De Lisle Partners LLP
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2011184
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$916.2M
Holdings
178
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
De Lisle Partners LLP disclosed 178 positions worth $916.2M in its Form 13F-HR for Q2 2026, led by $ECG (Everus Construction Group, Inc.) at 6.5% of the equity portfolio, followed by $CCJ and $BBW. During the quarter the fund opened 18 new positions and exited 14 — including a new stake in $FLEX. The portfolio is most concentrated in Industrials (30.6% 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
StableSector Allocation
IndustrialsMaterialsFinancialsTechnologyEnergyConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 66.3#425
Quality
$59.9M361,159 sh - —
Quality
$58.1M570,883 sh - 46.2#1,843
Quality
$23.5M765,938 sh - 74.2
Quality
$21.5M1,363,100 sh - 61.6
Quality
$20.6M887,135 sh - 63.1
Quality
$19.7M74,302 sh - 62.6
Quality
$18.8M507,977 sh - 44.9
Quality
$17.0M391,651 sh - —
Quality
$16.6M333,390 sh - 58.1
Quality
$15.7M95,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Everus Construction Group, Inc.$ECG | 66.3#425 | $59.9M | 361,159 |
 CAMECO CORP$CCJ | — | $58.1M | 570,883 |
 BUILD-A-BEAR WORKSHOP INC$BBW | 46.2#1,843 | $23.5M | 765,938 |
 Rocket Companies, Inc.$RKT | 74.2 | $21.5M | 1,363,100 |
 Climb Global Solutions, Inc.$CLMB | 61.6 | $20.6M | 887,135 |
 UFP TECHNOLOGIES INC$UFPT | 63.1 | $19.7M | 74,302 |
 Pennant Group, Inc.$PNTG | 62.6 | $18.8M | 507,977 |
 FS Bancorp, Inc.$FSBW | 44.9 | $17.0M | 391,651 |
 GOLAR LNG LTD$GLNG | — | $16.6M | 333,390 |
 Toll Brothers, Inc.$TOL | 58.1 | $15.7M | 95,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of De Lisle Partners LLP's 178 positions.
Showing top 10 of 178 holdings.
Sector Allocation
Industrials
$279.9M
Materials
$156.4M
Financials
$145.6M
Technology
$96.7M
Energy
$70.0M
Consumer Discretionary
$64.2M
Healthcare
$55.5M
Other
$19.8M
Full Holdings — De Lisle Partners LLP (Q2 2026)
All 178 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 | $ECG | Everus Construction Group, Inc. | $59.9M | 6.5% | -2% | 66.3 |
| 2 | $CCJ | CAMECO CORP | $58.1M | 6.3% | +0% | — |
| 3 | $BBW | BUILD-A-BEAR WORKSHOP INC | $23.5M | 2.6% | +0% | 46.2 |
| 4 | $RKT | Rocket Companies, Inc. | $21.5M | 2.4% | +0% | 74.2 |
| 5 | $CLMB | Climb Global Solutions, Inc. | $20.6M | 2.2% | -5% | 61.6 |
| 6 | $UFPT | UFP TECHNOLOGIES INC | $19.7M | 2.1% | +0% | 63.1 |
| 7 | $PNTG | Pennant Group, Inc. | $18.8M | 2.0% | +0% | 62.6 |
| 8 | $FSBW | FS Bancorp, Inc. | $17.0M | 1.9% | +0% | 44.9 |
