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Regents Gate Capital LLP

CIK:0002020935
Hedge Fund
$783M AUM
39 holdings
London, United Kingdom
Founded:2011
5 employees
Latest filing:Jun 30, 2025

Regents Gate Capital LLP is a London-based hedge fund and SEC-registered investment adviser. Founded in 2011, the firm manages assets for pooled investment vehicles and institutional clients. It manages approximately $783 million in assets as of 2025 and is staffed by a small team of investment professionals, most of whom are focused on portfolio management. The firm's clients are exclusively pooled investment vehicles, with no high-net-worth individuals or retail clients among its accounts.

Investment Strategy

Regents Gate Capital LLP primarily manages pooled investment vehicles, focusing on long and short equity strategies with a diversified, fundamentally driven approach. The firm builds concentrated positions across a variety of US and international equities, targeting underappreciated opportunities among large and mid-cap companies. Their investment philosophy emphasizes deep research, active portfolio management, and risk discipline, seeking to generate strong absolute and risk-adjusted returns for institutional clients.

Latest 13F Filing Activity

Regents Gate Capital LLP filed their most recent 13F report on Jun 30, 2025 disclosing 37 equity positions with a total 13F market value of $283M. The fund increased holdings in Amazon Com Inc., Fastenal Co., Martin Marietta Matls Inc. among other positions. Regents Gate Capital LLP reduced exposure to Citigroup Inc., Trane Technologies PLC, Itt Inc. among others.

Top Buys
A
AMZNAMAZON COM INC
+$41.6M
F
FASTFASTENAL CO
+$12.2M
M
MLMMARTIN MARIETTA MATLS INC
+$12.2M
P
PHPARKER-HANNIFIN CORP
+$12.1M
L
LOWLOWES COS INC
+$12.1M
Top Sells
C
CCITIGROUP INC
-$26.3M
T
TTTRANE TECHNOLOGIES PLC
-$10.3M
I
ITTITT INC
-$10.2M
U
URIUNITED RENTALS INC
-$10.2M
A
AVYAVERY DENNISON CORP
-$9.0M

Top Holdings

A
AMZNAMAZON COM INC
+14.7%$41.6M
C
CMICUMMINS INC
+4.3%$12.3M
F
FASTFASTENAL CO
+4.3%$12.2M
M
MLMMARTIN MARIETTA MATLS INC
+4.3%$12.2M
P
PHPARKER-HANNIFIN CORP
+4.3%$12.1M

Equity Positions (37)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
AMAZON COM INC14.70%$41.6M189,680$219.39$219.39+$41.6M
CUMMINS INC4.33%$12.3M37,410$316.00$327.50+$2.7M
FASTENAL CO4.31%$12.2M290,411$42.00$42.00+$12.2M
MARTIN MARIETTA MATLS INC4.29%$12.2M22,134$548.96$548.96+$12.2M
PARKER-HANNIFIN CORP4.29%$12.1M17,394$698.47$698.47+$12.1M

Industry Allocation

RETAIL-CATALOG & MAIL-ORDER HOUSES
+14.8%
PUMPS & PUMPING EQUIPMENT
+8.9%
PAINTS, VARNISHES, LACQUERS, ENAMELS & ALLIED PRODS
+6.7%
AIR-COND & WARM AIR HEATG EQUIP & COMM & INDL REFRIG EQUIP
+6.3%
ELECTRONIC CONNECTORS
+4.3%