Regents Gate Capital LLP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Regents Gate Capital LLP reported 51 stock positions worth $252.0 million. Its top holding was Nvidia (NVDA) at 7.6% of the portfolio, followed by Amphenol Class A (APH, 5.5%) and Eastman Chemical (EMN, 4.1%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002020935
- Portfolio Value
- $252.0M (Q4 2024)
- SEC Filing
- 0002020935-25-000002 ↗ filed Jan 29, 2025
Holdings Value
Holdings 51 stocks · $252.0M
| NVDA Nvidia Corp. | 7.62% | 143,000 | $19.2M | — |
| APH Amphenol Corp. Class A | 5.54% | 201,177 | $14.0M | — |
| EMN Eastman Chemical Co. | 4.06% | 112,073 | $10.2M | — |
| NXPI NXP Semiconductors NV | 4.05% | 49,055 | $10.2M | — |
| IR Ingersoll-Rand Inc. | 4.04% | 112,433 | $10.2M | — |
| URI United Rentals Inc. | 4.03% | 14,415 | $10.2M | — |
| TT Trane Technologies PLC | 4.02% | 27,442 | $10.1M | — |
| LII Lennox International Inc. | 3.99% | 16,516 | $10.1M | — |
| AOS Smith (a.o.) Corp. | 3.97% | 146,499 | $10.0M | — |
| FLS Flowserve Corp. | 3.64% | 159,640 | $9.2M | — |
| WSO Watsco Inc. | 3.36% | 17,887 | $8.5M | — |
| ALLE Allegion PLC | 3.02% | 58,235 | $7.6M | — |
| LIN Linde PLC | 3.01% | 18,115 | $7.6M | — |
| EME Emcor Group Inc. | 2.84% | 15,741 | $7.1M | — |
| NVT Nvent Electric PLC | 2.58% | 95,248 | $6.5M | — |
| DOV Dover Corp. | 2.51% | 33,755 | $6.3M | — |
| GPK Graphic Packaging Holding Co. | 2.49% | 231,439 | $6.3M | — |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 2.40% | 71,490 | $6.0M | — |
| TEX Terex Corp. | 2.21% | 120,313 | $5.6M | — |
| BLD Topbuild Corp. | 1.98% | 16,033 | $5.0M | — |
| SWK Stanley Black & Decker Inc. | 1.75% | 55,057 | $4.4M | — |
| ITT Itt Inc. | 1.72% | 30,258 | $4.3M | — |
| PKG Packaging Corp. of America | 1.70% | 19,066 | $4.3M | — |
| ETN Eaton Corp. PLC | 1.55% | 11,781 | $3.9M | — |
| DOW Dow Inc. | 1.44% | 90,223 | $3.6M | — |
| MIDD Middleby Corp. | 1.42% | 26,493 | $3.6M | — |
| GNRC Generac Holdings Inc. | 1.42% | 23,127 | $3.6M | — |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.35% | 3,224 | $3.4M | — |
| SON Sonoco Products Co. | 1.22% | 63,118 | $3.1M | — |
| FIX Comfort Systems USA Inc. | 1.21% | 7,193 | $3.1M | — |
| LECO Lincoln Electric Holdings | 1.20% | 16,128 | $3.0M | — |
| LOW Lowe's Cos Inc. | 1.16% | 11,844 | $2.9M | — |
| PPG PPG Industries Inc. | 1.15% | 24,254 | $2.9M | — |
| ANET Arista Networks Inc. | 1.06% | 24,151 | $2.7M | — |
| APD Air Products & Chemicals Inc. | 1.02% | 8,885 | $2.6M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.99% | 4,275 | $2.5M | — |
| SHW The Sherwin-Williams Co. | 0.92% | 6,801 | $2.3M | — |
| SMTC Semtech Corp. | 0.91% | 36,951 | $2.3M | — |
| VRT Vertiv Holdings Co. Class A | 0.88% | 19,626 | $2.2M | — |
| CNH CNH Industrial NV | 0.88% | 196,321 | $2.2M | — |
| LYB Lyondellbasell Indu Class A | 0.85% | 28,677 | $2.1M | — |
| DE Deere & Co. | 0.73% | 4,329 | $1.8M | — |
| OLN Olin Corp. | 0.73% | 54,252 | $1.8M | — |
| BCC Boise Cascade Co. | 0.47% | 9,970 | $1.2M | — |
| JCI Johnson Controls Internation | 0.43% | 13,829 | $1.1M | — |
| RPM RPM International Inc. | 0.16% | 3,343 | $411K | — |
| GMS GMS Inc. | 0.16% | 4,730 | $401K | — |
| CLX Clorox Company | 0.11% | 1,658 | $269K | — |
| PCAR Paccar Inc. | 0.02% | 423 | $44K | — |
| AVY Avery Dennison Corp. | 0.01% | 200 | $37K | — |
| JBTM JBT Marel Corp. filed as JOHN BEAN TECHNOLOGIES CORP | 0.01% | 116 | $15K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |