De Lisle Partners LLP Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$777.8B

Holdings

170

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (170 positions)

StockValue
MODModine Manufacturing Co
$2.0M
KEQUKEWAUNEE SCIENTIFIC CORP
$2.0M
NTRNUTRIEN LTD
$2.0M
GENCGENCOR INDUSTRIES INC
$2.0M
MFINMEDALLION FINANCIAL CORP
$1.9M
OFGOFG Bancorp
$1.8M
THOTHOR INDUSTRIES INC
$1.8M
REZIResideo Technologies Inc
$1.8M
HAFCHanmi Financial Corp
$1.8M
FCNCAFirst Citizens BancShares Inc (Delaware)
$1.7M
WSWorthington Steel Inc
$1.7M
NBRNabors Industries Ltd
$1.5M
DOOBRP Inc
$1.5M
MSFTMICROSOFT CORP
$1.4M
GAUGaliano Gold Inc
$1.4M
ARAntero Resources Corp
$1.4M
GNRCGenerac Holdings Inc
$1.4M
BTOB2Gold Corp
$1.4M
LARKLANDMARK BANCORP INC
$1.3M
HBCPHOME BANCORP INC
$1.3M
LWAYLifeway Foods Inc
$1.3M
XPELXpel Inc
$1.2M
VABKVIRGINIA NATIONAL BANKSHARES CORP
$1.2M
PSIXPower Solutions International Inc
$1.2M
CBFVCB Financial Services Inc
$1.2M
CTRECARETRUST REIT INC
$1.1M
CRWSCROWN CRAFTS INC
$1.1M
ESCAESCALADE INC
$1.1M
FLNGFLEX LNG Ltd
$1.0M
STNGScorpio Tankers Inc
$1.0M
CFBKCF Bankshares Inc
$1.0M
CZFSCitizens Financial Services Inc
$1.0M
WHGWESTWOOD HOLDINGS CORP INC
$1.0M
BHBBAR HARBOR BANKSHARES
$1.0M
PBFPBF Energy Inc
$1.0M
EMLEastern Co
$939K
AMZNAMAZON COM INC
$923K
QC10Flagstar Financial Inc
$921K
DWDMORGAN STANLEY
$887K
MMLPMartin Midstream Partners LP
$880K
CFGCitizens Financial Group Inc
$868K
CBANColony Bankcorp Inc
$830K
NENoble Corp (Cayman Island)
$823K
FSTRFOSTER L B CO CL A
$820K
PEBKPEOPLES BANCORP OF NC
$776K
EPSNEpsilon Energy Ltd
$773K
DELLDELL TECHNOLOGIES INC CL C
$730K
TPDSOMNIGROUP INTERNATIONAL INC
$714K
SFSTSOUTHERN FIRST BANCSHARES
$649K
PNFPPINNACLE FINANCIAL PARTNERS INC
$560K
GABCGerman American Bancorp Inc
$552K
CPFCentral Pacific Financial Corp
$551K
STRLSterling Infrastructure Inc
$535K
WTBAWEST BANCORP INC
$535K
NNBRNN Inc
$525K
VVXV2X Inc
$490K
KWE1Ring Energy Inc
$463K
ONEWONEWATER MARINE INC CL A
$408K
BCBRUNSWICK CORP
$408K
TENTsakos Energy Navigation Ltd
$366K
NVRNVR INC
$364K
FBNCFIRST BANCORP N C
$294K
COLBColumbia Banking System Inc
$285K
ALTGAlta Equipment Group Inc
$272K
MPLXMPLX LP
$266K
MTWMANITOWOC COMPANY INC
$179K
SGCSUPERIOR GROUP OF COMPANIES INC
$163K
TRYBARINGS BDC INC
$140K
NEPHNEPHROS INC
$122K
JCTCJewett-Cameron Trading Company Ltd
$60K
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