Fund Holdings — De Lisle Partners LLP

Total Portfolio Value
$682.06M
Total Bought
$127.30M
Total Sold
$12.10M
Net Transaction
+$115.21M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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Everus Construction Group Inc(ECG)0264,926+264,926017,4202.55%+17,420
Build-A-Bear Workshop Inc(BBW)732,911747,911+15,00025,18734,3945.04%+9,207
Celestica Inc(CLS)196,623199,623+3,00010,05218,4202.70%+8,368
Toll Brothers Inc(TOL)22,00090,000+68,0003,39811,3351.66%+7,937
Climb Global Solutions Inc(CLMB)194,280207,280+13,00019,27226,2953.86%+7,023
Acuity Brands Inc(AYI)023,211+23,21106,7840.99%+6,784
Carriage Services Inc(CSV)0124,071+124,07104,9570.73%+4,957
Bm Technologies Inc444,8521,144,852+700,0001,5125,5980.82%+4,086
Talen Energy Corp(TLN)020,000+20,00004,0280.59%+4,028
Assured Guaranty Ltd(AGO)21,96845,721+23,7531,7474,1170.60%+2,370
Cameco Corp(CCJ)472,706482,706+10,00022,58324,8093.64%+2,225
Murphy Usa Inc(MUSA)35,40638,806+3,40017,43219,4692.85%+2,037
Uranium Energy Corp(UEC)0291,272+291,27201,9490.29%+1,949
Vail Resorts Inc(MTN)010,073+10,07301,8870.28%+1,887
Group 1 Automotive Inc(GPI)15,40018,400+3,0005,9017,7651.14%+1,864
Smurfit Westrock PLC(SW)100,000125,000+25,0004,9416,7360.99%+1,795
Playa Hotels & Resorts NV229,150269,150+40,0001,7773,4060.50%+1,629
Plumas Bancorp(PLBC)149,779161,993+12,2146,0687,6671.12%+1,599
Valmont Industries Inc(VMI)18,80022,800+4,0005,4546,9891.02%+1,535
Golar LNG Ltd
SHS
249,390249,39009,16910,5601.55%+1,392
Kewaunee Scientific Corp(KEQU)42,95844,948+1,9901,4462,7850.41%+1,339
Preferred Bank(PFBC)41,03453,179+12,1453,2904,5880.67%+1,298
Sterling Construction Company Inc(STRL)78,85774,857-4,00011,43212,6121.85%+1,180
Ameris Bancorp(ABCB)18,96836,935+17,9671,1842,3110.34%+1,127
First National Corp(FXNC)35,89571,824+35,9296421,6580.24%+1,017
Tidewater Inc(TDW)68,359107,573+39,2144,9075,8890.86%+982
Greenbrier Companies Inc(GBX)93,94993,94904,7775,7310.84%+955
Graham Corp(GHM)63,55063,55001,8802,8340.42%+954
Ulta Beauty Inc(ULTA)9,00010,000+1,0003,5034,3500.64%+847
Sandy Spring Bancorp Inc024,206+24,20608160.12%+816
DXP Enterprises Inc(DXPE)21,65423,654+2,0001,1571,9550.29%+798
Mercantile Bank Corp(MBWM)55,31071,290+15,9802,4173,1780.47%+761
Gencor Industries Inc(GENC)87,294139,522+52,2281,8182,4800.36%+661
Karat Packaging Inc(KRT)149,143149,14303,8564,5110.66%+655
Hingham Institution For Savings18,22719,721+1,4944,4145,0260.74%+612
Kingstone cos inc(KINS)040,000+40,00006080.09%+608
Orion Group Holdings Inc(ORN)375,144375,14402,1452,7520.40%+607
William Penn Bancorp15,68265,682+50,0001937890.12%+596
Hayward Holdings Inc(HAYW)337,949377,603+39,6545,1825,7720.85%+589
