Gates Capital Management’s Gaming and Leisure Properties GLPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $91.3M | Sell |
2,058,130
-30,832
| -1% | -$1.43M | 2.5% | 18 |
|
|
2025
Q4 | $93.4M | Sell |
2,088,962
-258,654
| -11% | -$11.5M | 2.46% | 21 |
|
|
2025
Q3 | $109M | Sell |
2,347,616
-240,406
| -9% | -$11.3M | 1.96% | 20 |
|
|
2025
Q2 | $121M | Buy |
2,588,022
+490,000
| +23% | +$23.2M | 2.08% | 18 |
|
|
2025
Q1 | $107M | Hold |
2,098,022
| – | – | 2.1% | 20 |
|
|
2024
Q4 | $101M | Hold |
2,098,022
| – | – | 1.9% | 20 |
|
|
2024
Q3 | $108M | Sell |
2,098,022
-2,957
| -0.1% | -$146K | 1.89% | 21 |
|
|
2024
Q2 | $95M | Sell |
2,100,979
-549,333
| -21% | -$24.3M | 1.88% | 24 |
|
|
2024
Q1 | $122M | Buy |
2,650,312
+426,046
| +19% | +$19.6M | 2.55% | 16 |
|
|
2023
Q4 | $110M | Sell |
2,224,266
-260,064
| -10% | -$12M | 2.53% | 17 |
|
|
2023
Q3 | $113M | Sell |
2,484,330
-136,150
| -5% | -$6.49M | 2.83% | 16 |
|
|
2023
Q2 | $127M | Buy |
2,620,480
+71,870
| +3% | +$3.58M | 2.99% | 17 |
|
|
2023
Q1 | $133M | Sell |
2,548,610
-25,000
| -1% | -$1.3M | 3.53% | 14 |
|
|
2022
Q4 | $134M | Sell |
2,573,610
-65,247
| -2% | -$3.26M | 4.21% | 12 |
|
|
2022
Q3 | $117M | Sell |
2,638,857
-765,631
| -22% | -$37.8M | 4.28% | 11 |
|
|
2022
Q2 | $156M | Buy |
3,404,488
+652,930
| +24% | +$29.8M | 5.47% | 7 |
|
|
2022
Q1 | $129M | Sell |
2,751,558
-209,596
| -7% | -$9.42M | 3.93% | 13 |
|
|
2021
Q4 | $144M | Sell |
2,961,154
-693,057
| -19% | -$33M | 3.98% | 11 |
|
|
2021
Q3 | $169M | Sell |
3,654,211
-270,695
| -7% | -$12.9M | 4.66% | 7 |
|
|
2021
Q2 | $182M | Buy |
3,924,906
+22,975
| +0.6% | +$1.06M | 5.24% | 7 |
|
|
2021
Q1 | $166M | Buy |
3,901,931
+1,018,206
| +35% | +$43.1M | 6.03% | 4 |
|
|
2020
Q4 | $122M | Sell |
2,883,725
-272,086
| -9% | -$11M | 3.68% | 12 |
|
|
2020
Q3 | $117M | Buy |
3,155,811
+157,689
| +5% | +$5.74M | 5.08% | 5 |
|
|
2020
Q2 | $104M | Buy |
2,998,122
+61,191
| +2% | +$1.91M | 5.19% | 8 |
|
|
2020
Q1 | $81.4M | Buy |
2,936,931
+30,924
| +1% | +$1.27M | 5.36% | 8 |
|
|
2019
Q4 | $125M | Sell |
2,906,007
-177,532
| -6% | -$7.29M | 5.49% | 6 |
|
|
2019
Q3 | $118M | Sell |
3,083,539
-59,377
| -2% | -$2.28M | 5.11% | 6 |
|
|
2019
Q2 | $123M | Buy |
3,142,916
+147,631
| +5% | +$5.85M | 5.15% | 8 |
|
|
2019
Q1 | $116M | Sell |
2,995,285
-297,104
| -9% | -$10.8M | 5.16% | 7 |
|
|
2018
Q4 | $106M | Sell |
3,292,389
-1,458,098
| -31% | -$49.3M | 5.86% | 3 |
|
|
2018
Q3 | $167M | Buy |
4,750,487
+1,279,452
| +37% | +$45.3M | 4.25% | 2 |
|
|
2018
Q2 | $124M | Buy |
3,471,035
+463,034
| +15% | +$16.1M | 3.5% | 10 |
|
|
2018
Q1 | $101M | Buy |
3,008,001
+982,941
