Gates Capital Management’s Neogen NEOG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$61.2M	Buy	12,793,941 +3,637,019	+40%	+$17.4M	1.05%	25
2025 Q1	$79.4M	Buy	+9,156,922	New	+$79.4M	1.56%	20