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Gates Capital Management, Inc. - Jeffrey Gates

Gates Capital Management, Inc. a Portfolio Activity as reported in the most recent 13F form published on Jun 30, 2024
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Jeffrey Gates

Jeffrey Gates
Gates Capital Management, Inc.

Hedge Fund Manager
Ranked #429 out of 487 Hedge Fund Managers

Portfolio Gain

-73.03%
Since Jan 2016

Sharpe Ratio

-0.57
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$5.04B
Jeffrey Gates manages more assets than 69% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

-8.22%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
22.16% Industrial Goods
9.03% Consumer Cyclical
8.33% Technology
7.66% Healthcare
5.45% Consumer Defensive
4.12% Real Estate
2.54% Financial
1.40% Basic Materials
1.30% Communication Services
0.00% Energy
A breakdown of Gates Capital Management, Inc.'s portfolio by sector

Gates Capital Management, Inc. Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
ChampionX
Sold Out
Energy
$34.97
($29.99-$39.95)
-6.50%
-100.00%
0.00
0.00%
Mueller Industries
Sold Out
Industrial Goods
$55.58
($50.85-$60.31)
+59.17%
-100.00%
0.00
0.00%
Lamb Weston Holdings
New
Consumer Defensive
$91.48
($77.41-$105.55)
-7.65%
+100.00%
138.12M
2.71%
Fortive
Added
Technology
$78.69
($71.44-$85.93)
+0.80%
+71.71%
106.94M
2.12%
APi Group
Added
Industrial Goods
$37.57
($35.16-$39.98)
-5.10%
+13.01%
134.29M
2.66%
Fortrea Holdings Inc.
Added
Healthcare
$31.39
($22.15-$40.63)
-19.19%
+10.13%
60.96M
1.21%
Veralto Corporation
Reduced
Industrial Goods
$94.25
($85.91-$102.58)
+7.81%
-28.07%
122.10M
2.42%
Atkore International Group
Added
Industrial Goods
$162.53
($130.07-$194.98)
-34.62%
+58.37%
92.70M
1.83%
Kenvue, Inc.
Added
Technology
$19.61
($17.75-$21.48)
+32.89%
+23.63%
159.09M
3.10%
Wyndham Hotels & Resorts
Reduced
Consumer Cyclical
$72.14
($67.67-$76.62)
+29.66%
-22.52%
108.82M
2.15%
See a list of Gates Capital Management, Inc.'s holdings, as reported to the SEC on Jun 30, 2024. Click on any holding to see more details

Measured Performance

Compare Gates Capital Management, Inc.'s performance with other Hedge Funds and the S&P 500

Gates Capital Management, Inc. activity FAQ

What is Gates Capital Management, Inc.’s portfolio gain since Jun 2013?
Gates Capital Management, Inc.’s portfolio gain since Jun 2013 was -73.03%.
    What is Gates Capital Management, Inc.’s Sharpe Ratio?
    Gates Capital Management, Inc.’s Sharpe Ratio is -0.57.
      What is Gates Capital Management, Inc.’s portfolio value?
      Gates Capital Management, Inc.’s portfolio value is $5.04B.
        What is Gates Capital Management, Inc.’s average return since the fund’s last 13F filing?
        Gates Capital Management, Inc.’s average return since the fund’s last 13F filing is 25.38%.
          What was Gates Capital Management, Inc.’s average return in the last 12 months?
          Gates Capital Management, Inc.’s average return in the last 12 months was 54.71%.
            What was Gates Capital Management, Inc.’s average return in the last 3 years?
            Gates Capital Management, Inc.’s average return in the last 3 years was -8.22%.
              When was the most recent most recent 13F form submitted by Gates Capital Management, Inc.?
              Gates Capital Management, Inc.'s most recent 13F form was submitted on Jun 30, 2024.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Jeffrey Gates Net Worth?
                  Jeffrey Gates is Managing Gates Capital Management, Inc. which has a net worth of $5.04B.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Jeffrey Gates and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.