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Gates Capital Management, Inc.
Jeffrey Gates · Hedge Fund · Event-Driven
Gates Capital Management, Inc. is a New York-based investment management firm founded in 1996 by Jeffrey Gates. The firm operates as an event-driven alternative asset manager, primarily serving institutional and private clients globally. Gates Capital specializes in identifying value through corporate dislocation events, such as restructurings, spinoffs, and recapitalizations. Its investment process is characterized by a disciplined, cash-flow-oriented approach, analyzing opportunities across both debt and equity markets. The firm manages a diverse family of funds with a focus on risk management, utilizing internal research to evaluate risk-reward relationships within a company's capital structure to achieve superior risk-adjusted returns.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +16.1% |
| YTD return | +11.8% |
| Sharpe ratio | 3.51 |
| Win rate | 43% |
| AUM | $2.6B |
| Inception | Oct 1, 2025 |
| Updated | Aug 20, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.gatescap.com |
Current Holdings
Updated on Aug 20, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| ATKR | Atkore International Group Inc | 9.7% | +41.0% |
| TIC | Acuren Corporation | 8.3% | +0.9% |
| GTX | Garrett Motion Inc | 6.7% | +44.5% |
| DAR | Darling Ingredients Inc | 6.1% | +82.9% |
| CARR | Carrier Global Corp | 6.0% | -0.0% |
| NVST | Envista Holdings Corp | 5.9% | +24.9% |
| SPGI | S&P Global Inc | 5.3% | -5.2% |
| DVA | DaVita HealthCare Partners Inc | 5.1% | +30.1% |
| FTV | Fortive Corp | 5.0% | +17.6% |
| ESI | Element Solutions Inc | 4.6% | +21.6% |
| AMRZ | Amrize Ltd | 4.3% | -9.1% |
| VLTO | Veralto Corporation | 4.1% | +16.1% |
| CRH | CRH PLC ADR | 4.1% | -16.8% |
| RTO | Rentokil Initial PLC | 4.0% | -11.4% |
| RAL | Ralliant Corporation Common Stock | 3.8% | +39.5% |
| MBC | MasterBrand Inc. | 3.6% | +3.8% |
| AWI | Armstrong World Industries Inc | 3.5% | +14.1% |
| GLPI | Gaming & Leisure Properties | 3.5% | -5.4% |
| TKO | TKO Group Holdings, Inc. | 3.3% | -2.9% |
| VICI | VICI Properties Inc | 3.3% | -10.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | BUY | GTX | 7.2% → 6.7% |
| Aug 17, 2026 | BUY | RAL | 3.6% → 3.8% |
| Aug 17, 2026 | SELL | MBC | 3.7% → 3.6% |
| Aug 17, 2026 | BUY | GLPI | 3.6% → 3.5% |
| Aug 17, 2026 | BUY | VLTO | 3.9% → 4.1% |
Investment Style Analysis
Gates Capital Management, Inc. is widely recognized for employing a Event-Driven strategy. As of Aug 20, 2026, the firm oversees approximately $2.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Specialty Business Services and Electrical Equipment & Parts sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Gates Capital Management, Inc. made a significant move by increasing exposure to GTX. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm describes itself as event-driven value investors that employ a systematic approach to identifying dislocation events in public companies. Their strategy involves screening for corporate changes—including spinoffs, recapitalizations, and financial restructurings—that generate significant cash flow and sustainable value. By maintaining a credit-focused and disciplined perspective, Gates Capital aims to identify the most favorable risk-reward relationships across a company's entire capital structure, including common stocks, distressed securities, and high-yield bonds. Risk management is integrated into their philosophy through position size limits, liquidity requirements, and the strategic use of options to preserve capital in volatile markets.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Gates Capital Management, Inc..
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Frequently asked questions
How is the simulated portfolio for Gates Capital Management, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Gates Capital Management, Inc.'s largest holding?
As of the latest filing, Gates Capital Management, Inc.'s top position is Atkore International Group Inc (ATKR), representing 9.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Gates Capital Management, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +16.1% with a win rate of 43%. Notably, the portfolio maintains a Sharpe Ratio of 3.51, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Gates Capital Management, Inc. primarily invest in?
Gates Capital Management, Inc. has a strong preference for the Specialty Business Services sector, which makes up 12.3% of their disclosed assets. The portfolio also has exposure to Electrical Equipment & Parts, indicating a specific thematic focus.
Is Gates Capital Management, Inc.'s portfolio concentrated or diversified?
Gates Capital Management, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 24.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Gates Capital Management, Inc. performed in 2026?
Our AI-simulated model portfolio for Gates Capital Management, Inc. tracks a Year-to-Date (YTD) return of +11.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jeffrey Gates manage Gates Capital Management, Inc. directly?
Yes, Jeffrey Gates serves as the key portfolio manager for Gates Capital Management, Inc., overseeing the investment strategy and final capital allocation decisions.