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Hedge Funds Similar to De Lisle Partners LLP

13F Portfolio OverlapQ1 2026De Lisle Partners LLP portfolio →
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Most similar hedge funds by 13F overlap

De Lisle Partners LLP is an institutional investor managing $836M across 174 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to De Lisle Partners LLP are Arosa, GeoSphere ,, Goehring & Rozencwajg Associates,, with shared positions in $ECG, $CCJ, $NXT, $DNN, $NXE, $GLNG. The full ranking of 25 similar funds is below.

#1Arosa Capital Management LPActive
Notable overlap · 3 shared positions
$ECG$CCJ$NXT
$660M
68 positions
#2GeoSphere Capital Management, LLCActive
Notable overlap · 6 shared positions
$CCJ$DNN$NXE$GLNG$BORR$CF
$229M
42 positions
#3Goehring & Rozencwajg Associates, LLCActive
Notable overlap · 6 shared positions
$CCJ$NXE$VAL$DNN$BORR$FCX
$1.9B
43 positions
#4GARNET EQUITY CAPITAL HOLDINGS, INC.Smart money
Notable overlap · 3 shared positions
$CCJ$GLNG$NXE
$642M
22 positions
#5Old West Investment Management, LLCPassive
Some overlap · 5 shared positions
$CCJ$NXE$TDW$FCX$CF
$923M
123 positions
#6KETTLE HILL CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$RKT$GLNG$TOL
$399M
45 positions
#7BOWEN HANES & CO INCActive
Some overlap · 5 shared positions
$CCJ$HWKN$FN$SOLS$DE
$4.1B
151 positions
#8Drummond Knight Asset Management Pty LtdActive
Some overlap · 3 shared positions
$CCJ$NXE$FCX
$283M
14 positions
#9KINGDON CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 4 shared positions
$ECG$NXE$AIR$GTX
$911M
67 positions
#10Hudson Value Partners, LLCPassive
Some overlap · 4 shared positions
$ECG$AMTM$DE$BLDR
$335M
101 positions
#11Lloyd Harbor Capital Management, LLCActive
Some overlap · 4 shared positions
$CCJ$DNN$NXE$SOLS
$245M
26 positions
#12One Fin Capital Management LPActive
Some overlap · 4 shared positions
$RKT$NXT$SOLS$AMRZ
$280M
20 positions
#13Azarias Capital Management, L.P.Active
Some overlap · 3 shared positions
$CCJ$DNN$NXE
$223M
24 positions
#14Long Focus Capital Management, LLCActive
Some overlap · 3 shared positions
$GLNG$RKT$BLDR
$3.8B
97 positions
#15Kennondale Capital Management LLCPassive
Some overlap · 3 shared positions
$RKT$BBW$TDW
$139M
78 positions
#16CoreCommodity Management, LLCSmart money
Some overlap · 5 shared positions
$TDW$VAL$NXE$DE$CF
$538M
119 positions
#17BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 3 shared positions
$RKT$TOL$MHO
$2.1B
108 positions
#18ALPS ADVISORS INCActive
Some overlap · 4 shared positions
$CCJ$NXE$DNN$FCX
$21.3B
1,037 positions
#19WASATCH ADVISORS LPActive
Some overlap · 3 shared positions
$ECG$FN$UFPT
$15.1B
213 positions
#20BLUE JEAN FINANCIAL LLCPassive
Some overlap · 3 shared positions
$RKT$CCJ$DE
$121M
68 positions
#21MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.Passive
Some overlap · 4 shared positions
$CCJ$NXE$FCX$DE
$73.7B
3,122 positions
#22Marnell Management LLCActive
Some overlap · 4 shared positions
$TDW$VAL$GTX$BLDR
$288M
72 positions
#23Bayberry Capital Partners LPPassive
Some overlap · 3 shared positions
$GLNG$AIR$SOLS
$323M
30 positions
#24Slate Path Capital LPActive
Some overlap · 3 shared positions
$RKT$FCX$AMRZ
$6.7B
44 positions
#25Lodge Hill Capital, LLCActive
Some overlap · 3 shared positions
$RKT$BLDR$PATK
$518M
22 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.