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)

StockValue
TSBKTimberland Bancorp Inc
$2.2M
TAYDTaylor Devices Inc
$2.1M
PSIXPower Solutions International Inc
$2.1M
ESPEspey MFG and Electronics Corp
$2.0M
ANDEAndersons Inc
$2.0M
TTAMTitan America SA
$1.8M
THOThor Industries Inc
$1.8M
FCNCAFirst Citizens BancShares Inc (Delaware)
$1.8M
MTNVail Resorts Inc
$1.7M
MODModine Manufacturing Co
$1.7M
HAFCHanmi Financial Corp
$1.6M
SLMSLM Corp
$1.6M
REZIResideo Technologies Inc
$1.6M
MSFTMICROSOFT CORP
$1.6M
J2AWilldan Group Inc
$1.5M
GIFIGulf Island Fabrication Inc
$1.5M
WSWorthington Steel Inc
$1.5M
LWAYLifeway Foods Inc
$1.5M
BTOB2Gold Corp
$1.5M
ARAntero Resources Corp
$1.3M
MFINMedallion Financial Corp
$1.3M
LARKLandmark Bancorp Inc
$1.3M
DOOBRP Inc
$1.3M
BHBBar Harbor Bankshares
$1.3M
HBCPHome Bancorp Inc
$1.2M
CFBKCF Bankshares Inc
$1.2M
WHGWestwood Holdings Group Inc
$1.2M
VABKVirginia National Bankshares Corp
$1.2M
CBANColony Bankcorp Inc
$1.2M
CRWSCrown Crafts Inc
$1.2M
STNGScorpio Tankers Inc
$1.1M
CBFVCB Financial Services Inc
$1.1M
EMLEastern Co
$1.1M
CPFCentral Pacific Financial Corp
$1.1M
PBFPBF Energy Inc
$1.1M
FSTRL.B. Foster Co
$1.1M
CZFSCitizens Financial Services Inc
$1.1M
CTRECARETRUST REIT INC
$1.1M
07WAMR COOPER GROUP INC
$1.1M
MMLPMartin Midstream Partners LP
$1.1M
FLNGFLEX LNG Ltd
$1.0M
ESCAEscalade Inc
$989K
GAUGaliano Gold Inc
$965K
AMZNAMAZON COM INC
$878K
NNBRNN Inc
$851K
QC10Flagstar Financial Inc
$846K
XPELXpel Inc
$827K
DELLDELL TECHNOLOGIES INC CL C
$822K
DWDMORGAN STANLEY
$795K
CFGCitizens Financial Group Inc
$790K
EPSNEpsilon Energy Ltd
$737K
ONEWOneWater Marine Inc
$737K
ALTGAlta Equipment Group Inc
$676K
TPDSOMNIGROUP INTERNATIONAL INC
$675K
PEBKPEOPLES BANCORP OF NC
$658K
KWE1Ring Energy Inc
$582K
SFSTSouthern First Bancshares Inc
$556K
GABCGerman American Bancorp Inc
$554K
PNFPPINNACLE FINANCIAL PARTNERS INC
$551K
VVXV2X Inc
$523K
PKGPACKAGING CORP OF AMERICA
$501K
WTBAWest Bancorporation Inc
$491K
WGOWinnebago Industries Inc
$491K
NVRNVR INC
$402K
TENTsakos Energy Navigation Ltd
$363K
BCBRUNSWICK CORP
$348K
FBNCFIRST BANCORP N C
$306K
COLBColumbia Banking System Inc
$263K
MPLXMPLX LP
$250K
SGCSUPERIOR GROUP OF COMPANIES INC
$181K
MTWMANITOWOC COMPANY INC
$150K
TRYBARINGS BDC INC
$134K
JCTCJewett-Cameron Trading Company Ltd
$109K
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