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Regents Gate Capital LLP 13F holdings, Q2 2026

Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record

Regents Gate Capital LLP disclosed 37 US equity positions worth $75.1m in its Q2 2026 13F filing. The largest position was AMZN at 46.5% of the reported book, followed by APD and PH. Against the Q1 2026 filing, it opened 17 new positions, added to 0 and reduced 19 among the top 37 holdings.

← Q1 2026

What did Regents Gate Capital LLP own in Q2 2026? Top 37 positions

#StockSectorWeightValueSharesΔ sharesvs Q1 2026
1 AMZN AMAZON COM INC Consumer Cyclical 46.5%$35.0m146,695 0% held
2 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2.8%$2.1m7,061 new
3 PH PARKER-HANNIFIN CORP Industrials 2.7%$2.0m2,042 -93% reduced
4 FAST FASTENAL CO Industrials 2.7%$2.0m41,526 new
5 ITW ILLINOIS TOOL WKS INC Industrials 2.6%$2.0m7,359 -92% reduced
6 SHW SHERWIN WILLIAMS CO Basic Materials 2.6%$2.0m5,717 -55% reduced
7 PCAR PACCAR INC Industrials 2.6%$2.0m16,247 new
8 CRH CRH PLC Basic Materials 2.6%$1.9m18,080 -73% reduced
9 OTIS OTIS WORLDWIDE CORP Industrials 2.6%$1.9m26,993 -85% reduced
10 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2.4%$1.8m18,857 new
11 RBC RBC BEARINGS INC Industrials 2.4%$1.8m2,829 -92% reduced
12 ALLE ALLEGION PLC Industrials 2.3%$1.7m12,378 -93% reduced
13 ETN EATON CORP PLC Industrials 2.0%$1.5m3,536 -93% reduced
14 JCI JOHNSON CONTROLS INTERNATION Industrials 2.0%$1.5m10,277 new
15 NVT NVENT ELEC PLC Industrials 2.0%$1.5m8,838 new
16 TT TRANE TECHNOLOGIES PLC Industrials 2.0%$1.5m3,005 -91% reduced
17 BLDR BUILDERS FIRSTSOURCE INC Industrials 1.8%$1.4m15,507 new
18 WSO WATSCO INC Industrials 1.8%$1.4m3,278 new
19 SNA SNAP ON INC Industrials 1.7%$1.3m3,242 -95% reduced
20 AVY AVERY DENNISON CORP Consumer Cyclical 1.7%$1.3m7,997 new
21 AOS SMITH A O CORP Industrials 1.5%$1.1m18,225 -93% reduced
22 AGCO AGCO CORP Industrials 1.2%$931.0k7,778 new
23 AXALTA COATING SYS LTD 1.2%$904.0k26,416 new
24 APH AMPHENOL CORP NEW Technology 1.0%$730.5k4,143 -97% reduced
25 LECO LINCOLN ELEC HLDGS INC Industrials 0.9%$677.1k2,550 new
26 JBTM JBT MAREL CORPORATION Industrials 0.8%$607.0k4,186 -75% reduced
27 SENSATA TECHNOLOGIES HLDG PL 0.8%$580.4k12,157 -92% reduced
28 CMI CUMMINS INC Industrials 0.8%$577.7k810 -87% reduced
29 EME EMCOR GROUP INC Industrials 0.7%$557.7k672 new
30 LOW LOWES COS INC Consumer Cyclical 0.4%$334.5k1,517 new
31 SWK STANLEY BLACK & DECKER INC Industrials 0.2%$185.0k1,966 -97% reduced
32 BALL BALL CORP Consumer Cyclical 0.2%$122.0k1,955 new
33 KMT KENNAMETAL INC Industrials 0.2%$117.8k3,362 new
34 BCC BOISE CASCADE CO DEL Basic Materials 0.1%$74.0k953 new
35 VMC VULCAN MATLS CO Basic Materials 0.1%$56.1k190 -100% reduced
36 CAT CATERPILLAR INC Industrials 0.0%$16.0k15 -100% reduced
37 CCK CROWN HLDGS INC Consumer Cyclical 0.0%$3.6k32 -100% reduced

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.