De Lisle Partners LLP
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2011184
Institutional-grade research for retail investors
13F Reported Value
ⓘ$835.9M
Holdings
174
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
De Lisle Partners LLP disclosed 174 positions worth $835.9M in its Form 13F-HR for Q1 2026, led by $CCJ (CAMECO CORP) at 7.4% of the equity portfolio, followed by $ECG and $BBW. During the quarter the fund opened 18 new positions and exited 14 — including a new stake in $AMTM and a full exit from $AYI. The portfolio is most concentrated in Industrials (28.6% of disclosed assets). All figures are sourced directly from De Lisle Partners LLP’s Form 13F-HR filing with the SEC under CIK 2011184.
AI Fund Analysis
DiversifyingSector Allocation
IndustrialsMaterialsFinancialsConsumer DiscretionaryEnergyTechnology
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$62.0M570,883 sh - 67.0#484
Quality
$43.4M367,430 sh - 61.7#790
Quality
$28.7M765,938 sh - —
Quality
$19.4M1,363,100 sh - 62.2
Quality
$18.4M930,560 sh - —
Quality
$18.1M333,390 sh - 56.4
Quality
$15.5M507,977 sh - —
Quality
$15.2M391,651 sh - 66.6
Quality
$14.4M74,302 sh TechnipFMC PLC
—Quality
$13.4M194,094 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 CAMECO CORP$CCJ | — | $62.0M | 570,883 |
 Everus Construction Group, Inc.$ECG | 67.0#484 | $43.4M | 367,430 |
 BUILD-A-BEAR WORKSHOP INC$BBW | 61.7#790 | $28.7M | 765,938 |
 Rocket Companies, Inc.$RKT | — | $19.4M | 1,363,100 |
 Climb Global Solutions, Inc.$CLMB | 62.2 | $18.4M | 930,560 |
 GOLAR LNG LTD$GLNG | — | $18.1M | 333,390 |
 Pennant Group, Inc.$PNTG | 56.4 | $15.5M | 507,977 |
 FS Bancorp, Inc.$FSBW | — | $15.2M | 391,651 |
 UFP TECHNOLOGIES INC$UFPT | 66.6 | $14.4M | 74,302 |
| TechnipFMC PLC | — | $13.4M | 194,094 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of De Lisle Partners LLP's 174 positions.
Showing top 10 of 174 holdings.
Sector Allocation
Industrials
$239.2M
Materials
$155.0M
Financials
$125.9M
Consumer Discretionary
$78.3M
Energy
$65.8M
Technology
$65.5M
Healthcare
$45.3M
Other
$33.1M
Full Holdings — De Lisle Partners LLP (Q1 2026)
All 174 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $CCJ | CAMECO CORP | $62.0M | 7.4% | +22% | — |
| 2 | $ECG | Everus Construction Group, Inc. | $43.4M | 5.2% | +0% | 67 |
| 3 | $BBW | BUILD-A-BEAR WORKSHOP INC | $28.7M | 3.4% | +0% | 61.7 |
| 4 | $RKT | Rocket Companies, Inc. | $19.4M | 2.3% | +0% | — |
