Fund HoldingsDe Lisle Partners LLP

Total Portfolio Value
$602.11M
Total Bought
$63.76M
Total Sold
$59.59M
Net Transaction
+$4.17M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
East West Bancorp Inc(EWBC)033,000+33,00002,9630.49%+2,963
Netflix Inc(NFLX)03,000+3,00002,7980.46%+2,798
Noble Corp (Cayman Island)(NE)0102,640+102,64002,4320.40%+2,432
Mr. Cooper Group Inc15,00030,500+15,5001,4423,6470.61%+2,205
Carriage Services Inc124,071184,101+60,0304,9577,1481.19%+2,190
OFG Bancorp(OFG)050,000+50,00002,0020.33%+2,002
First Citizens BancShares Inc (Delaware)(FCNCA)01,000+1,00001,8530.31%+1,853
Agnico Eagle Mines Ltd(AEM)040,123+40,12304,3490.72%+4,349
Hingham Institution For Savings19,72125,899+6,1785,0266,1361.02%+1,109
Deere & Co(DE)11,50012,500+1,0004,8745,8700.97%+997
Kingstone Companies Inc40,00095,710+55,7106081,5930.26%+985
Northrim BanCorp Inc77,09594,983+17,8886,0066,9691.16%+963
Antero Resources Corp(AR)040,000+40,00001,6190.27%+1,619
Forum Energy Technologies Inc0202,242+202,24204,0740.68%+4,074
Innovex International Inc(INVX)0218,591+218,59103,9290.65%+3,929
Mosaic Co(MOS)0110,989+110,98902,9970.50%+2,997
OneWater Marine Inc046,443+46,44307510.12%+751
Matrix Service Co184,592237,935+53,3432,2102,9610.49%+751
Xpel Inc(XPEL)025,000+25,00007340.12%+734
Andersons Inc052,916+52,91602,2700.38%+2,270
Flagstar Financial Inc(FLG)093,237+93,23701,0840.18%+1,084
Fortuna Mining Corp(FSM)0360,000+360,00002,1980.37%+2,198
Nutrien Ltd(NTR)037,000+37,00001,8370.31%+1,837
German American Bancorp Inc(GABC)014,102+14,10205290.09%+529
Greenbrier Companies Inc(GBX)93,949121,675+27,7265,7316,2291.03%+498
Triple Flag Precious Metals Corp(TFPM)0119,020+119,02002,2770.38%+2,277
TechnipFMC PLC(FTI)169,094169,09404,8945,3630.89%+468
Hanmi Financial Corp(HAFC)51,53371,703+20,1701,2171,6260.27%+409
Murphy Usa Inc(MUSA)38,80642,261+3,45519,46919,8763.30%+407
ACUITY INC(AYI)23,21127,211+4,0006,7847,1721.19%+388
CVR Partners LP(UAN)45,71750,633+4,9163,4603,8050.63%+345
Barrick Gold Corp0138,000+138,00002,6850.45%+2,685
Ascent Industries Co197,824197,82402,2262,5110.42%+286
Taylor Devices Inc042,276+42,27601,3740.23%+1,374
Capital Bancorp Inc52,32962,241+9,9121,4891,7610.29%+272
Assured Guaranty Ltd(AGO)45,72149,721+4,0004,1174,3770.73%+260
Worthington Enterprises Inc(WOR)026,019+26,01901,3030.22%+1,303
First Business Financial Services Inc70,86674,640+3,7743,2703,5170.58%+247
Group 1 Automotive Inc(GPI)18,40020,900+2,5007,7657,9751.32%+210
Garrett Motion Inc(GTX)347,520397,520+50,0003,1383,3290.55%+191
B2Gold Corp(BTG)0450,600+450,60001,2840.21%+1,284
Playa Hotels & Resorts NV269,150269,15003,4063,5860.60%+180
Proficient Auto Logistics Inc0572,909+572,90904,7900.80%+4,790
Ensign Group Inc(ENSG)25,18927,189+2,0003,3453,5170.58%+172
Landmark Bancorp Inc048,322+48,32201,3140.22%+1,314
Pennant Group Inc0407,801+407,801010,2601.70%+10,260
