13F HOLDINGS REPORT
Regents Gate Capital LLP
Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0002020935-26-000002
Total Value
$312.4M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 189,680 | $43.8M | 14.02% |
| 2 | 3M CO | MMM | 91,422 | $14.6M | 4.69% |
| 3 | EATON CORP PLC | ETN | 45,921 | $14.6M | 4.68% |
| 4 | LINDE PLC | LIN | 34,088 | $14.5M | 4.65% |
| 5 | IDEX CORP | 45167R104 | 81,521 | $14.5M | 4.64% |
| 6 | FASTENAL CO | FAST | 358,196 | $14.4M | 4.60% |
| 7 | AMPHENOL CORP NEW | 032095101 | 104,377 | $14.1M | 4.52% |
| 8 | VULCAN MATLS CO | 929160109 | 49,427 | $14.1M | 4.51% |
| 9 | SMITH A O CORP | AOS | 197,564 | $13.2M | 4.23% |
| 10 | UNITED RENTALS INC | URI | 15,602 | $12.6M | 4.04% |
| 11 | RPM INTL INC | 749685103 | 120,658 | $12.5M | 4.02% |
| 12 | HOME DEPOT INC | HD | 31,094 | $10.7M | 3.43% |
| 13 | TEXAS INSTRS INC | 882508104 | 54,424 | $9.4M | 3.02% |
| 14 | ITT INC | ITT | 53,666 | $9.3M | 2.98% |
| 15 | TIMKEN CO | TKR | 108,472 | $9.1M | 2.92% |
| 16 | EMCOR GROUP INC | EME | 14,232 | $8.7M | 2.79% |
| 17 | CNH INDL N V | N20944109 | 940,055 | $8.7M | 2.77% |
| 18 | SHERWIN WILLIAMS CO | SHW | 26,205 | $8.5M | 2.72% |
| 19 | PPG INDS INC | 693506107 | 79,190 | $8.1M | 2.60% |
| 20 | DEERE & CO | DE | 17,403 | $8.1M | 2.59% |
| 21 | AGCO CORP | AGCO | 68,006 | $7.1M | 2.27% |
| 22 | ALLEGION PLC | ALLE | 42,279 | $6.7M | 2.16% |
| 23 | JOHNSON CTLS INTL PLC | G51502105 | 50,391 | $6.0M | 1.93% |
| 24 | SENSATA TECHNOLOGIES HLDG PL | ST | 135,714 | $4.5M | 1.45% |
| 25 | EMERSON ELEC CO | EMR | 34,033 | $4.5M | 1.45% |
| 26 | JBT MAREL CORPORATION | JBTM | 20,609 | $3.1M | 0.99% |
| 27 | APPLIED INDL TECHNOLOGIES IN | 03820C105 | 11,633 | $3.0M | 0.96% |
| 28 | CROWN HLDGS INC | CCK | 27,898 | $2.9M | 0.92% |
| 29 | CHURCH & DWIGHT CO INC | CHD | 31,609 | $2.7M | 0.85% |
| 30 | GRAPHIC PACKAGING HLDG CO | GPK | 171,723 | $2.6M | 0.83% |
| 31 | WATSCO INC | WSO-B | 6,430 | $2.2M | 0.69% |
| 32 | LENNOX INTL INC | 526107107 | 3,001 | $1.5M | 0.47% |
| 33 | SNAP ON INC | SNA | 2,499 | $861,155 | 0.28% |
| 34 | REGAL REXNORD CORPORATION | RRX | 3,977 | $558,053 | 0.18% |
| 35 | BUILDERS FIRSTSOURCE INC | BLDR | 2,887 | $297,043 | 0.10% |
| 36 | PARKER-HANNIFIN CORP | PH | 126 | $110,749 | 0.04% |
| 37 | BOISE CASCADE CO DEL | BCC | 1,495 | $110,032 | 0.04% |