Investor
Regents Gate Capital LLP
CIK 0002020935 · filed 2026-05-07 · SEC filing
13F book
$469M
Positions
36
14 new · 15 sold
Largest name
6.5%
Amazon Com Inc · AMZN
Est. mark
−$407.7K
Price effect on 22 names still held. Flow $157M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Amazon Com Inc | AMZN | 146.7K | $30.6M | 6.5% | −$3.31M | Cut−$13.2M |
| Ingersoll Rand Inc. | IR | 311K | $24.9M | 5.3% | — | New |
| Parker-Hannifin Corp | PH | 27.8K | $24.9M | 5.3% | $2.05K | Added$24.8M |
| Idex Corp | — | 130.4K | $24.7M | 5.3% | $946.5K | Added$10.2M |
| Itt Inc. | ITT | 128.4K | $24.5M | 5.2% | $913.4K | Added$15.1M |
| Snap-on Inc | SNA | 67.1K | $24.4M | 5.2% | $46.5K | Added$23.5M |
| Illinois Tool Wks Inc | — | 93.4K | $24.3M | 5.2% | — | New |
| Allegion plc | ALLE | 165.6K | $24.1M | 5.1% | −$588.9K | Added$17.3M |
| Rbc Bearings Inc | RBC | 33.9K | $18.4M | 3.9% | — | New |
| Caterpillar Inc | CAT | 24.9K | $17.7M | 3.8% | — | New |
| Eaton Corp Plc | ETN | 48.8K | $17.4M | 3.7% | $1.8M | Added$2.82M |
| Smith A O Corp | AOS | 264K | $17.4M | 3.7% | −$185.7K | Added$4.19M |
| Amphenol Corp New | — | 137.2K | $17.3M | 3.7% | −$917.5K | Added$3.23M |
| 3M CO | MMM | 96.5K | $14M | 3.0% | −$1.36M | Added−$624.9K |
| Emerson Elec Co | — | 105.8K | $13.9M | 3.0% | −$57.9K | Added$9.34M |
| Trane Technologies Plc | TT | 32.7K | $13.6M | 2.9% | — | New |
| Otis Worldwide Corp | OTIS | 175.4K | $13.5M | 2.9% | — | New |
| Vulcan Matls Co | — | 46.3K | $12.6M | 2.7% | −$597.7K | Cut−$1.5M |
| Rpm Intl Inc | — | 124.8K | $12.4M | 2.6% | −$555K | Added−$141.1K |
| Lennox Intl Inc | — | 24K | $11.2M | 2.4% | −$64.4K | Added$9.69M |
| Linde Plc | LIN | 22.5K | $11.1M | 2.4% | $1.56M | Cut−$3.4M |
| Crown Hldgs Inc | — | 105K | $10.5M | 2.2% | −$75.9K | Added$7.65M |
| Timken Co | TKR | 101.8K | $10.2M | 2.2% | $1.67M | Cut$1.11M |
| Dover Corp | DOV | 40.8K | $8.5M | 1.8% | — | New |
| Crh Plc | — | 66.3K | $6.97M | 1.5% | — | New |
| Ppg Inds Inc | — | 61.6K | $6.58M | 1.4% | $272.1K | Cut−$1.53M |
| Sensata Technologies Hldg Pl | — | 156K | $5.5M | 1.2% | $261.9K | Added$978.1K |
| Stanley Black & Decker, Inc. | SWK | 74.4K | $5.29M | 1.1% | — | New |
| Topbuild Corp | — | 13.3K | $4.66M | 1.0% | — | New |
| Sherwin Williams Co | SHW | 12.6K | $4.04M | 0.9% | −$43.9K | Cut−$4.45M |
| Cummins Inc | CMI | 6.35K | $3.42M | 0.7% | — | New |
| Martin Marietta Matls Inc | — | 5.05K | $2.98M | 0.6% | — | New |
| Rockwell Automation, Inc | ROK | 7.31K | $2.62M | 0.6% | — | New |
| JBT MAREL Corp | JBTM | 16.6K | $2.13M | 0.5% | −$379K | Cut−$979.7K |
| Cnh Indl N V | — | 142.9K | $1.57M | 0.3% | $254.3K | Cut−$7.1M |
| Acuity Inc | — | 4.26K | $1.19M | 0.3% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.