| 9 | $GLNG | GOLAR LNG LTD | $16.6M | 1.8% | +0% | — |
| 10 | $TOL | Toll Brothers, Inc. | $15.7M | 1.7% | +0% | 58.1 |
| 11 |  $GTX | Garrett Motion Inc. | $15.4M | 1.7% | +0% | 56.8 |
| 12 |  $PLBC | PLUMAS BANCORP | $13.3M | 1.4% | +7% | 62.6 |
| 13 |  $FLEX | FLEX LTD. | $13.3M | 1.4% | NEW | — |
| 14 |  $NRIM | NORTHRIM BANCORP INC | $13.2M | 1.4% | +0% | 66.5 |
| 15 |  $VMI | VALMONT INDUSTRIES INC | $13.2M | 1.4% | +0% | 60.7 |
| 16 |  $FRD | FRIEDMAN INDUSTRIES INC | $12.9M | 1.4% | -4% | 55 |
| 17 |  $SANM | SANMINA CORP | $12.9M | 1.4% | +16% | 64.2 |
| 18 |  $FTI | TechnipFMC plc | $12.9M | 1.4% | NEW | — |
| 19 |  $HWKN | HAWKINS INC | $11.7M | 1.3% | +0% | 55.6 |
| 20 |  $FET | FORUM ENERGY TECHNOLOGIES, INC. | $11.4M | 1.2% | +3% | 51 |
| 21 |  $GHM | GRAHAM CORP | $11.1M | 1.2% | +0% | 50 |
| 22 |  $FN | Fabrinet | $10.9M | 1.2% | +3% | 62.8 |
| 23 |  $AIR | AAR CORP | $10.4M | 1.1% | -7% | 60.8 |
| 24 |  $LCII | LCI INDUSTRIES | $10.1M | 1.1% | +4% | 53.1 |
| 25 |  $SOLS | Solstice Advanced Materials Inc. | $9.8M | 1.1% | +13% | 61.6 |
| 26 |  $DNN | DENISON MINES CORP. | $9.8M | 1.1% | +0% | — |
| 27 |  $MBC | MasterBrand, Inc. | $9.8M | 1.1% | -11% | 38.7 |
| 28 |  $NXT | Nextpower Inc. | $9.3M | 1.0% | +7% | 69.1 |
| 29 |  $CSV | CARRIAGE SERVICES INC | $9.2M | 1.0% | +1% | 49.4 |
| 30 |  $NXE | NexGen Energy Ltd. | $9.0M | 1.0% | +0% | — |
| 31 |  $TDW | TIDEWATER INC | $8.4M | 0.9% | +0% | 64.3 |
| 32 | — | Hingham Institution For Saving - COM | $8.2M | 0.9% | +0% | — |
| 33 |  $DE | DEERE & CO | $7.9M | 0.9% | +0% | 55.4 |
| 34 |  $BORR | Borr Drilling Ltd | $7.8M | 0.8% | +4% | — |
| 35 |  $AMTM | Amentum Holdings, Inc. | $7.7M | 0.8% | -1% | 64 |
| 36 |  $CECO | CECO ENVIRONMENTAL CORP | $7.4M | 0.8% | NEW | 24.6 |
| 37 |  $KRT | Karat Packaging Inc. | $7.3M | 0.8% | -5% | 60 |
| 38 |  $BLBD | Blue Bird Corp | $7.3M | 0.8% | +0% | 63.3 |
| 39 |  $FUNC | FIRST UNITED CORP/MD/ | $7.3M | 0.8% | +0% | 52.5 |
| 40 |  $FCX | FREEPORT-MCMORAN INC | $7.2M | 0.8% | -5% | 62 |
| 41 |  $ORN | Orion Group Holdings Inc | $7.1M | 0.8% | +1% | 52.3 |
| 42 |  $AMRZ | Amrize Ltd | $7.0M | 0.8% | +5% | — |
| 43 |  $VAL | Valaris Ltd | $6.6M | 0.7% | +0% | — |
| 44 |  $TTAM | Titan America SA | $6.3M | 0.7% | +0% | — |
| 45 |  $FBIZ | FIRST BUSINESS FINANCIAL SERVICES, INC. | $6.3M | 0.7% | +0% | 55.5 |
| 46 |  $HZO | MARINEMAX INC | $6.2M | 0.7% | +0% | 42.4 |
| 47 |  $UAN | CVR PARTNERS, LP | $6.1M | 0.7% | +1% | 63.1 |
| 48 |  $INVX | Innovex International, Inc. | $6.0M | 0.7% | +3% | 63.2 |
