Regents Gate Capital LLP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Regents Gate Capital LLP reported 44 stock positions worth $281.7 million. Its top holding was Amazon.com (AMZN) at 14.8% of the portfolio, followed by Amphenol Class A (APH, 4.3%) and WW Grainger (GWW, 4.2%). Compared with Q2 2025, it opened 20 new positions, sold out of 15, added to 13 and reduced 10. The biggest buy was a new position in Dover (DOV) and the biggest sale an exit from Fastenal (FAST).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002020935
- Portfolio Value
- $281.7M (Q3 2025)
- SEC Filing
- 0002020935-25-000012 ↗ filed Nov 12, 2025
Holdings Value
Holdings 44 stocks · $281.7M
| AMZN Amazon.com Inc. | 14.79% | 189,680 | $41.6M | No change |
| APH Amphenol Corp. Class A | 4.26% | 96,908 | $12.0M | Add +54.8% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 4.19% | 12,370 | $11.8M | Add +70.3% |
| IEX Idex Corp. | 4.18% | 72,303 | $11.8M | Add +4.6% |
| DOV Dover Corp. | 4.17% | 70,373 | $11.7M | New |
| CNH CNH Industrial NV | 4.14% | 1,074,882 | $11.7M | Add +14.9% |
| PPG PPG Industries Inc. | 3.85% | 103,262 | $10.9M | New |
| PH Parker Hannifin Corp. | 3.82% | 14,180 | $10.8M | Reduce -18.5% |
| ATR Aptargroup Inc. | 3.76% | 79,334 | $10.6M | New |
| JBTM JBT Marel Corp. | 3.74% | 75,099 | $10.5M | Add +92.1% |
| OC Owens Corning | 3.42% | 68,190 | $9.6M | Add +88.2% |
| JCI Johnson Controls Internation | 3.36% | 86,144 | $9.5M | Add +17.4% |
| ITT Itt Inc. | 3.33% | 52,477 | $9.4M | New |
| LII Lennox International Inc. | 2.91% | 15,487 | $8.2M | Reduce -1.5% |
| AIT Applied Industrial Tech Inc. | 2.89% | 31,153 | $8.1M | Reduce -36.4% |
| TXN Texas Instruments Inc. | 2.50% | 38,286 | $7.0M | New |
| ITW Illinois Tool Works | 2.47% | 26,733 | $7.0M | Reduce -45.6% |
| GPK Graphic Packaging Holding Co. | 2.47% | 355,874 | $7.0M | Reduce -5.1% |
| SNA Snap-on Inc. | 2.41% | 19,607 | $6.8M | Add +49.9% |
| URI United Rentals Inc. | 2.10% | 6,209 | $5.9M | New |
| AXTA Axalta Coating Systems Ltd. | 1.97% | 194,060 | $5.6M | Add +18.8% |
| ST Sensata Technologies Holdplc | 1.81% | 166,854 | $5.1M | Add +268.9% |
| AOS Smith (a.o.) Corp. | 1.76% | 67,575 | $5.0M | New |
| APD Air Products & Chemicals Inc. | 1.58% | 16,283 | $4.4M | New |
| BLDR Builders Firstsource Inc. | 1.54% | 35,775 | $4.3M | New |
| HUN Huntsman Corp. | 1.48% | 463,137 | $4.2M | Add +117.7% |
| GGG Graco Inc. | 1.43% | 47,567 | $4.0M | Add +16.9% |
| EME Emcor Group Inc. | 1.27% | 5,521 | $3.6M | New |
| SHW The Sherwin-Williams Co. | 1.13% | 9,175 | $3.2M | Add +51.9% |
| RPM RPM International Inc. | 0.91% | 21,811 | $2.6M | Reduce -56.4% |
| CMI Cummins Inc. | 0.91% | 6,062 | $2.6M | Reduce -83.8% |
| RRX Regal Rexnord Corp. | 0.90% | 17,709 | $2.5M | New |
| AYI Acuity Inc. | 0.72% | 5,898 | $2.0M | Reduce -75.3% |
| HUBB Hubbell Inc. | 0.70% | 4,588 | $2.0M | New |
| MAS Masco Corp. | 0.62% | 24,923 | $1.8M | Reduce -8.0% |
| HD Home Depot Inc. | 0.52% | 3,594 | $1.5M | New |
| PCAR Paccar Inc. | 0.47% | 13,555 | $1.3M | New |
| ROK Rockwell Automation Inc. | 0.40% | 3,252 | $1.1M | New |
| CCK Crown Holdings Inc. | 0.30% | 8,648 | $835K | New |
| RBC RBC Bearings Inc. | 0.25% | 1,818 | $710K | New |
| PG The Procter & Gamble Co. | 0.23% | 4,209 | $647K | New |
| GNRC Generac Holdings Inc. | 0.21% | 3,607 | $604K | Reduce -34.4% |
