13F HOLDINGS REPORT
Regents Gate Capital LLP
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0002020935-25-000012
Total Value
$281.7M
Positions
44
Other Managers
0
Confidential Omitted
No
Holdings (44)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 189,680 | $41.6M | 14.79% |
| 2 | AMPHENOL CORP NEW | 032095101 | 96,908 | $12.0M | 4.26% |
| 3 | GRAINGER W W INC | 384802104 | 12,370 | $11.8M | 4.19% |
| 4 | IDEX CORP | 45167R104 | 72,303 | $11.8M | 4.18% |
| 5 | DOVER CORP | DOV | 70,373 | $11.7M | 4.17% |
| 6 | CNH INDL N V | N20944109 | 1,074,882 | $11.7M | 4.14% |
| 7 | PPG INDS INC | 693506107 | 103,262 | $10.9M | 3.85% |
| 8 | PARKER-HANNIFIN CORP | PH | 14,180 | $10.8M | 3.82% |
| 9 | APTARGROUP INC | ATR | 79,334 | $10.6M | 3.76% |
| 10 | JBT MAREL CORPORATION | JBTM | 75,099 | $10.5M | 3.74% |
| 11 | OWENS CORNING NEW | OC | 68,190 | $9.6M | 3.42% |
| 12 | JOHNSON CTLS INTL PLC | G51502105 | 86,144 | $9.5M | 3.36% |
| 13 | ITT INC | ITT | 52,477 | $9.4M | 3.33% |
| 14 | LENNOX INTL INC | 526107107 | 15,487 | $8.2M | 2.91% |
| 15 | APPLIED INDL TECHNOLOGIES IN | 03820C105 | 31,153 | $8.1M | 2.89% |
| 16 | TEXAS INSTRS INC | 882508104 | 38,286 | $7.0M | 2.50% |
| 17 | ILLINOIS TOOL WKS INC | 452308109 | 26,733 | $7.0M | 2.47% |
| 18 | GRAPHIC PACKAGING HLDG CO | GPK | 355,874 | $7.0M | 2.47% |
| 19 | SNAP ON INC | SNA | 19,607 | $6.8M | 2.41% |
| 20 | UNITED RENTALS INC | URI | 6,209 | $5.9M | 2.10% |
| 21 | AXALTA COATING SYS LTD | AXTA | 194,060 | $5.6M | 1.97% |
| 22 | SENSATA TECHNOLOGIES HLDG PL | ST | 166,854 | $5.1M | 1.81% |
| 23 | SMITH A O CORP | AOS | 67,575 | $5.0M | 1.76% |
| 24 | AIR PRODS & CHEMS INC | AIIR | 16,283 | $4.4M | 1.58% |
| 25 | BUILDERS FIRSTSOURCE INC | BLDR | 35,775 | $4.3M | 1.54% |
| 26 | HUNTSMAN CORP | HUN | 463,137 | $4.2M | 1.48% |
| 27 | GRACO INC | GGG | 47,567 | $4.0M | 1.43% |
| 28 | EMCOR GROUP INC | EME | 5,521 | $3.6M | 1.27% |
| 29 | SHERWIN WILLIAMS CO | SHW | 9,175 | $3.2M | 1.13% |
| 30 | RPM INTL INC | 749685103 | 21,811 | $2.6M | 0.91% |
| 31 | CUMMINS INC | CMI | 6,062 | $2.6M | 0.91% |
| 32 | REGAL REXNORD CORPORATION | RRX | 17,709 | $2.5M | 0.90% |
| 33 | ACUITY INC | AYI | 5,898 | $2.0M | 0.72% |
| 34 | HUBBELL INC | HUBB | 4,588 | $2.0M | 0.70% |
| 35 | MASCO CORP | MAS | 24,923 | $1.8M | 0.62% |
| 36 | HOME DEPOT INC | HD | 3,594 | $1.5M | 0.52% |
| 37 | PACCAR INC | PCAR | 13,555 | $1.3M | 0.47% |
| 38 | ROCKWELL AUTOMATION INC | ROK | 3,252 | $1.1M | 0.40% |
| 39 | CROWN HLDGS INC | CCK | 8,648 | $835,310 | 0.30% |
| 40 | RBC BEARINGS INC | RBC | 1,818 | $709,547 | 0.25% |
| 41 | PROCTER AND GAMBLE CO | 742718109 | 4,209 | $646,713 | 0.23% |
| 42 | GENERAC HLDGS INC | GNRC | 3,607 | $603,812 | 0.21% |
| 43 | BALL CORP | BALL | 3,603 | $181,663 | 0.06% |
| 44 | CARRIER GLOBAL CORPORATION | CARR | 1,754 | $104,714 | 0.04% |