| 49 |  $PFBC | Preferred Bank | $6.0M | 0.7% | +0% | — |
| 50 |  $IESC | IES Holdings, Inc. | $5.9M | 0.7% | -15% | 68.3 |
| 51 |  $KINS | KINGSTONE COMPANIES, INC. | $5.8M | 0.6% | +0% | 67.7 |
| 52 |  $MOD | MODINE MANUFACTURING CO | $5.6M | 0.6% | +62% | 56.3 |
| 53 |  $MCFT | MasterCraft Boat Holdings, Inc. | $5.6M | 0.6% | +67% | 45.6 |
| 54 |  $PATK | PATRICK INDUSTRIES INC | $5.6M | 0.6% | +0% | 51.4 |
| 55 |  $WGO | WINNEBAGO INDUSTRIES INC | $5.4M | 0.6% | +0% | 46.8 |
| 56 |  $CF | CF Industries Holdings, Inc. | $5.3M | 0.6% | +0% | 77.4 |
| 57 | — | Towne Bank - COM | $5.2M | 0.6% | +0% | — |
| 58 |  $NI | NISOURCE INC. | $5.2M | 0.6% | +22% | 62.6 |
| 59 |  $BDC | BELDEN INC. | $5.2M | 0.6% | NEW | 62.1 |
| 60 |  $AZZ | AZZ INC | $5.1M | 0.6% | -8% | 58.4 |
| 61 |  $GNRC | GENERAC HOLDINGS INC. | $5.0M | 0.5% | +70% | 54.4 |
| 62 |  $GBX | GREENBRIER COMPANIES INC | $4.9M | 0.5% | -11% | 38 |
| 63 |  $WOR | WORTHINGTON ENTERPRISES, INC. | $4.7M | 0.5% | +0% | 55.9 |
| 64 |  $JOUT | JOHNSON OUTDOORS INC | $4.7M | 0.5% | +0% | 50.7 |
| 65 |  $CUBB | Customers Bancorp, Inc. | $4.7M | 0.5% | -6% | — |
| 66 |  $J | JACOBS SOLUTIONS INC. | $4.6M | 0.5% | -5% | 64.3 |
| 67 |  $MBWM | MERCANTILE BANK CORP | $4.3M | 0.5% | +0% | 54.6 |
| 68 |  $WS | Worthington Steel, Inc. | $4.3M | 0.5% | +0% | 45.1 |
| 69 |  $LNG | Cheniere Energy, Inc. | $4.3M | 0.5% | +13% | 66.5 |
| 70 |  $ENSG | ENSIGN GROUP, INC | $4.2M | 0.5% | +0% | 67.9 |
| 71 |  $KMT | KENNAMETAL INC | $4.2M | 0.5% | +20% | 55.7 |
| 72 |  $FXNC | FIRST NATIONAL CORP /VA/ | $4.2M | 0.5% | +0% | 58.2 |
| 73 |  $SPXC | SPX Technologies, Inc. | $3.9M | 0.4% | -3% | 69.2 |
| 74 |  $PAL | Proficient Auto Logistics, Inc | $3.9M | 0.4% | +0% | — |
| 75 |  $ESP | ESPEY MFG & ELECTRONICS CORP | $3.8M | 0.4% | +0% | 58.2 |
| 76 |  $SEDG | SOLAREDGE TECHNOLOGIES, INC. | $3.7M | 0.4% | NEW | 30.9 |
| 77 |  $EWBC | EAST WEST BANCORP INC | $3.6M | 0.4% | +0% | 65.6 |
| 78 |  $MTRX | MATRIX SERVICE CO | $3.5M | 0.4% | +0% | 49.3 |
| 79 |  $ENS | EnerSys | $3.5M | 0.4% | NEW | 63.6 |
| 80 |  $STRT | STRATTEC SECURITY CORP | $3.5M | 0.4% | -12% | 52.9 |
| 81 |  $NBR | NABORS INDUSTRIES LTD | $3.4M | 0.4% | +0% | — |
| 82 |  $ANDE | Andersons, Inc. | $3.4M | 0.4% | +0% | 48.7 |
| 83 |  $ABCB | Ameris Bancorp | $3.3M | 0.4% | +0% | 59.8 |
| 84 |  $GTES | Gates Industrial Corp Ltd. | $3.3M | 0.4% | -15% | — |
| 85 |  $MPB | MID PENN BANCORP INC | $3.2M | 0.3% | +0% | 63.4 |
| 86 |  $WFRD | Weatherford International plc | $3.2M | 0.3% | +0% | — |
| 87 |  $MBUU | MALIBU BOATS, INC. | $3.2M | 0.3% | +0% | 45.3 |