| BALL Ball Corp. | 0.06% | 3,603 | $182K | New |
| CARR Carrier Global Corp. | 0.04% | 1,754 | $105K | New |
Portfolio Sells Q2 2025 → Q3 2025
| FAST Fastenal Co. | Sold out | 0.00% | −4.31 |
| MLM Martin Marietta Materials | Sold out | 0.00% | −4.29 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −4.27 |
| IR Ingersoll-Rand Inc. | Sold out | 0.00% | −4.25 |
| CMI Cummins Inc. | Reduce -83.8% | 0.91% | −3.42 |
| PKG Packaging Corp. of America | Sold out | 0.00% | −2.72 |
| EMN Eastman Chemical Co. | Sold out | 0.00% | −2.04 |
| CRH CRH PLC | Sold out | 0.00% | −1.98 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −1.92 |
| ITW Illinois Tool Works | Reduce -45.6% | 2.47% | −1.82 |
| AYI Acuity Inc. | Reduce -75.3% | 0.72% | −1.79 |
| LIN Linde PLC | Sold out | 0.00% | −1.58 |
| ALLE Allegion PLC | Sold out | 0.00% | −1.22 |
| IFF Intl Flavors & Fragrances | Sold out | 0.00% | −1.19 |
| AIT Applied Industrial Tech Inc. | Reduce -36.4% | 2.89% | −1.14 |
| NVT Nvent Electric PLC | Sold out | 0.00% | −1.08 |
| RPM RPM International Inc. | Reduce -56.4% | 0.91% | −1.03 |
| PH Parker Hannifin Corp. | Reduce -18.5% | 3.82% | −0.48 |
| GPK Graphic Packaging Holding Co. | Reduce -5.1% | 2.47% | −0.32 |
| LII Lennox International Inc. | Reduce -1.5% | 2.91% | −0.27 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.10 |
| SWK Stanley Black & Decker Inc. | Sold out | 0.00% | −0.07 |
| GNRC Generac Holdings Inc. | Reduce -34.4% | 0.21% | −0.06 |
| VMC Vulcan Materials Co. | Sold out | 0.00% | −0.06 |
| MAS Masco Corp. | Reduce -8.0% | 0.62% | +0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| DOV Dover Corp. | New | 4.17% | +4.17 |
| PPG PPG Industries Inc. | New | 3.85% | +3.85 |
| ATR Aptargroup Inc. | New | 3.76% | +3.76 |
| ITT Itt Inc. | New | 3.33% | +3.33 |
| TXN Texas Instruments Inc. | New | 2.50% | +2.50 |
| URI United Rentals Inc. | New | 2.10% | +2.10 |
| JBTM JBT Marel Corp. | Add +92.1% | 3.74% | +2.08 |
| APH Amphenol Corp. Class A | Add +54.8% | 4.26% | +2.07 |
| AOS Smith (a.o.) Corp. | New | 1.76% | +1.76 |
| OC Owens Corning | Add +88.2% | 3.42% | +1.66 |
| APD Air Products & Chemicals Inc. | New | 1.58% | +1.58 |
| BLDR Builders Firstsource Inc. | New | 1.54% | +1.54 |
| GWW WW Grainger Inc. | Add +70.3% | 4.19% | +1.52 |
| ST Sensata Technologies Holdplc | Add +268.9% | 1.81% | +1.33 |
| EME Emcor Group Inc. | New | 1.27% | +1.27 |
| SNA Snap-on Inc. | Add +49.9% | 2.41% | +0.97 |
| RRX Regal Rexnord Corp. | New | 0.90% | +0.90 |
| HUBB Hubbell Inc. | New | 0.70% | +0.70 |
| HUN Huntsman Corp. | Add +117.7% | 1.48% | +0.69 |
| JCI Johnson Controls Internation | Add +17.4% | 3.36% | +0.63 |
| HD Home Depot Inc. | New | 0.52% | +0.52 |
| PCAR Paccar Inc. | New | 0.47% | +0.47 |
| ROK Rockwell Automation Inc. | New | 0.40% | +0.40 |
| SHW The Sherwin-Williams Co. | Add +51.9% | 1.13% | +0.40 |
| CCK Crown Holdings Inc. | New | 0.30% | +0.30 |
| AXTA Axalta Coating Systems Ltd. | Add +18.8% | 1.97% | +0.26 |
| RBC RBC Bearings Inc. | New | 0.25% | +0.25 |
| PG The Procter & Gamble Co. | New | 0.23% | +0.23 |
| GGG Graco Inc. | Add +16.9% | 1.43% | +0.20 |
| BALL Ball Corp. | New | 0.06% | +0.06 |
| CARR Carrier Global Corp. | New | 0.04% | +0.04 |
| IEX Idex Corp. | Add +4.6% | 4.18% | −0.11 |
| CNH CNH Industrial NV | Add +14.9% | 4.14% | −0.14 |
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 |