| 5 | $CLMB | Climb Global Solutions, Inc. | $18.4M | 2.2% | +277% | 62.2 |
| 6 | $GLNG | GOLAR LNG LTD | $18.1M | 2.2% | +24% | — |
| 7 | $PNTG | Pennant Group, Inc. | $15.5M | 1.9% | +3% | 56.4 |
| 8 | $FSBW | FS Bancorp, Inc. | $15.2M | 1.8% | +2% | — |
| 9 | $UFPT | UFP TECHNOLOGIES INC | $14.4M | 1.7% | +0% | 66.6 |
| 10 | — | TechnipFMC PLC | $13.4M | 1.6% | +0% | — |
| 11 |  $TOL | Toll Brothers, Inc. | $13.0M | 1.6% | +0% | 68.3 |
| 12 |  $FET | FORUM ENERGY TECHNOLOGIES, INC. | $12.9M | 1.5% | +1% | 44 |
| 13 |  $HWKN | HAWKINS INC | $12.6M | 1.5% | +0% | 57.5 |
| 14 |  $DNN | DENISON MINES CORP. | $11.3M | 1.4% | +2% | — |
| 15 |  $LCII | LCI INDUSTRIES | $11.2M | 1.3% | +0% | 62 |
| 16 |  $NXE | NexGen Energy Ltd. | $11.2M | 1.3% | -20% | — |
| 17 |  $NRIM | NORTHRIM BANCORP INC | $10.9M | 1.3% | +3% | 54.6 |
| 18 |  $CSV | CARRIAGE SERVICES INC | $10.8M | 1.3% | -0% | 59.7 |
| 19 |  $TDW | TIDEWATER INC | $10.6M | 1.3% | +2% | 64.6 |
| 20 |  $BORR | Borr Drilling Ltd | $10.4M | 1.3% | +0% | — |
| 21 |  $PLBC | PLUMAS BANCORP | $10.4M | 1.2% | +0% | — |
| 22 |  $AMTM | Amentum Holdings, Inc. | $9.9M | 1.2% | NEW | 55.6 |
| 23 |  $FN | Fabrinet | $9.8M | 1.2% | +19% | 72.4 |
| 24 |  $VMI | VALMONT INDUSTRIES INC | $9.1M | 1.1% | +0% | 60.1 |
| 25 |  $VAL | Valaris Ltd | $9.0M | 1.1% | +34% | — |
| 26 |  $MBC | MasterBrand, Inc. | $8.9M | 1.1% | -5% | 41.5 |
| 27 |  $NXT | Nextpower Inc. | $8.8M | 1.1% | +0% | 74.8 |
| 28 |  $AIR | AAR CORP | $8.6M | 1.0% | +24% | 65.3 |
| 29 |  $MHO | M/I HOMES, INC. | $8.1M | 1.0% | -11% | 58.3 |
| 30 |  $GTX | Garrett Motion Inc. | $7.7M | 0.9% | +2% | 59.6 |
| 31 | — | HINGHAM INSTITUT FOR SVG | $7.7M | 0.9% | +0% | — |
| 32 |  $SOLS | Solstice Advanced Materials Inc. | $7.5M | 0.9% | NEW | — |
| 33 |  $FRD | FRIEDMAN INDUSTRIES INC | $7.4M | 0.9% | +0% | 48.2 |
| 34 |  $FCX | FREEPORT-MCMORAN INC | $7.1M | 0.8% | +2% | 73.1 |
| 35 |  $GHM | GRAHAM CORP | $7.1M | 0.8% | +5% | 53.6 |
| 36 |  $DE | DEERE & CO | $7.0M | 0.8% | +0% | 57.4 |
| 37 |  $AMRZ | Amrize Ltd | $7.0M | 0.8% | +14% | — |
| 38 |  $BLDR | Builders FirstSource, Inc. | $7.0M | 0.8% | +0% | 48.4 |
| 39 |  $PATK | PATRICK INDUSTRIES INC | $6.9M | 0.8% | +0% | 56 |
| 40 |  $UAN | CVR PARTNERS, LP | $6.8M | 0.8% | -1% | 65.2 |
| 41 |  $KRT | Karat Packaging Inc. | $6.4M | 0.8% | +0% | 57.6 |
| 42 |  $CF | CF Industries Holdings, Inc. | $6.4M | 0.8% | +0% | 76.8 |
| 43 |  $FUNC | FIRST UNITED CORP/MD/ | $6.0M | 0.7% | +6% | 35.6 |