| 88 |  $AGO | ASSURED GUARANTY LTD | $3.2M | 0.3% | +0% | — |
| 89 |  $ICHR | ICHOR HOLDINGS, LTD. | $3.1M | 0.3% | NEW | — |
| 90 |  $MCBS | MetroCity Bankshares, Inc. | $3.0M | 0.3% | +0% | 63.7 |
| 91 |  $ACNT | ASCENT INDUSTRIES CO. | $3.0M | 0.3% | +0% | 17 |
| 92 |  $TSBK | TIMBERLAND BANCORP INC | $2.9M | 0.3% | +0% | 54.1 |
| 93 |  $MOS | MOSAIC CO | $2.8M | 0.3% | +0% | 39.2 |
| 94 |  $TAYD | TAYLOR DEVICES, INC. | $2.7M | 0.3% | +5% | 46.8 |
| 95 |  $CBNK | Capital Bancorp Inc | $2.7M | 0.3% | +0% | 63.7 |
| 96 |  $PAAS | PAN AMERICAN SILVER CORP | $2.6M | 0.3% | +0% | — |
| 97 |  $TLN | Talen Energy Corp | $2.3M | 0.3% | -15% | 57.2 |
| 98 |  $GENC | GENCOR INDUSTRIES INC | $2.3M | 0.3% | +0% | 36.2 |
| 99 |  $TALO | TALOS ENERGY INC. | $2.1M | 0.2% | +4% | 47.7 |
| 100 |  $ACM | AECOM | $2.1M | 0.2% | +143% | 47.1 |
| 101 |  $AR | ANTERO RESOURCES Corp | $2.1M | 0.2% | +20% | 75.4 |
| 102 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $2.1M | 0.2% | +0% | 52.9 |
| 103 |  $PBF | PBF Energy Inc. | $2.0M | 0.2% | +0% | 50.5 |
| 104 |  $MFIN | MEDALLION FINANCIAL CORP | $2.0M | 0.2% | +0% | 44.3 |
| 105 |  $FSM | FORTUNA MINING CORP. | $1.9M | 0.2% | +0% | — |
| 106 |  $KEQU | KEWAUNEE SCIENTIFIC CORP /DE/ | $1.9M | 0.2% | +0% | 49.3 |
| 107 |  $NNBR | NN INC | $1.9M | 0.2% | +13% | 27.2 |
| 108 |  $LWAY | Lifeway Foods, Inc. | $1.8M | 0.2% | +21% | 49.1 |
| 109 |  $VITL | Vital Farms, Inc. | $1.8M | 0.2% | +0% | 35.4 |
| 110 |  $LARK | LANDMARK BANCORP INC | $1.7M | 0.2% | +0% | 58.3 |
| 111 |  $WLDN | Willdan Group, Inc. | $1.7M | 0.2% | +0% | 63.7 |
| 112 |  $HBCP | HOME BANCORP, INC. | $1.6M | 0.2% | +0% | 55.3 |
| 113 |  $HAFC | HANMI FINANCIAL CORP | $1.5M | 0.2% | +0% | 53.8 |
| 114 |  $CZFS | CITIZENS FINANCIAL SERVICES INC | $1.5M | 0.2% | +0% | 55.6 |
| 115 |  $NE | Noble Corp plc | $1.5M | 0.2% | +0% | — |
| 116 |  $TEX | TEREX CORP | $1.4M | 0.2% | NEW | 58.6 |
| 117 |  $SBSW | Sibanye Stillwater Ltd | $1.4M | 0.2% | +0% | — |
| 118 |  $REZI | RESIDEO TECHNOLOGIES, INC. | $1.4M | 0.2% | -10% | 54.9 |
| 119 |  $STNG | Scorpio Tankers Inc. | $1.4M | 0.1% | +0% | — |
| 120 |  $FLG | FLAGSTAR BANK, NATIONAL ASSOCIATION | $1.4M | 0.1% | +0% | 37.6 |
| 121 |  $NTR | Nutrien Ltd. | $1.4M | 0.1% | -31% | — |
| 122 |  $FSTR | FOSTER L B CO | $1.4M | 0.1% | +0% | 45.7 |
| 123 |  $CFBK | CF BANKSHARES INC. | $1.3M | 0.1% | +0% | 52.7 |
| 124 |  $EML | EASTERN CO | $1.3M | 0.1% | +0% | 42 |
| 125 |  $SDRL | SEADRILL Ltd | $1.3M | 0.1% | +0% | — |
| 126 |  $AMKR | AMKOR TECHNOLOGY, INC. | $1.3M | 0.1% | NEW | 57.5 |
