Regents Gate Capital LLP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Regents Gate Capital LLP reported 36 stock positions worth $469.0 million. Its top holding was Amazon.com (AMZN) at 6.5% of the portfolio, followed by Ingersoll-Rand (IR, 5.3%) and Parker Hannifin (PH, 5.3%). Compared with Q4 2025, it opened 14 new positions, sold out of 15, added to 14 and reduced 8. The biggest buy was a new position in Ingersoll-Rand (IR) and the biggest sale Amazon.com (AMZN, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002020935
- Portfolio Value
- $469.0M (Q1 2026)
- SEC Filing
- 0002020935-26-000003 ↗ filed May 7, 2026
Holdings Value
Holdings 36 stocks · $469.0M
| AMZN Amazon.com Inc. | 6.51% | 146,695 | $30.6M | Reduce -22.7% |
| IR Ingersoll-Rand Inc. | 5.31% | 310,957 | $24.9M | New |
| PH Parker Hannifin Corp. | 5.30% | 27,772 | $24.9M | Add +21941.3% |
| IEX Idex Corp. | 5.27% | 130,389 | $24.7M | Add +60.0% |
| ITT Itt Inc. | 5.22% | 128,378 | $24.5M | Add +139.2% |
| SNA Snap-on Inc. | 5.20% | 67,092 | $24.4M | Add +2584.8% |
| ITW Illinois Tool Works | 5.18% | 93,388 | $24.3M | New |
| ALLE Allegion PLC | 5.13% | 165,622 | $24.1M | Add +291.7% |
| RBC RBC Bearings Inc. | 3.92% | 33,857 | $18.4M | New |
| CAT Caterpillar Inc. | 3.77% | 24,950 | $17.7M | New |
| ETN Eaton Corp. PLC | 3.72% | 48,779 | $17.4M | Add +6.2% |
| AOS Smith (a.o.) Corp. | 3.71% | 263,951 | $17.4M | Add +33.6% |
| APH Amphenol Corp. Class A | 3.70% | 137,207 | $17.3M | Add +31.4% |
| MMM 3M Co. | 2.99% | 96,480 | $14.0M | Add +5.5% |
| EMR Emerson Electric Co. | 2.95% | 105,769 | $13.9M | Add +210.8% |
| TT Trane Technologies PLC | 2.91% | 32,730 | $13.6M | New |
| OTIS Otis Worldwide Corp. | 2.88% | 175,425 | $13.5M | New |
| VMC Vulcan Materials Co. | 2.69% | 46,264 | $12.6M | Reduce -6.4% |
| RPM RPM International Inc. | 2.65% | 124,822 | $12.4M | Add +3.5% |
| LII Lennox International Inc. | 2.38% | 24,024 | $11.2M | Add +700.5% |
| LIN Linde PLC | 2.37% | 22,455 | $11.1M | Reduce -34.1% |
| CCK Crown Holdings Inc. | 2.24% | 104,999 | $10.5M | Add +276.4% |
| TKR Timken Co. | 2.18% | 101,754 | $10.2M | Reduce -6.2% |
| DOV Dover Corp. | 1.81% | 40,800 | $8.5M | New |
| CRH CRH PLC | 1.49% | 66,272 | $7.0M | New |
| PPG PPG Industries Inc. | 1.40% | 61,559 | $6.6M | Reduce -22.3% |
| ST Sensata Technologies Holdplc | 1.17% | 156,048 | $5.5M | Add +15.0% |
| SWK Stanley Black & Decker Inc. | 1.13% | 74,393 | $5.3M | New |
| BLD Topbuild Corp. | 0.99% | 13,253 | $4.7M | New |
| SHW The Sherwin-Williams Co. | 0.86% | 12,602 | $4.0M | Reduce -51.9% |
| CMI Cummins Inc. | 0.73% | 6,352 | $3.4M | New |
| MLM Martin Marietta Materials | 0.63% | 5,054 | $3.0M | New |
| ROK Rockwell Automation Inc. | 0.56% | 7,314 | $2.6M | New |
| JBTM JBT Marel Corp. | 0.45% | 16,622 | $2.1M | Reduce -19.4% |
| CNH CNH Industrial NV | 0.34% | 142,881 | $1.6M | Reduce -84.8% |
