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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.

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)
A
AMZN
AMAZON COM INC14.70%$41.6M189,680$219.39$219.39+$41.6M
C
CMI
CUMMINS INC4.33%$12.3M37,410$316.00$327.50+$2.7M
F
FAST
FASTENAL CO4.31%$12.2M290,411$42.00$42.00+$12.2M
M
MLM
MARTIN MARIETTA MATLS INC4.29%$12.2M22,134$548.96$548.96+$12.2M
P
PH
PARKER-HANNIFIN CORP4.29%$12.1M17,394$698.47$698.47+$12.1M

Industry Allocation

RETAIL-CATALOG & MAIL-ORDER HOUSES
+14.7%
GENERAL INDUSTRIAL MACHINERY & EQUIPMENT
+8.5%
AIR-COND & WARM AIR HEATG EQUIP & COMM & INDL REFRIG EQUIP
+5.9%
PUMPS & PUMPING EQUIPMENT
+5.5%
PAPERBOARD CONTAINERS & BOXES
+5.5%