| 127 |  $VABK | Virginia National Bankshares Corp | $1.3M | 0.1% | -5% | 55.1 |
| 128 |  $CBFV | CB Financial Services, Inc. | $1.3M | 0.1% | +0% | 29.9 |
| 129 |  $CTRE | CareTrust REIT, Inc. | $1.3M | 0.1% | +0% | 74.1 |
| 130 |  $BHB | BAR HARBOR BANKSHARES | $1.2M | 0.1% | +0% | 57.4 |
| 131 |  $REI | RING ENERGY, INC. | $1.2M | 0.1% | +63% | 31.5 |
| 132 |  $VG | Venture Global, Inc. | $1.2M | 0.1% | +120% | 69.5 |
| 133 |  $ESCA | ESCALADE INC | $1.2M | 0.1% | +0% | 47.5 |
| 134 |  $CRWS | CROWN CRAFTS INC | $1.2M | 0.1% | +4% | 43.7 |
| 135 |  $FLNG | Flex LNG Ltd. | $1.2M | 0.1% | +0% | — |
| 136 |  $AMPY | Amplify Energy Corp. | $1.1M | 0.1% | +8% | 32.7 |
| 137 |  $BTG | B2GOLD CORP | $1.1M | 0.1% | +0% | — |
| 138 |  $MSFT | MICROSOFT CORP | $1.1M | 0.1% | +0% | 79.8 |
| 139 |  $MS | MORGAN STANLEY | $1.0M | 0.1% | +0% | 75.8 |
| 140 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $1.0M | 0.1% | +0% | 62.9 |
| 141 |  $GEOS | GEOSPACE TECHNOLOGIES CORP | $998,297 | 0.1% | +0% | 11.2 |
| 142 |  $WHG | WESTWOOD HOLDINGS GROUP INC | $959,603 | 0.1% | -14% | 58.8 |
| 143 |  $AMZN | AMAZON COM INC | $953,360 | 0.1% | +0% | 68.7 |
| 144 |  $CBAN | COLONY BANKCORP INC | $934,844 | 0.1% | +0% | 39.3 |
| 145 |  $PEBK | PEOPLES BANCORP OF NORTH CAROLINA INC | $924,754 | 0.1% | +0% | 51.2 |
| 146 |  $EPSN | Epsilon Energy Ltd. | $899,451 | 0.1% | +0% | — |
| 147 |  $MHO | M/I HOMES, INC. | $867,063 | 0.1% | -92% | 47.9 |
| 148 |  $DEC | Diversified Energy Co | $839,983 | 0.1% | +20% | 66.5 |
| 149 |  $GAU | Galiano Gold Inc. | $834,458 | 0.1% | +0% | — |
| 150 |  $PSIX | POWER SOLUTIONS INTERNATIONAL, INC. | $817,320 | 0.1% | +0% | 64.4 |
| 151 |  $NVDA | NVIDIA CORP | $800,360 | 0.1% | NEW | 85.9 |
| 152 |  $CPF | CENTRAL PACIFIC FINANCIAL CORP | $789,901 | 0.1% | +0% | 51.6 |
| 153 |  $TEN | TSAKOS ENERGY NAVIGATION LTD | $772,738 | 0.1% | +34% | — |
| 154 |  $SFST | SOUTHERN FIRST BANCSHARES INC | $769,855 | 0.1% | +0% | 62.7 |
| 155 |  $MMLP | MARTIN MIDSTREAM PARTNERS L.P. | $759,758 | 0.1% | +0% | 34.8 |
| 156 |  $GOOG | Alphabet Inc. | $714,740 | 0.1% | +0% | 78.2 |
| 157 |  $UEC | URANIUM ENERGY CORP | $643,500 | 0.1% | NEW | 13.3 |
| 158 |  $WTBA | WEST BANCORPORATION INC | $640,453 | 0.1% | +0% | 58.1 |
| 159 |  $BXC | BlueLinx Holdings Inc. | $610,102 | 0.1% | -79% | 43.2 |
| 160 |  $PNFP | Pinnacle Financial Partners, Inc. | $592,569 | 0.1% | +0% | 54.5 |
| 161 |  $BW | Babcock & Wilcox Enterprises, Inc. | $564,000 | 0.1% | +33% | 47 |
| 162 |  $THO | THOR INDUSTRIES INC | $450,960 | 0.1% | -66% | 47.4 |
