Ownership history in Gates Capital Management, Inc. Β· 49 quarters on record
This page tracks every 13F SEC filing in which Gates Capital Management, Inc. reported a position in GAMING & LEISURE PPTYS INC (GLPI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Gates Capital Management, Inc. underperformed the S&P 500 by β19.1% annually on this GLPI position. Timing score: 52% (24/46 decisions correct). Average cost basis: $21.08. Maximum drawdown during holding period: β34.6%.
β Significantly underperformed the S&P 500 by 19.1% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
24 of 46 add/trim decisions correct
Best entry: $14.47 (2014 Q3) Β· Worst: $44.36 (2025 Q2)
πͺ Held through 2 major drawdowns (>20%).
22 adds Β· 25 trims. Bought during 12 of 23 down-price quarters. π Predominantly trimming β distribution phase.
π Gates Capital Management, Inc. has been actively increasing its GLPI allocation β a bullish signal from insiders.
Currently 2.46% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size