| +49% | +$34M | 2.28% | 10 |
|
|
2017
Q4 | $74.9M | Sell |
2,025,060
-477,041
| -19% | -$17.4M | 1.8% | 17 |
|
|
2017
Q3 | $92.3M | Buy |
2,502,101
+1,818
| +0.1% | +$68.7K | 2.61% | 12 |
|
|
2017
Q2 | $94.2M | Sell |
2,500,283
-1,493,590
| -37% | -$53.5M | 3.16% | 13 |
|
|
2017
Q1 | $133M | Buy |
3,993,873
+16,868
| +0.4% | +$532K | 4.85% | 4 |
|
|
2016
Q4 | $122M | Buy |
3,977,005
+327,836
| +9% | +$10.3M | 4.66% | 3 |
|
|
2016
Q3 | $122M | Buy |
3,649,169
+240,796
| +7% | +$8.33M | 4.39% | 5 |
|
|
2016
Q2 | $118M | Sell |
3,408,373
-477,096
| -12% | -$15.8M | 3.98% | 4 |
|
|
2016
Q1 | $120M | Sell |
3,885,469
-403,202
| -9% | -$10.9M | 4.52% | 4 |
|
|
2015
Q4 | $119M | Sell |
4,288,671
-1,731,855
| -29% | -$49.5M | 7.7% | 4 |
|
|
2015
Q3 | $179M | Buy |
6,020,526
+1,354,301
| +29% | +$44.1M | 6.91% | 3 |
|
|
2015
Q2 | $171M | Sell |
4,666,225
-212,948
| -4% | -$7.82M | 5.68% | 7 |
|
|
2015
Q1 | $180M | Buy |
4,879,173
+953,752
| +24% | +$32.2M | 6.33% | 5 |
|
|
2014
Q4 | $115M | Sell |
3,925,421
-1,385,667
| -26% | -$42.7M | 3.38% | 13 |
|
|
2014
Q3 | $164M | Buy |
5,311,088
+3,655,104
| +221% | +$123M | 4.93% | 8 |
|
|
2014
Q2 | $56.3M | Buy |
1,655,984
+61,127
| +4% | +$2.14M | 1.5% | 23 |
|
|
2014
Q1 | $58.1M | Sell |
1,594,857
-214,095
| -12% | -$8.11M | 1.71% | 23 |
|
|
2013
Q4 | $91.9M | Buy |
+1,808,952
| New | +$86M | 3.04% | 15 |
|
Other funds holding GLPI
VPM
VCM
Gates Capital Management's GLPI Position: Q1 2026 in Review
Gates Capital Management reduced its Gaming and Leisure Properties (GLPI) stake by 1.5% in Q1 2026, selling an estimated $1.43M and leaving 2,058,130 shares worth $91.3M. The position accounts for 2.5% of the portfolio, ranked #18.
Gates Capital Management first reported a position in GLPI in Q4 2013 and has held it in 50 quarters since. The position peaked at $182M in Q2 2021. 591 funds tracked by Wall St. Rank hold GLPI as of Q1 2026.
- Gates Capital Management held 2,058,130 shares of Gaming and Leisure Properties worth $91.3M as of Q1 2026.
- Gates Capital Management sold 30,832 Gaming and Leisure Properties shares in Q1 2026, an estimated $1.43M.
- Gaming and Leisure Properties made up 2.5% of Gates Capital Management's portfolio in Q1 2026, its #18 holding.
- Gates Capital Management first reported a position in Gaming and Leisure Properties in Q4 2013 and has held it in 50 quarters since.
- Gates Capital Management's Gaming and Leisure Properties position peaked at $182M in Q2 2021.
- 591 funds tracked by Wall St. Rank held Gaming and Leisure Properties as of Q1 2026.
Based on Gates Capital Management's 13F filing for Q1 2026, filed 15 May 2026.