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Gates Capital Management’s Consensus Cloud Solutions CCSI Stock Holding History

Gates Capital Management’s Portfolio CCSI Stock Details CCSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$43.6M Buy
1,838,379
+43,412
+2% +$1.12M 1.19% 32
2025
Q4 		$39.2M Buy
1,794,967
+423,953
+31% +$10.4M 1.03% 30
2025
Q3 		$40.3M Sell
1,371,014
-84,976
-6% -$2.11M 0.72% 31
2025
Q2 		$33.6M Sell
1,455,990
-235,378
-14% -$5.07M 0.58% 33
2025
Q1 		$39M Buy
1,691,368
+77,867
+5% +$2M 0.77% 32
2024
Q4 		$38.5M Buy
1,613,501
+16,245
+1% +$381K 0.72% 34
2024
Q3 		$37.6M Sell
1,597,256
-308,876
-16% -$6.45M 0.66% 33
2024
Q2 		$32.7M Buy
1,906,132
+15,000
+0.8% +$243K 0.65% 34
2024
Q1 		$30M Buy
1,891,132
+330,883
+21% +$5.93M 0.63% 34
2023
Q4 		$40.9M Sell
1,560,249
-208,535
-12% -$4.89M 0.94% 33
2023
Q3 		$44.5M Hold
1,768,784
– – 1.12% 29
2023
Q2 		$54.8M Sell
1,768,784
-77,857
-4% -$2.74M 1.29% 28
2023
Q1 		$63M Buy
1,846,641
+769,354
+71% +$37M 1.67% 24
2022
Q4 		$57.9M Sell
1,077,287
-53,050
-5% -$2.89M 1.82% 24
2022
Q3 		$53.5M Sell
1,130,337
-264,224
-19% -$13.6M 1.96% 23
2022
Q2 		$60.9M Buy
1,394,561
+454,401
+48% +$22.6M 2.13% 23
2022
Q1 		$56.5M Sell
940,160
-42,259
-4% -$2.44M 1.72% 23
2021
Q4 		$56.9M Buy
+982,419
New +$59.8M 1.57% 26

Other funds holding CCSI

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Gates Capital Management's CCSI Position: Q1 2026 in Review

Gates Capital Management increased its Consensus Cloud Solutions (CCSI) stake by 2.4% in Q1 2026, buying an estimated $1.12M and bringing the position to 1,838,379 shares worth $43.6M. The position accounts for 1.19% of the portfolio, ranked #32.

Gates Capital Management first reported a position in CCSI in Q4 2021 and has held it in 18 quarters since. The position peaked at $63M in Q1 2023. 169 funds tracked by Wall St. Rank hold CCSI as of Q1 2026.

  • Gates Capital Management held 1,838,379 shares of Consensus Cloud Solutions worth $43.6M as of Q1 2026.
  • Gates Capital Management bought 43,412 Consensus Cloud Solutions shares in Q1 2026, an estimated $1.12M.
  • Consensus Cloud Solutions made up 1.19% of Gates Capital Management's portfolio in Q1 2026, its #32 holding.
  • Gates Capital Management first reported a position in Consensus Cloud Solutions in Q4 2021 and has held it in 18 quarters since.
  • Gates Capital Management's Consensus Cloud Solutions position peaked at $63M in Q1 2023.
  • 169 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q1 2026.

Based on Gates Capital Management's 13F filing for Q1 2026, filed 15 May 2026.