| 44 |  $GBX | GREENBRIER COMPANIES INC | $5.9M | 0.7% | -4% | 48.1 |
| 45 |  $INVX | Innovex International, Inc. | $5.7M | 0.7% | +3% | 62.4 |
| 46 |  $SANM | SANMINA CORP | $5.7M | 0.7% | +83% | 61 |
| 47 |  $FBIZ | FIRST BUSINESS FINANCIAL SERVICES, INC. | $5.3M | 0.6% | +2% | — |
| 48 |  $WGO | WINNEBAGO INDUSTRIES INC | $5.3M | 0.6% | +13% | 46.6 |
| 49 |  $ENSG | ENSIGN GROUP, INC | $5.3M | 0.6% | +4% | 68 |
| 50 |  $BLBD | Blue Bird Corp | $5.3M | 0.6% | +12% | 67.1 |
| 51 |  $THR | Thermon Group Holdings, Inc. | $5.3M | 0.6% | NEW | 58.1 |
| 52 |  $PFBC | Preferred Bank | $5.1M | 0.6% | +3% | — |
| 53 |  $TTAM | Titan America SA | $5.0M | 0.6% | +160% | — |
| 54 |  $J | JACOBS SOLUTIONS INC. | $4.9M | 0.6% | +22% | 47.7 |
| 55 | — | TOWNEBANK PORTSMOUTH VA | $4.9M | 0.6% | +88% | — |
| 56 |  $JOUT | JOHNSON OUTDOORS INC | $4.8M | 0.6% | +0% | 44 |
| 57 |  $WOR | WORTHINGTON ENTERPRISES, INC. | $4.6M | 0.6% | +0% | 54.6 |
| 58 |  $HZO | MARINEMAX INC | $4.6M | 0.6% | +0% | 36.5 |
| 59 |  $LNG | Cheniere Energy, Inc. | $4.5M | 0.5% | NEW | 48.4 |
| 60 |  $ORN | Orion Group Holdings Inc | $4.5M | 0.5% | +4% | 48.5 |
| 61 |  $IESC | IES Holdings, Inc. | $4.5M | 0.5% | +36% | 73.5 |
| 62 |  $AZZ | AZZ INC | $4.5M | 0.5% | +0% | 57.2 |
| 63 |  $VISN | Vistance Networks, Inc. | $4.4M | 0.5% | +9% | 43.9 |
| 64 |  $KINS | KINGSTONE COMPANIES, INC. | $4.4M | 0.5% | +0% | 67.5 |
| 65 |  $CUBB | Customers Bancorp, Inc. | $4.4M | 0.5% | +0% | — |
| 66 |  $NI | NISOURCE INC. | $4.2M | 0.5% | -10% | 61.7 |
| 67 |  $WS | Worthington Steel, Inc. | $3.9M | 0.5% | +163% | 55.7 |
| 68 |  $PAL | Proficient Auto Logistics, Inc | $3.9M | 0.5% | +4% | — |
| 69 |  $STRT | STRATTEC SECURITY CORP | $3.8M | 0.5% | +0% | 56.7 |
| 70 |  $MBWM | MERCANTILE BANK CORP | $3.8M | 0.5% | +0% | — |
| 71 |  $WFRD | Weatherford International plc | $3.8M | 0.5% | +3% | — |
| 72 |  $FXNC | FIRST NATIONAL CORP /VA/ | $3.7M | 0.5% | +0% | 59.1 |
| 73 |  $KMT | KENNAMETAL INC | $3.6M | 0.4% | NEW | 57.5 |
| 74 |  $ANDE | Andersons, Inc. | $3.5M | 0.4% | +11% | 39.7 |
| 75 |  $NBR | NABORS INDUSTRIES LTD | $3.5M | 0.4% | +44% | — |
| 76 |  $MOS | MOSAIC CO | $3.3M | 0.4% | +0% | 54.3 |
| 77 |  $SPXC | SPX Technologies, Inc. | $3.3M | 0.4% | NEW | 66 |
| 78 |  $AGO | ASSURED GUARANTY LTD | $3.2M | 0.4% | -20% | — |
| 79 |  $PAAS | PAN AMERICAN SILVER CORP | $3.2M | 0.4% | +0% | — |
| 80 |  $ESP | ESPEY MFG & ELECTRONICS CORP | $3.1M | 0.4% | +0% | 75 |
