUTIONS INC | 5.2% |
| 3 | DVA | DAVITA INC | 5.0% |
| 4 | RTO | RENTOKIL INITIAL PLC | 4.9% |
| 5 | SPGI | S&P GLOBAL INC | 4.8% |
| 6 | NVST | ENVISTA HOLDINGS CORPORATION | 4.8% |
| 7 | CARR | CARRIER GLOBAL CORPORATION | 4.8% |
| 8 | MBC | MASTERBRAND INC | 4.5% |
| 9 | SIRI | SIRIUSXM HOLDINGS INC | 4.4% |
| 10 | ATKR | ATKORE INC | 4.3% |
| 11 | — | PENTAIR PLC | 4.2% |
| 12 | COO | COOPER COS INC | 4.0% |
| 13 | FTV | FORTIVE CORP | 3.7% |
| 14 | VICI | VICI PPTYS INC | 3.1% |
| 15 | GLPI | GAMING & LEISURE P | 3.0% |
| 16 | GTX | GARRETT MOTION INC | 3.0% |
| 17 | — | AMRIZE LTD | 2.8% |
| 18 | TKO | TKO GROUP HOLDINGS INC | 2.7% |
| 19 | AWI | ARMSTRONG WORLD INDS INC NEW | 2.7% |
| 20 | RAL | RALLIANT CORP | 2.7% |

## About the fund

Gates Capital Management is an event-driven alternative asset manager that provides investment advice to institutional and private clients globally. Founded in 1996 and based in New York, the firm specializes in event-driven equities and debt investments.

- Strategy: Event-driven / value equities and distressed / high yield credit
- Type: Event-driven
- Founders: Jeffrey L. Gates
- Key people: Jeffrey Linn Gates (President / Portfolio Manager); Marc M. Blatter (Chief Financial Officer & Chief Compliance Officer); Eric Edward Stephens (Managing Partner); Justin Boisseau (Managing Partner)
- Founded 1996 · HQ New York, United States
- Reported AUM: $3.3bn (as of March 12, 2026)
- Website: https://www.gatescap.com/

### Approach
The firm focuses on event-driven equities and debt investments, seeking to identify opportunities in companies undergoing disruptive corporate events. It invests across the capital structure, utilizing fundamental analysis to identify the optimal layer for participation, while emphasizing risk management through liquidity requirements and options.

### History
Founded in 1996 by Jeff Gates, the firm has operated as an alternative asset manager for over three decades. It has been registered with the SEC as an investment adviser since 2006 and is headquartered in New York.

### Notable positions / campaigns
- MasterBrand (MBC) (2026): Reported 6.5% beneficial ownership stake in MasterBrand (MBC).
- Atkore (ATKR) (2026): Disclosed 5.1% ownership stake in Atkore (ATKR).
- TIC Solutions (2026): Reported 8.8% stake in TIC Solutions.
- Vista Outdoor (2024): Intended to vote against CSG proposal regarding Vista Outdoor.

_Profile generated 2026-10-09 from public sources; may be incomplete or out of date._

## Rules
- Hold the top 20 long US-equity positions from the latest 13F-HR, weighted as reported.
- Rebalance on the first trading day after each new 13F-HR is filed. Cash only, paper only.

## Parameters
```json
{
  "params": {
    "funds": [
      "0001312908"
    ],
    "top_n": 20,
    "weighting": "13f",
    "rebalance": "filing_plus_1",
    "budget_usd": 10000,
    "stop_loss_pct": null,
    "cash_only": true
  }
}
```

> Estimated from 13F holdings (long US equities only; no shorts, options, cash or fees). Past performance is not a guide to the future. Not investment advice. Paper trading only.