Epsilon Energy Ltd146,411146,41109101,0330.17%+123
Westwood Holdings Group Inc72,92172,92101,0721,1810.20%+109
First United Corp120,838139,374+18,5364,0744,1600.69%+86
Valmont Industries Inc(VMI)22,80024,800+2,0006,9897,0731.17%+84
Escalade Inc078,529+78,52901,2100.20%+1,210
Patrick Industries Inc(PATK)052,801+52,80104,4630.74%+4,463
Customers Bancorp Inc(CUBB)42,02042,02002,0462,1100.35%+64
Ulta Beauty Inc(ULTA)10,00012,000+2,0004,3504,4000.73%+50
Caretrust Reit Inc(CTRE)031,073+31,07308880.15%+888
Urogen Pharma Ltd(URGN)081,510+81,51009020.15%+902
Timberland Bancorp Inc53,63355,270+1,6371,6341,6680.28%+34
MPLX LP(MPLX)5,0005,00002392670.04%+28
Somnigroup International Inc(SGI)8,0008,00004544790.08%+26
Village Bank and Trust Financial Corp14,88414,88401,1731,1940.20%+21
Towne Bank
COM
116,625116,62503,9713,9890.66%+18
V2X Inc(VVX)09,000+9,00004410.07%+441
Seabridge Gold Inc(SA)040,000+40,00004670.08%+467
Galiano Gold Inc0815,416+815,41601,0070.17%+1,007
FLEX LNG Ltd(FLNG)041,500+41,50009550.16%+955
LCI Industries(LCII)029,152+29,15202,5470.42%+2,547
Espey MFG and Electronics Corp45,02350,023+5,0001,3521,3510.22%-0
Barings BDC Inc(BBDC)015,305+15,30501460.02%+146
Colony Bankcorp Inc68,08768,08701,1011,1010.18%-1
Tsakos Energy Navigation Ltd(TEN)016,338+16,33802790.05%+279
Martin Midstream Partners LP335,434335,43401,1971,1920.20%-5
CB Financial Services Inc34,07434,07409799730.16%-6
Jewett-Cameron Trading Company Ltd040,948+40,94801840.03%+184
DXP Enterprises Inc(DXPE)23,65423,65401,9551,9440.32%-11
Southstate Corp02,601+2,60102410.04%+241
Primis Finl Corp011,016+11,01601080.02%+108
Lifeway Foods Inc059,782+59,78201,4640.24%+1,464
Columbia Banking System Inc(COLB)010,221+10,22102550.04%+255
First Bancorp N C(FBNC)5,7895,78902552320.04%-22
NBT Bancorp Inc(NBTB)5,0335,03302402160.04%-24
Bunge Ltd(BG)022,286+22,28601,7030.28%+1,703
Home Bancorp Inc24,98524,98501,1581,1220.19%-36
Steel Partners Holdings LP27,87727,87701,1811,1430.19%-38
Citizens Financial Group Inc(CFG)14,86314,86306516090.10%-42
Morgan Stanley(MS)5,0005,00006295830.10%-45
First National Corp71,82471,82401,6581,6130.27%-46
NVR Inc(NVR)050+5003620.06%+362
Strattec Security Corp044,129+44,12901,7360.29%+1,736
Pinnacle Financial Partners Inc5,8745,87406726230.10%-49
Eastern Co040,922+40,92201,0410.17%+1,041
Bar Harbor Bankshares47,68647,68601,4581,4070.23%-52
SM Energy Co(SM)050,000+50,00001,4970.25%+1,497
Atlantic Union Bankshares Corp(AUB)08,553+8,55302660.04%+266
West Bancorporation Inc32,15632,15606996410.11%-58
Bank Ozk(OZK)54,00054,00002,4052,3460.39%-59
Virginia National Bankshares Corp030,269+30,26901,1020.18%+1,102
Packaging Corp of America(PKG)2,3002,30005184550.08%-62
Limoneira Company010,163+10,16301800.03%+180
Medallion Financial Corp103,545103,54509759040.15%-70
William Penn Bancorp65,68265,68207897180.12%-72
Page 1 of 1