| AYI Acuity Inc. | 0.25% | 4,257 | $1.2M | New |
Portfolio Sells Q4 2025 → Q1 2026
| AMZN Amazon.com Inc. | Reduce -22.7% | 6.51% | −7.50 |
| FAST Fastenal Co. | Sold out | 0.00% | −4.60 |
| URI United Rentals Inc. | Sold out | 0.00% | −4.04 |
| HD Home Depot Inc. | Sold out | 0.00% | −3.43 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −3.02 |
| EME Emcor Group Inc. | Sold out | 0.00% | −2.79 |
| DE Deere & Co. | Sold out | 0.00% | −2.59 |
| CNH CNH Industrial NV | Reduce -84.8% | 0.34% | −2.44 |
| LIN Linde PLC | Reduce -34.1% | 2.37% | −2.28 |
| AGCO Agco Corp. | Sold out | 0.00% | −2.27 |
| JCI Johnson Controls Internation | Sold out | 0.00% | −1.93 |
| SHW The Sherwin-Williams Co. | Reduce -51.9% | 0.86% | −1.86 |
| VMC Vulcan Materials Co. | Reduce -6.4% | 2.69% | −1.83 |
| PPG PPG Industries Inc. | Reduce -22.3% | 1.40% | −1.19 |
| AIT Applied Industrial Tech Inc. | Sold out | 0.00% | −0.96 |
| CHD Church & Dwight Co. Inc. | Sold out | 0.00% | −0.85 |
| GPK Graphic Packaging Holding Co. | Sold out | 0.00% | −0.83 |
| TKR Timken Co. | Reduce -6.2% | 2.18% | −0.74 |
| WSO Watsco Inc. | Sold out | 0.00% | −0.69 |
| JBTM JBT Marel Corp. | Reduce -19.4% | 0.45% | −0.54 |
| RRX Regal Rexnord Corp. | Sold out | 0.00% | −0.18 |
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −0.10 |
| BCC Boise Cascade Co. | Sold out | 0.00% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| IR Ingersoll-Rand Inc. | New | 5.31% | +5.31 |
| PH Parker Hannifin Corp. | Add +21941.3% | 5.30% | +5.27 |
| ITW Illinois Tool Works | New | 5.18% | +5.18 |
| SNA Snap-on Inc. | Add +2584.8% | 5.20% | +4.92 |
| RBC RBC Bearings Inc. | New | 3.92% | +3.92 |
| CAT Caterpillar Inc. | New | 3.77% | +3.77 |
| ALLE Allegion PLC | Add +291.7% | 5.13% | +2.98 |
| TT Trane Technologies PLC | New | 2.91% | +2.91 |
| OTIS Otis Worldwide Corp. | New | 2.88% | +2.88 |
| ITT Itt Inc. | Add +139.2% | 5.22% | +2.23 |
| LII Lennox International Inc. | Add +700.5% | 2.38% | +1.91 |
| DOV Dover Corp. | New | 1.81% | +1.81 |
| EMR Emerson Electric Co. | Add +210.8% | 2.95% | +1.51 |
| CRH CRH PLC | New | 1.49% | +1.49 |
| CCK Crown Holdings Inc. | Add +276.4% | 2.24% | +1.32 |
| SWK Stanley Black & Decker Inc. | New | 1.13% | +1.13 |
| BLD Topbuild Corp. | New | 0.99% | +0.99 |
| CMI Cummins Inc. | New | 0.73% | +0.73 |
| MLM Martin Marietta Materials | New | 0.63% | +0.63 |
| IEX Idex Corp. | Add +60.0% | 5.27% | +0.63 |
| ROK Rockwell Automation Inc. | New | 0.56% | +0.56 |
| AYI Acuity Inc. | New | 0.25% | +0.25 |
| ST Sensata Technologies Holdplc | Add +15.0% | 1.17% | −0.27 |
| AOS Smith (a.o.) Corp. | Add +33.6% | 3.71% | −0.52 |
| APH Amphenol Corp. Class A | Add +31.4% | 3.70% | −0.82 |
| ETN Eaton Corp. PLC | Add +6.2% | 3.72% | −0.96 |
| RPM RPM International Inc. | Add +3.5% | 2.65% | −1.37 |
| MMM 3M Co. | Add +5.5% | 2.99% | −1.70 |
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 |