| 163 |  $FBNC | FIRST BANCORP /NC/ | $370,091 | 0.0% | +0% | 51.4 |
| 164 |  $MTW | MANITOWOC CO INC | $347,250 | 0.0% | +0% | 47.3 |
| 165 |  $ASYS | AMTECH SYSTEMS INC | $346,200 | 0.0% | NEW | 46.2 |
| 166 |  $BC | BRUNSWICK CORP | $336,960 | 0.0% | -27% | 45.7 |
| 167 |  $HON | HONEYWELL INTERNATIONAL INC | $335,850 | 0.0% | NEW | 65 |
| 168 |  $HONA | Honeywell Aerospace Inc. | $331,620 | 0.0% | NEW | — |
| 169 |  $COLB | COLUMBIA BANKING SYSTEM, INC. | $327,634 | 0.0% | +0% | 63.6 |
| 170 |  $NWFL | NORWOOD FINANCIAL CORP | $286,392 | 0.0% | +1% | 53.7 |
| 171 |  $SSB | SouthState Bank Corp | $259,840 | 0.0% | NEW | 77 |
| 172 |  $NSLR | Neostellar Capital Corp. | $250,800 | 0.0% | NEW | — |
| 173 |  $MYE | MYERS INDUSTRIES INC | $236,577 | 0.0% | NEW | 54.1 |
| 174 |  $STBA | S&T BANCORP INC | $215,608 | 0.0% | NEW | 50.2 |
| 175 |  $BBDC | Barings BDC, Inc. | $130,399 | 0.0% | +0% | — |
| 176 |  $ALTG | ALTA EQUIPMENT GROUP INC. | $124,645 | 0.0% | -51% | 36.3 |
| 177 |  $JCTC | JEWETT CAMERON TRADING CO LTD | $65,932 | 0.0% | +0% | — |
| 178 |  $NEPH | NEPHROS INC | $62,118 | 0.0% | -30% | — |
New Positions (18)
$FLEX FLEX LTD.$13.3M$FTI TechnipFMC plc$12.9M$CECO CECO ENVIRONMENTAL CORP$7.4M$BDC BELDEN INC.$5.2M$SEDG SOLAREDGE TECHNOLOGIES, INC.$3.7M$ENS EnerSys$3.5M$ICHR ICHOR HOLDINGS, LTD.$3.1M$TEX TEREX CORP$1.4M$AMKR AMKOR TECHNOLOGY, INC.$1.3M$NVDA NVIDIA CORP$800,360$UEC URANIUM ENERGY CORP$643,500$ASYS AMTECH SYSTEMS INC$346,200$HON HONEYWELL INTERNATIONAL INC$335,850$HONA Honeywell Aerospace Inc.$331,620$SSB SouthState Bank Corp$259,840Exited Positions (14)
TechnipFMC PLC
$BLDR Builders FirstSource, Inc.
$THR Thermon Group Holdings, Inc.
$VISN Vistance Networks, Inc.
$MPX MARINE PRODUCTS GROUP, LLC
$OZK Bank OZK
$DFH Dream Finders Homes, Inc.
$MUSA Murphy USA Inc.
$SGI SOMNIGROUP INTERNATIONAL INC.
$GABC GERMAN AMERICAN BANCORP, INC.
$MTRN MATERION Corp
$NVR NVR INC
$MPLX MPLX LP
$SGC SUPERIOR GROUP OF COMPANIES, INC.Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for De Lisle Partners LLP including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track De Lisle Partners LLP's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for De Lisle Partners LLP and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: De Lisle Partners LLP
13F Pro is an AI hedge fund tracker and stock research platform. For De Lisle Partners LLP (SEC CIK: 2011184), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in De Lisle Partners LLP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.