| 81 |  $GTES | Gates Industrial Corp plc | $3.1M | 0.4% | +0% | — |
| 82 |  $MBUU | MALIBU BOATS, INC. | $3.0M | 0.4% | +0% | 48.7 |
| 83 |  $MPB | MID PENN BANCORP INC | $3.0M | 0.4% | -5% | — |
| 84 |  $EWBC | EAST WEST BANCORP INC | $3.0M | 0.4% | +0% | — |
| 85 |  $MTRX | MATRIX SERVICE CO | $3.0M | 0.3% | +0% | 47.4 |
| 86 |  $ABCB | Ameris Bancorp | $2.9M | 0.3% | +0% | — |
| 87 |  $MOD | MODINE MANUFACTURING CO | $2.8M | 0.3% | -13% | 48.8 |
| 88 |  $MCFT | MasterCraft Boat Holdings, Inc. | $2.7M | 0.3% | NEW | 32.6 |
| 89 |  $MPX | MARINE PRODUCTS GROUP, LLC | $2.6M | 0.3% | +0% | 35.8 |
| 90 |  $ACNT | ASCENT INDUSTRIES CO. | $2.6M | 0.3% | +0% | 29.5 |
| 91 |  $BXC | BlueLinx Holdings Inc. | $2.6M | 0.3% | +0% | 36.8 |
| 92 |  $TSBK | TIMBERLAND BANCORP INC | $2.6M | 0.3% | +3% | — |
| 93 |  $TALO | TALOS ENERGY INC. | $2.5M | 0.3% | NEW | 49.2 |
| 94 |  $TAYD | TAYLOR DEVICES, INC. | $2.5M | 0.3% | +2% | 61.6 |
| 95 |  $NTR | Nutrien Ltd. | $2.4M | 0.3% | +0% | — |
| 96 |  $MCBS | MetroCity Bankshares, Inc. | $2.4M | 0.3% | +0% | — |
| 97 |  $FSM | FORTUNA MINING CORP. | $2.3M | 0.3% | +1% | — |
| 98 |  $GENC | GENCOR INDUSTRIES INC | $2.3M | 0.3% | +0% | 53.1 |
| 99 |  $CBNK | Capital Bancorp Inc | $2.3M | 0.3% | +0% | — |
| 100 |  $TLN | Talen Energy Corp | $2.2M | 0.3% | +0% | 66.5 |
| 101 |  $VITL | Vital Farms, Inc. | $2.2M | 0.3% | +0% | 50.2 |
| 102 |  $PBF | PBF Energy Inc. | $2.1M | 0.3% | +22% | 42.1 |
| 103 |  $AR | ANTERO RESOURCES Corp | $2.1M | 0.3% | +25% | 80.1 |
| 104 |  $SBSW | Sibanye Stillwater Ltd | $2.1M | 0.3% | NEW | — |
| 105 |  $GNRC | GENERAC HOLDINGS INC. | $2.0M | 0.2% | +0% | 58.2 |
| 106 |  $OZK | Bank OZK | $1.9M | 0.2% | -22% | — |
| 107 |  $NE | Noble Corp plc | $1.9M | 0.2% | +34% | — |
| 108 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $1.9M | 0.2% | +25% | 54.8 |
| 109 |  $KEQU | KEWAUNEE SCIENTIFIC CORP /DE/ | $1.8M | 0.2% | +0% | 51.4 |
| 110 |  $GEOS | GEOSPACE TECHNOLOGIES CORP | $1.8M | 0.2% | +0% | 14.3 |
| 111 |  $REZI | RESIDEO TECHNOLOGIES, INC. | $1.7M | 0.2% | +0% | 40.1 |
| 112 |  $MFIN | MEDALLION FINANCIAL CORP | $1.7M | 0.2% | +10% | — |
| 113 |  $AMPY | Amplify Energy Corp. | $1.7M | 0.2% | NEW | 38.4 |
| 114 |  $WLDN | Willdan Group, Inc. | $1.6M | 0.2% | NEW | 61.5 |
| 115 |  $SDRL | SEADRILL Ltd | $1.6M | 0.2% | NEW | — |
| 116 |  $STNG | Scorpio Tankers Inc. | $1.5M | 0.2% | +0% | — |
| 117 |  $HBCP | HOME BANCORP, INC. | $1.4M | 0.2% | +0% | — |
