Regents Gate Capital LLP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Regents Gate Capital LLP reported 37 stock positions worth $75.1 million. Its top holding was Amazon.com (AMZN) at 46.5% of the portfolio, followed by Air Products & Chemicals (APD, 2.8%) and Parker Hannifin (PH, 2.7%). Compared with Q1 2026, it opened 17 new positions, sold out of 16 and reduced 19. The biggest buy was a new position in Air Products & Chemicals (APD) and the biggest sale an exit from Ingersoll-Rand (IR).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002020935
- Portfolio Value
- $75.1M (Q2 2026)
- SEC Filing
- 0002020935-26-000006 ↗ filed Aug 6, 2026
Holdings Value
Holdings 37 stocks · $75.1M
| AMZN Amazon.com Inc. | 46.53% | 146,695 | $35.0M | No change |
| APD Air Products & Chemicals Inc. | 2.75% | 7,061 | $2.1M | New |
| PH Parker Hannifin Corp. | 2.66% | 2,042 | $2.0M | Reduce -92.7% |
| FAST Fastenal Co. | 2.65% | 41,526 | $2.0M | New |
| ITW Illinois Tool Works | 2.65% | 7,359 | $2.0M | Reduce -92.1% |
| SHW The Sherwin-Williams Co. | 2.62% | 5,717 | $2.0M | Reduce -54.6% |
| PCAR Paccar Inc. | 2.60% | 16,247 | $2.0M | New |
| CRH CRH PLC | 2.57% | 18,080 | $1.9M | Reduce -72.7% |
| OTIS Otis Worldwide Corp. | 2.57% | 26,993 | $1.9M | Reduce -84.6% |
| CHD Church & Dwight Co. Inc. | 2.43% | 18,857 | $1.8M | New |
| RBC RBC Bearings Inc. | 2.42% | 2,829 | $1.8M | Reduce -91.6% |
| ALLE Allegion PLC | 2.31% | 12,378 | $1.7M | Reduce -92.5% |
| ETN Eaton Corp. PLC | 2.01% | 3,536 | $1.5M | Reduce -92.8% |
| JCI Johnson Controls Internation | 2.00% | 10,277 | $1.5M | New |
| NVT Nvent Electric PLC | 1.99% | 8,838 | $1.5M | New |
| TT Trane Technologies PLC | 1.96% | 3,005 | $1.5M | Reduce -90.8% |
| BLDR Builders Firstsource Inc. | 1.85% | 15,507 | $1.4M | New |
| WSO Watsco Inc. | 1.82% | 3,278 | $1.4M | New |
| SNA Snap-on Inc. | 1.74% | 3,242 | $1.3M | Reduce -95.2% |
| AVY Avery Dennison Corp. | 1.73% | 7,997 | $1.3M | New |
| AOS Smith (a.o.) Corp. | 1.52% | 18,225 | $1.1M | Reduce -93.1% |
| AGCO Agco Corp. | 1.24% | 7,778 | $931K | New |
| AXTA Axalta Coating Systems Ltd. | 1.20% | 26,416 | $904K | New |
| APH Amphenol Corp. Class A | 0.97% | 4,143 | $730K | Reduce -97.0% |
| LECO Lincoln Electric Holdings | 0.90% | 2,550 | $677K | New |
| JBTM JBT Marel Corp. | 0.81% | 4,186 | $607K | Reduce -74.8% |
| ST Sensata Technologies Holdplc | 0.77% | 12,157 | $580K | Reduce -92.2% |
| CMI Cummins Inc. | 0.77% | 810 | $578K | Reduce -87.3% |
| EME Emcor Group Inc. | 0.74% | 672 | $558K | New |
| LOW Lowe's Cos Inc. | 0.45% | 1,517 | $334K | New |
| SWK Stanley Black & Decker Inc. | 0.25% | 1,966 | $185K | Reduce -97.4% |
| BALL Ball Corp. | 0.16% | 1,955 | $122K | New |
| KMT Kennametal Inc. | 0.16% | 3,362 | $118K | New |
| BCC Boise Cascade Co. | 0.10% | 953 | $74K | New |
| VMC Vulcan Materials Co. | 0.07% | 190 | $56K | Reduce -99.6% |
| CAT Caterpillar Inc. | 0.02% | 15 | $16K | Reduce -99.9% |
| CCK Crown Holdings Inc. | 0.00% | 32 | $4K | Reduce -100.0% |
Portfolio Sells Q1 2026 → Q2 2026
| IR Ingersoll-Rand Inc. | Sold out | 0.00% | −5.31 |
| IEX Idex Corp. | Sold out | 0.00% | −5.27 |
