account_balance
Investment manager · 13F filer · SEC CIK 2011184
De Lisle Partners LLP
Reported value$916Mas of Jun 30, 2026
Positions178 19 new, 15 sold out
Top 10 weight29.6%ECG alone is 7%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ECGEverus Construction Group Inc
6.5%
CCJCameco Corp
6.3%
BBWBuild-A-Bear Workshop Inc
2.6%
RKTRocket Companies Inc
2.3%
CLMBClimb Global Solutions Inc
2.2%Trimmed −5%
UFPTUFP Technologies Inc
2.1%
PNTGPennant Group Inc
2.0%
FSBWFS Bancorp Inc
1.9%
GLNGGolar LNG Ltd
1.8%
TOLToll Brothers Inc
1.7%
GTXGarrett Motion Inc
1.7%
PLBCPlumas Bancorp
1.5%Added +7%
ECGEverus Construction Group Inc
6.5%
CCJCameco Corp
6.3%
BBW2.6%RKT2.3%CLMB2.2%UFPT2.1%PNTG2.0%FSBW1.9%GLNG1.8%TOL1.7%GTX1.7%PLBC1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ECG Everus Construction Group Inc 6.5% HeldCCJ Cameco Corp 6.3% HeldBBW Build-A-Bear Workshop Inc 2.6% HeldRKT Rocket Companies Inc 2.3% HeldCLMB Climb Global Solutions Inc 2.2% Trimmed −5%UFPT UFP Technologies Inc 2.1% HeldPNTG Pennant Group Inc 2.0% HeldFSBW FS Bancorp Inc 1.9% HeldGLNG Golar LNG Ltd 1.8% HeldTOL Toll Brothers Inc 1.7% HeldGTX Garrett Motion Inc 1.7% HeldPLBC Plumas Bancorp 1.5% Added +7%
What changed