| 118 |  $THO | THOR INDUSTRIES INC | $1.4M | 0.2% | +0% | 52.7 |
| 119 |  $LARK | LANDMARK BANCORP INC | $1.4M | 0.2% | +10% | — |
| 120 |  $BTG | B2GOLD CORP | $1.4M | 0.2% | +0% | — |
| 121 |  $DFH | Dream Finders Homes, Inc. | $1.3M | 0.2% | -45% | 50.9 |
| 122 |  $PSIX | POWER SOLUTIONS INTERNATIONAL, INC. | $1.3M | 0.1% | +0% | 75 |
| 123 |  $CZFS | CITIZENS FINANCIAL SERVICES INC | $1.3M | 0.1% | +14% | 60.1 |
| 124 |  $FLNG | Flex LNG Ltd. | $1.2M | 0.1% | +0% | — |
| 125 |  $HAFC | HANMI FINANCIAL CORP | $1.2M | 0.1% | -29% | 59.8 |
| 126 |  $FLG | FLAGSTAR BANK, NATIONAL ASSOCIATION | $1.2M | 0.1% | +27% | — |
| 127 |  $CBFV | CB Financial Services, Inc. | $1.2M | 0.1% | -1% | — |
| 128 |  $VABK | Virginia National Bankshares Corp | $1.2M | 0.1% | +0% | — |
| 129 |  $CFBK | CF BANKSHARES INC. | $1.2M | 0.1% | +0% | — |
| 130 |  $CTRE | CareTrust REIT, Inc. | $1.1M | 0.1% | +0% | 73.4 |
| 131 |  $GAU | Galiano Gold Inc. | $1.1M | 0.1% | -18% | — |
| 132 |  $MSFT | MICROSOFT CORP | $1.1M | 0.1% | +0% | 83.7 |
| 133 |  $ESCA | ESCALADE INC | $1.1M | 0.1% | -18% | 49.6 |
| 134 |  $ACM | AECOM | $1.1M | 0.1% | -50% | 58.2 |
| 135 |  $BHB | BAR HARBOR BANKSHARES | $1.1M | 0.1% | +0% | — |
| 136 |  $REI | RING ENERGY, INC. | $1.1M | 0.1% | +29% | 32.2 |
| 137 |  $EPSN | Epsilon Energy Ltd. | $1.0M | 0.1% | +0% | — |
| 138 |  $CRWS | CROWN CRAFTS INC | $1.0M | 0.1% | +0% | 39 |
| 139 |  $EML | EASTERN CO | $966,958 | 0.1% | +0% | 44.5 |
| 140 |  $LWAY | Lifeway Foods, Inc. | $963,632 | 0.1% | -7% | 60.2 |
| 141 |  $WHG | WESTWOOD HOLDINGS GROUP INC | $955,865 | 0.1% | -1% | 56.3 |
| 142 |  $CBAN | COLONY BANKCORP INC | $929,723 | 0.1% | +0% | — |
| 143 |  $MMLP | MARTIN MIDSTREAM PARTNERS L.P. | $900,640 | 0.1% | +0% | 31.9 |
| 144 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $891,260 | 0.1% | +0% | 68.8 |
| 145 |  $DEC | Diversified Energy Co | $881,662 | 0.1% | NEW | — |
| 146 |  $FSTR | FOSTER L B CO | $847,879 | 0.1% | +0% | 35.2 |
| 147 |  $PEBK | PEOPLES BANCORP OF NORTH CAROLINA INC | $840,413 | 0.1% | +0% | — |
| 148 |  $AMZN | AMAZON COM INC | $833,080 | 0.1% | +0% | 74.6 |
| 149 |  $MS | MORGAN STANLEY | $822,850 | 0.1% | +0% | — |
| 150 |  $VG | Venture Global, Inc. | $787,750 | 0.1% | NEW | 69 |
| 151 |  $MUSA | Murphy USA Inc. | $740,955 | 0.1% | -85% | 53.2 |
| 152 |  $SFST | SOUTHERN FIRST BANCSHARES INC | $686,155 | 0.1% | +0% | 61.8 |
| 153 |  $NNBR | NN INC | $671,646 | 0.1% | +14% | 25.8 |
