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Portfolio (Quarterly) Guide ↗

Regents Gate Capital LLP

· CIK 0002020935
13F Portfolio $75M AUM 37 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 17 New 3 Added 17 Reduced 17 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PH PARKER-HANNIFIN CORP Industrials 2,042.0 $2.0M 2.66% +2K +1520.6% $978.12 +3.7%
2 BLDR BUILDERS FIRSTSOURCE INC Industrials 15,507.0 $1.4M 1.85% +13K +437.1% $89.48 -21.5%
3 SNA SNAP ON INC Industrials 3,242.0 $1.3M 1.74% +743.0 +29.7% $402.40 -2.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 48.8%
Industrials 39.9%
Basic Materials 7.0%
Consumer Defensive 2.5%
Technology 1.8%