| ITT Itt Inc. | Sold out | 0.00% | −5.22 |
| CAT Caterpillar Inc. | Reduce -99.9% | 0.02% | −3.75 |
| SNA Snap-on Inc. | Reduce -95.2% | 1.74% | −3.46 |
| MMM 3M Co. | Sold out | 0.00% | −2.99 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −2.95 |
| ALLE Allegion PLC | Reduce -92.5% | 2.31% | −2.82 |
| APH Amphenol Corp. Class A | Reduce -97.0% | 0.97% | −2.72 |
| RPM RPM International Inc. | Sold out | 0.00% | −2.65 |
| PH Parker Hannifin Corp. | Reduce -92.7% | 2.66% | −2.64 |
| VMC Vulcan Materials Co. | Reduce -99.6% | 0.07% | −2.61 |
| ITW Illinois Tool Works | Reduce -92.1% | 2.65% | −2.53 |
| LII Lennox International Inc. | Sold out | 0.00% | −2.38 |
| LIN Linde PLC | Sold out | 0.00% | −2.37 |
| CCK Crown Holdings Inc. | Reduce -100.0% | 0.00% | −2.24 |
| AOS Smith (a.o.) Corp. | Reduce -93.1% | 1.52% | −2.19 |
| TKR Timken Co. | Sold out | 0.00% | −2.18 |
| DOV Dover Corp. | Sold out | 0.00% | −1.81 |
| ETN Eaton Corp. PLC | Reduce -92.8% | 2.01% | −1.71 |
| RBC RBC Bearings Inc. | Reduce -91.6% | 2.42% | −1.50 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −1.40 |
| BLD Topbuild Corp. | Sold out | 0.00% | −0.99 |
| TT Trane Technologies PLC | Reduce -90.8% | 1.96% | −0.94 |
| SWK Stanley Black & Decker Inc. | Reduce -97.4% | 0.25% | −0.88 |
| MLM Martin Marietta Materials | Sold out | 0.00% | −0.63 |
| ROK Rockwell Automation Inc. | Sold out | 0.00% | −0.56 |
| ST Sensata Technologies Holdplc | Reduce -92.2% | 0.77% | −0.40 |
| CNH CNH Industrial NV | Sold out | 0.00% | −0.34 |
| OTIS Otis Worldwide Corp. | Reduce -84.6% | 2.57% | −0.31 |
| AYI Acuity Inc. | Sold out | 0.00% | −0.25 |
| CMI Cummins Inc. | Reduce -87.3% | 0.77% | +0.04 |
| JBTM JBT Marel Corp. | Reduce -74.8% | 0.81% | +0.35 |
| CRH CRH PLC | Reduce -72.7% | 2.57% | +1.09 |
| SHW The Sherwin-Williams Co. | Reduce -54.6% | 2.62% | +1.76 |
Portfolio Buys Q1 2026 → Q2 2026
| APD Air Products & Chemicals Inc. | New | 2.75% | +2.75 |
| FAST Fastenal Co. | New | 2.65% | +2.65 |
| PCAR Paccar Inc. | New | 2.60% | +2.60 |
| CHD Church & Dwight Co. Inc. | New | 2.43% | +2.43 |
| JCI Johnson Controls Internation | New | 2.00% | +2.00 |
| NVT Nvent Electric PLC | New | 1.99% | +1.99 |
| BLDR Builders Firstsource Inc. | New | 1.85% | +1.85 |
| WSO Watsco Inc. | New | 1.82% | +1.82 |
| AVY Avery Dennison Corp. | New | 1.73% | +1.73 |
| AGCO Agco Corp. | New | 1.24% | +1.24 |
| AXTA Axalta Coating Systems Ltd. | New | 1.20% | +1.20 |
| LECO Lincoln Electric Holdings | New | 0.90% | +0.90 |
| EME Emcor Group Inc. | New | 0.74% | +0.74 |
| LOW Lowe's Cos Inc. | New | 0.45% | +0.45 |
| BALL Ball Corp. | New | 0.16% | +0.16 |
| KMT Kennametal Inc. | New | 0.16% | +0.16 |
| BCC Boise Cascade Co. | New | 0.10% | +0.10 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 37 | $75.1M | AMZN, APD, PH, FAST, ITW |
| Q1 2026 | 36 | $469.0M | AMZN, IR, PH, IEX, ITT |
| Q4 2025 | 37 | $312.4M | AMZN, MMM, ETN, LIN, IEX |
| Q3 2025 | 44 | $281.7M | AMZN, APH, GWW, IEX, DOV |
| Q2 2025 | 39 | $283.1M | AMZN, CMI, FAST, MLM, PH |
| Q1 2025 | 41 | $234.9M | C, IFF, RPM, PKG, TT |
| Q4 2024 | 51 | $252.0M | NVDA, APH, EMN, NXPI, IR |