| 154 |  $CPF | CENTRAL PACIFIC FINANCIAL CORP | $661,580 | 0.1% | +17% | 60.9 |
| 155 |  $TEN | TSAKOS ENERGY NAVIGATION LTD | $644,943 | 0.1% | +0% | — |
| 156 |  $SGI | SOMNIGROUP INTERNATIONAL INC. | $591,360 | 0.1% | +0% | 64.6 |
| 157 |  $GABC | GERMAN AMERICAN BANCORP, INC. | $589,534 | 0.1% | +0% | 43.2 |
| 158 |  $WTBA | WEST BANCORPORATION INC | $575,988 | 0.1% | +0% | — |
| 159 |  $GOOG | Alphabet Inc. | $575,120 | 0.1% | NEW | 80.2 |
| 160 |  $PNFP | Pinnacle Financial Partners, Inc. | $505,986 | 0.1% | +0% | — |
| 161 |  $MTRN | MATERION Corp | $448,431 | 0.1% | NEW | 53.4 |
| 162 |  $BW | Babcock & Wilcox Enterprises, Inc. | $440,700 | 0.1% | NEW | 40 |
| 163 |  $BC | BRUNSWICK CORP | $400,180 | 0.1% | +0% | 39.4 |
| 164 |  $NVR | NVR INC | $329,492 | 0.0% | +0% | 62.3 |
| 165 |  $FBNC | FIRST BANCORP /NC/ | $326,210 | 0.0% | +0% | 37.3 |
| 166 |  $MTW | MANITOWOC CO INC | $291,250 | 0.0% | +67% | 39.4 |
| 167 |  $MPLX | MPLX LP | $285,375 | 0.0% | +0% | 76.5 |
| 168 |  $COLB | COLUMBIA BANKING SYSTEM, INC. | $280,413 | 0.0% | +0% | 33 |
| 169 |  $NWFL | NORWOOD FINANCIAL CORP | $259,308 | 0.0% | NEW | 62 |
| 170 |  $ALTG | ALTA EQUIPMENT GROUP INC. | $211,338 | 0.0% | -34% | 34.6 |
| 171 |  $BBDC | Barings BDC, Inc. | $125,960 | 0.0% | +0% | — |
| 172 |  $SGC | SUPERIOR GROUP OF COMPANIES, INC. | $120,945 | 0.0% | -30% | 38.5 |
| 173 |  $NEPH | NEPHROS INC | $74,500 | 0.0% | +0% | — |
| 174 |  $JCTC | JEWETT CAMERON TRADING CO LTD | $44,910 | 0.0% | +0% | 22 |
New Positions (18)
$AMTM Amentum Holdings, Inc.$9.9M$SOLS Solstice Advanced Materials Inc.$7.5M$THR Thermon Group Holdings, Inc.$5.3M$LNG Cheniere Energy, Inc.$4.5M$KMT KENNAMETAL INC$3.6M$SPXC SPX Technologies, Inc.$3.3M$MCFT MasterCraft Boat Holdings, Inc.$2.7M$TALO TALOS ENERGY INC.$2.5M$SBSW Sibanye Stillwater Ltd$2.1M$AMPY Amplify Energy Corp.$1.7M$WLDN Willdan Group, Inc.$1.6M$SDRL SEADRILL Ltd$1.6M$DEC Diversified Energy Co$881,662$VG Venture Global, Inc.$787,750$GOOG Alphabet Inc.$575,120Exited Positions (14)
$AYI ACUITY INC. (DE)
$GPI GROUP 1 AUTOMOTIVE INC
$ULTA Ulta Beauty, Inc.
$HAYW Hayward Holdings, Inc. Gulf Island Fabrication Inc
$NFLX NETFLIX INC
$UEC URANIUM ENERGY CORP
$OFG OFG BANCORP
$DOO BRP Inc.
$XPEL XPEL, Inc.
$DELL Dell Technologies Inc.
$STRL STERLING INFRASTRUCTURE, INC.
$VVX V2X, Inc.
$ONEW OneWater Marine Inc.Browse Top Institutional Investors
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