What smart money is saying about Gates Industrial
3 funds in our archive have pitched Gates Industrial, most recently Cooke & Bieler Small Cap Value Equity Strategy in September 2026.
Gates Industrial Corporation plc operates worldwide, specializing in the engineering, manufacturing, and sale of sophisticated power transmission and fluid power systems. The company is organized into two main operational units: Power Transmission and Fluid Power. The Power Transmission segment delivers a wide array of belts, including V-belts, CVT belts, and Micro-V belts, whether synchronous or asynchronous, along with essential associated components like sprockets, pulleys, water pumps, and tensioners. These solutions are integral to various platforms, from stationary and mobile drive systems to engine components, personal mobility, and vertical lifting mechanisms. This division also provides metal drive parts and complete kits for the automotive aftermarket. Through its Fluid Power segment, Gates offers comprehensive hydraulic solutions, which encompass hoses, tubing, fittings, and pre-assembled units. These products are crucial for stationary and mobile hydraulic systems, engine applications, and a broad spectrum of other industrial uses. Gates' engineered products, all marketed under the Gates brand, cater to a diverse range of industries. These include construction, agriculture, energy, automotive, transportation, recreational vehicles, consumer products, and various industrial applications such as automated manufacturing and logistics systems. The company supplies both original equipment manufacturers and customers in the replacement parts channel. Established in 1911, Gates Industrial Corporation plc maintains its headquarters in Denver, Colorado.
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Position history
Between Q4 2024 and Q3 2026, 8 fund letters reported a position in Gates Industrial, with 1 buy (opened or added) and 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 1 | 1 | 1 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 3 | 0 | 0 | 1 |
| Q4 2024 | 2 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 8 positions · 3 moves
- September 2026
“• Shares of auto parts manufacturer Gates Industrial were sold to allocate funds to more attractive opportunities.”
Gates Industrial - New positionCooke & Bieler Small Cap Value Equity StrategySeptember 2026
“Gates Industrial (GTES) is a leading global manufacturer of highly engineered power transmission and uid power solutions – primarily belts and hydraulic hoses – to diverse replacement channel customers and OEMs serving automotive, construction, agriculture, general industrial, and oil and gas markets.”
Gates Industrial Listed in Granahan Investment Management Small Cap Core Growth Strategy’s reported holdings.
Gates Industrial- June 2025
Listed in RS Small Cap Value Strategy’s reported holdings.
Gates Industrial - June 2025
Listed in RS Concentrated All Cap Value Strategy’s reported holdings.
Gates Industrial - June 2025
“Gates Industrial Corporation Plc (GTES) – GTES was a top performer after delivering a strong quarter, driven by robust automotive replacement demand despite tariff challenges.”
Gates Industrial - December 2024
“Other top Q4 contributors included Allegiant Travel, Webster Financial and Gates Industrial.”
Gates Industrial - December 2024
“We funded these purchases in part with proceeds from the sales of engineered power transmission and fluid power solutions provider Gates Industrial, integrated manufacturing solutions provider Sanmina Corporation and business process management company WNS Holdings, all of which we exited in favor of more compelling opportunities elsewhere.”
Gates Industrial
Fund coverage · 3 theses
- Cooke & Bieler Small Cap Value Equity StrategySeptember 2026
Gates Industrial makes engineered power transmission and fluid power solutions, and its recurring replacement-channel mix and strong free cash flow support long-term stability and capital returns.
Read the full thesis - The London Company Small CapDecember 2025
Gates Industrial Corporation plc is positioned for strong earnings growth supported by secular tailwinds like electrification and operational improvements despite near-term margin pressure.
Read the full thesis - Heartland Value Plus FundJune 2025
Gates Industrial Corporation plc (GTES) is a well-positioned small-cap manufacturer benefiting from strong replacement demand and ongoing cost optimization, making it an attractive investment despite recent tariff concerns.
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