SEC 13F Intelligence

Gates Capital Management, Inc. / VICI

Gates Capital Management, Inc.’s Vici Pptys Inc Position

Does Gates Capital Management, Inc. own Vici Pptys Inc (VICI)? Yes — 3.23M shares worth $88M (+2.41% of its 13F portfolio) as of Q1 2026, down from 3.41M shares the prior filed quarter.

Position Value
$88M
Q1 2026
Shares
3.23M
% of Portfolio
+2.41%
Quarters Held
30
currently held

Position History VICI

Reported value by quarter
Q4 ’18: $42MQ4 ’18Q1 ’19: $48MQ2 ’19: $118MQ3 ’19: $119MQ4 ’19: $107MQ4 ’19Q1 ’20: $89MQ2 ’20: $147MQ3 ’20: $116MQ4 ’20: $104MQ4 ’20Q1 ’21: $120MQ2 ’21: $110MQ3 ’21: $199MQ4 ’21: $156MQ4 ’21Q1 ’22: $115MQ2 ’22: $96MQ3 ’22: $96MQ4 ’22: $96MQ4 ’22Q1 ’23: $94MQ2 ’23: $89MQ3 ’23: $82MQ4 ’23: $87MQ4 ’23Q1 ’24: $93MQ2 ’24: $116MQ3 ’24: $89MQ4 ’24: $88MQ4 ’24Q1 ’25: $87MQ2 ’25: $87MQ3 ’25: $87MQ4 ’25: $96MQ4 ’25Q1 ’26: $88Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.23M$88M+2.41%
Q4 20253.41M$96M+2.52%
Q3 20252.67M$87M+1.56%
Q2 20252.67M$87M+1.50%
Q1 20252.67M$87M+1.71%
Q4 20243.02M$88M+1.66%
Q3 20242.67M$89M+1.56%
Q2 20244.05M$116M+2.30%
Q1 20243.11M$93M+1.93%
Q4 20232.72M$87M+2.00%
Q3 20232.82M$82M+2.06%
Q2 20232.82M$89M+2.09%
Q1 20232.87M$94M+2.49%
Q4 20222.95M$96M+3.01%
Q3 20223.22M$96M+3.53%
Q2 20223.22M$96M+3.36%
Q1 20224.03M$115M+3.49%
Q4 20215.18M$156M+4.31%
Q3 20217.00M$199M+5.47%
Q2 20213.54M$110M+3.17%
Q1 20214.25M$120M+4.37%
Q4 20204.07M$104M+3.12%
Q3 20204.96M$116M+5.05%
Q2 20207.27M$147M+7.34%
Q1 20205.37M$89M+5.89%
Q4 20194.19M$107M+4.70%
Q3 20195.25M$119M+5.15%
Q2 20195.34M$118M+4.95%
Q1 20192.18M$48M+2.13%
Q4 20182.21M$42M+2.29%

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 VICI.