De Lisle Partners LLP Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$682.1B

Holdings

190

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (190 positions)

StockValue
CRWSCrown Crafts Inc
$1.8M
BGBunge Ltd
$1.7M
VRTVertiv Holdings Co
$1.7M
FXNCFirst National Corp
$1.7M
TSBKTimberland Bancorp Inc
$1.6M
HPHelmerich and Payne Inc
$1.6M
GIFIGulf Island Fabrication Inc
$1.6M
WSWorthington Steel Inc
$1.6M
ANDEAndersons Inc
$1.6M
SMSM Energy Co
$1.6M
FVIFortuna Mining Corp
$1.5M
CBNKCapital Bancorp Inc
$1.5M
LWAYLifeway Foods Inc
$1.5M
BHBBar Harbor Bankshares
$1.5M
GEOSGeospace Technologies Corp
$1.5M
07WAMr. Cooper Group Inc
$1.4M
DOOBRP Inc
$1.4M
NOVNov Inc
$1.4M
ESPEspey MFG and Electronics Corp
$1.4M
CFBKCF Bankshares Inc
$1.3M
CPFCentral Pacific Financial Corp
$1.3M
FSTRL.B. Foster Co
$1.3M
MSFTMicrosoft corp
$1.3M
HAFCHanmi Financial Corp
$1.2M
NTRNutrien Ltd
$1.2M
MMLPMartin Midstream Partners LP
$1.2M
SPLPSteel Partners Holdings LP
$1.2M
Village Bank and Trust Financial Corp
$1.2M
VABKVirginia National Bankshares Corp
$1.2M
LARKLandmark Bancorp Inc
$1.2M
HBCPHome Bancorp Inc
$1.2M
ESCAEscalade Inc
$1.1M
NNBRNN Inc
$1.1M
CBANColony Bankcorp Inc
$1.1M
BTOB2Gold Corp
$1.1M
EMLEastern Co
$1.1M
TAYDTaylor Devices Inc
$1.1M
WHGWestwood Holdings Group Inc
$1.1M
SGCSuperior Group of Companies Inc
$1.1M
WTHWorthington Enterprises Inc
$1.0M
CZFSCitizens Financial Services Inc
$1.0M
ALTGAlta Equipment Group Inc
$1.0M
ONEWOneWater Marine Inc
$1.0M
STNGScorpio Tankers Inc
$1.0M
GAUGaliano Gold Inc
$1.0M
PBFPBF Energy Inc
$984K
CBFVCB Financial Services Inc
$979K
MFINMedallion Financial Corp
$975K
FLNGFLEX LNG Ltd
$953K
EPSNEpsilon Energy Ltd
$910K
SSentinelOne Inc
$888K
URGNUrogen Pharma Ltd
$868K
MYEMyers Industries Inc
$848K
CTRECaretrust Reit Inc
$841K
SD2Sandy Spring Bancorp Inc
$816K
KWE1Ring Energy Inc
$797K
William Penn Bancorp
$789K
AAAlcoa Corp
$756K
8LP1Vital Energy Inc
$743K
ARAntero Resources Corp
$701K
WTBAWest Bancorporation Inc
$699K
CLFCleveland-Cliffs Inc
$696K
PNFPPinnacle Financial Partners Inc
$672K
PEBKPeoples Bancorp of NC
$671K
DELLDell Technologies Inc Cl C
$668K
CFGCitizens Financial Group Inc
$651K
DWDMorgan Stanley
$629K
KINSKingstone cos inc
$608K
ROIVRoivant Sciences Ltd
$592K
PKGPackaging Corp of America
$518K
SFSTSouthern First Bancshares Inc
$503K
SEASeabridge Gold Inc
$456K
TPDTempur Sealy Intl Inc
$454K
THRYThryv Holdings Inc
$453K
2L9Blueprint Medicines Corp
$436K
VVXV2X Inc
$430K
NVRNVR Inc
$409K
QC10Flagstar Financial Inc
$403K
AUBAtlantic Union Bankshares Corp
$324K
TENTsakos Energy Navigation Ltd
$284K
COLBColumbia Banking System Inc
$276K
SSBUSDSouthstate Corp
$259K
FBNCFirst Bancorp
$255K
LMNRLimoneira company
$249K
NBTBNBT Bancorp Inc
$240K
MPLXMPLX LP
$239K
JCTCJewett-Cameron Trading Company Ltd
$192K
TRYBarings BDC Inc
$146K
FRSTPrimis Finl Corp
$128K
BGSFBGSF Inc
$72K
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