SEC 13F Intelligence

Gates Capital Management, Inc. / GLPI

Gates Capital Management, Inc.’s Gaming & Leisure P Position

Does Gates Capital Management, Inc. own Gaming & Leisure P (GLPI)? Yes — 2.06M shares worth $91M (+2.50% of its 13F portfolio) as of Q1 2026, down from 2.09M shares the prior filed quarter.

Position Value
$91M
Q1 2026
Shares
2.06M
% of Portfolio
+2.50%
Quarters Held
30
currently held

Position History GLPI

Reported value by quarter
Q4 ’18: $106MQ4 ’18Q1 ’19: $116MQ2 ’19: $123MQ3 ’19: $118MQ4 ’19: $125MQ4 ’19Q1 ’20: $81MQ2 ’20: $104MQ3 ’20: $117MQ4 ’20: $122MQ4 ’20Q1 ’21: $166MQ2 ’21: $182MQ3 ’21: $169MQ4 ’21: $144MQ4 ’21Q1 ’22: $129MQ2 ’22: $156MQ3 ’22: $117MQ4 ’22: $134MQ4 ’22Q1 ’23: $133MQ2 ’23: $127MQ3 ’23: $113MQ4 ’23: $110MQ4 ’23Q1 ’24: $122MQ2 ’24: $95MQ3 ’24: $108MQ4 ’24: $101MQ4 ’24Q1 ’25: $107MQ2 ’25: $121MQ3 ’25: $109MQ4 ’25: $93MQ4 ’25Q1 ’26: $91Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.06M$91M+2.50%
Q4 20252.09M$93M+2.46%
Q3 20252.35M$109M+1.96%
Q2 20252.59M$121M+2.08%
Q1 20252.10M$107M+2.10%
Q4 20242.10M$101M+1.90%
Q3 20242.10M$108M+1.89%
Q2 20242.10M$95M+1.88%
Q1 20242.65M$122M+2.55%
Q4 20232.22M$110M+2.53%
Q3 20232.48M$113M+2.83%
Q2 20232.62M$127M+2.99%
Q1 20232.55M$133M+3.53%
Q4 20222.57M$134M+4.21%
Q3 20222.64M$117M+4.28%
Q2 20223.40M$156M+5.47%
Q1 20222.75M$129M+3.93%
Q4 20212.96M$144M+3.98%
Q3 20213.65M$169M+4.66%
Q2 20213.92M$182M+5.24%
Q1 20213.90M$166M+6.03%
Q4 20202.88M$122M+3.68%
Q3 20203.16M$117M+5.08%
Q2 20203.00M$104M+5.19%
Q1 20202.94M$81M+5.36%
Q4 20192.91M$125M+5.49%
Q3 20193.08M$118M+5.11%
Q2 20193.14M$123M+5.15%
Q1 20193.00M$116M+5.16%
Q4 20183.29M$106M+5.86%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gates Capital Management, Inc.’s full portfolio or all institutional holders of GLPI.