De Lisle Partners LLP Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$814.1M
Holdings
172
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (172 positions)
| Stock | Value |
|---|---|
BBWBuild-A-Bear Workshop Inc | $50.1M |
CCOCameco Corp | $41.7M |
CLMBClimb Global Solutions Inc | $32.4M |
ECGEverus Construction Group Inc | $31.1M |
07WAMr. Cooper Group Inc | $24.7M |
STRLSterling Construction Company Inc | $23.8M |
HWKNHawkins Inc | $17.8M |
MUSAMurphy Usa Inc | $16.4M |
FSBWFS Bancorp Inc | $15.4M |
UFPTUFP Technologies Inc | $15.3M |
MBCMasterBrand Inc | $14.7M |
TOLToll Brothers Inc | $13.1M |
PNTGPennant Group Inc | $12.3M |
FNFabrinet | $11.0M |
NXENexgen Energy Ltd | $10.8M |
MHOM/I Homes Inc | $10.8M |
GLNGGolar LNG Ltd | $10.6M |
CSVCarriage Services Inc | $10.4M |
BLDRBuilders FirstSource Inc | $10.2M |
NRIMNorthrim BanCorp Inc | $9.6M |
GPIGroup 1 Automotive Inc | $9.5M |
AYIACUITY INC | $9.4M |
FRDFriedman Industries Inc | $9.2M |
VMIValmont Industries Inc | $8.8M |
PLBCPlumas Bancorp | $8.6M |
DMLDenison Mines Corp | $8.4M |
LCIILCI Industries | $7.8M |
FTITechnipFMC PLC | $7.1M |
HIFSHingham Institution For Savings | $7.0M |
TDWTidewater Inc | $6.6M |
ULTAUlta Beauty Inc | $6.6M |
PATKPatrick Industries Inc | $6.4M |
UFPIUfp Industries Inc | $6.4M |
VITLVital Farms Inc | $6.2M |
HAYWHayward Holdings Inc | $6.1M |
GBXGreenbrier Companies Inc | $5.9M |
KRTKarat Packaging Inc | $5.8M |
GTXGarrett Motion Inc | $5.7M |
FETForum Energy Technologies Inc | $5.6M |
FUNCFirst United Corp | $5.5M |
DEDeere & Co | $5.3M |
AMRZAmrize AG | $5.1M |
PFBCPreferred Bank | $4.9M |
UANCVR Partners LP | $4.9M |
BORRBorr Drilling Ltd | $4.8M |
GHMGraham Corp | $4.8M |
FBIZFirst Business Financial Services Inc | $4.8M |
BLBDBlue Bird Corp | $4.7M |
WTHWorthington Enterprises Inc | $4.7M |
MOSMosaic Co | $4.5M |
FCXFreeport-McMoRan Inc | $4.5M |
CFCF Industries Holdings Inc | $4.4M |
ENSGEnsign Group Inc | $4.4M |
TLNTalen Energy Corp | $4.3M |
KINSKingstone Companies Inc | $4.3M |
AGOAssured Guaranty Ltd | $4.2M |
HZOMarineMax Inc | $4.2M |
JOUTJohnson Outdoors Inc | $4.2M |
FLEXFlex Ltd | $4.1M |
INVXInnovex International Inc | $4.1M |
TOWNTowne Bank | $4.0M |
NXTNextracker Inc | $3.9M |
DFHDream Finders Homes Inc | $3.9M |
U6ZUranium Energy Corp | $3.9M |
PALProficient Auto Logistics Inc | $3.8M |
MBUUMalibu Boats Inc | $3.8M |
BXCBluelinx Holdings Inc | $3.8M |
JJacobs Solutions Inc | $3.7M |
NFLXNETFLIX INC | $3.6M |
EWBCEast West Bancorp Inc | $3.5M |
GTESGates Industrial Corporation PLC | $3.4M |
CUBICustomers Bancorp Inc | $3.4M |
MTRXMatrix Service Co | $3.4M |
MBWMMercantile Bank Corp | $3.3M |
STRTStrattec Security Corp | $3.3M |
BWXTBWX Technologies Inc | $3.3M |
ORNOrion Group Holdings Inc | $3.3M |
MPXMarine Products Corp | $3.2M |
FXNCFirst National Corp | $3.1M |
DXPEDXP Enterprises Inc | $3.1M |
LEUCentrus Energy Corp | $3.1M |
VALValaris Ltd | $2.8M |
MPBMid Penn Bancorp Inc | $2.8M |
IESCIES Holdings Inc | $2.8M |
OZKBank Ozk | $2.8M |
GEOSGeospace Technologies Corp | $2.7M |
ABCBAmeris Bancorp | $2.7M |
FVIFortuna Mining Corp | $2.7M |
SMGScotts Miracle-Gro Co | $2.6M |
ACNTAscent Industries Co | $2.6M |
PAASPan American Silver Corp | $2.5M |
NTRNutrien Ltd | $2.5M |
CBNKCapital Bancorp Inc | $2.4M |
MCBSMetrocity Bankshares Inc | $2.3M |
VISNCommScope Holding Company Inc | $2.3M |
KEQUKewaunee Scientific Corp | $2.3M |
GENCGencor Industries Inc | $2.2M |
RALRalliant Corp | $2.2M |
OFGOFG Bancorp | $2.2M |
JBLJabil Inc | $2.2M |
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