Six Flags Entertainment Corp(FUN)74,06474,06402,9873,5710.52%+584
Village Bank and Trust Financial Corp7,97114,884+6,9136091,1730.17%+564
Northrim BanCorp Inc(NRIM)77,09577,09505,4766,0060.88%+530
Bank Ozk(OZK)44,00054,000+10,0001,8922,4050.35%+513
Vertiv Holdings Co(VRT)12,00015,000+3,0001,1941,7050.25%+511
TechnipFMC PLC(FTI)169,094169,09404,4364,8940.72%+458
First United Corp(FUNC)120,838120,83803,6194,0740.60%+455
Blue Bird Corp57,41782,417+25,0002,7533,1830.47%+430
Evans Bancorp Inc46,94351,943+5,0001,8292,2490.33%+420
CVR Partners LP(UAN)45,71745,71703,0713,4600.51%+389
Mid Penn Bancorp Inc(MPB)61,26375,844+14,5811,8262,1900.32%+365
Mr. Cooper Group Inc12,00015,000+3,0001,1061,4420.21%+336
Gates Industrial Corporation PLC
ORD SHS
106,388106,38801,8672,1890.32%+322
Ascent Industries Co(ACNT)197,824197,82401,9142,2260.33%+312
Vital Farms Inc(VITL)120,826120,82604,2414,5500.67%+310
L.B. Foster Co(FSTR)46,94446,94409611,2660.19%+306
Capital Bancorp Inc(CBNK)46,16252,329+6,1671,1841,4890.22%+305
Garrett Motion Inc(GTX)347,520347,52002,8383,1380.46%+301
Nexgen Energy Ltd(NXE)1,178,7321,208,732+30,0007,6977,9781.17%+281
Hanmi Financial Corp(HAFC)51,53351,53309591,2170.18%+258
Nvidia Corp(NVDA)20,00020,00002,4292,6860.39%+257
Steel Partners Holdings LP22,87727,877+5,0009241,1810.17%+257
Gulf Island Fabrication Inc241,270233,369-7,9011,3441,5990.23%+255
Martin Midstream Partners LP(MMLP)260,833335,434+74,6019531,1970.18%+244
First Business Financial Services Inc(FBIZ)66,77470,866+4,0923,0403,2700.48%+231
Manitex International Inc1,202,4661,202,46606,7766,9691.02%+193
CF Bankshares Inc(CFBK)51,49851,49801,1201,3110.19%+192
Ensign Group Inc(ENSG)22,01025,189+3,1793,1683,3450.49%+177
CB Financial Services Inc(CBFV)29,25534,074+4,8198239790.14%+156
Bar Harbor Bankshares42,68647,686+5,0001,3161,4580.21%+142
Permian Resources Corp(PR)178,814178,81402,4332,5720.38%+139
Medallion Financial Corp(MFIN)103,545103,54508429750.14%+133
Denison Mines Corp(DNN)1,687,9091,787,909+100,0003,0893,2180.47%+129
Peoples Bancorp of NC(PEBK)21,46121,46105456710.10%+126
Citizens Financial Services Inc(CZFS)15,35416,054+7008971,0210.15%+124
Towne Bank
COM
116,625116,62503,8563,9710.58%+115
Metrocity Bankshares Inc(MCBS)79,24979,24902,4252,5380.37%+113
Morgan Stanley(MS)5,0005,00005216290.09%+107
Westwood Holdings Group Inc(WHG)68,68072,921+4,2419721,0720.16%+100
Bluelinx Holdings Inc(BXC)48,37350,873+2,5005,0955,1930.76%+99
Pinnacle Financial Partners Inc5,8745,87405756720.10%+96
Vital Energy Inc24,00224,00206477430.11%+96
Customers Bancorp Inc(CUBB)42,02042,02001,9512,0460.30%+95
Seadrill Ltd(SDRL)100,953105,397+4,4444,0124,1040.60%+92
West Bancorporation Inc(WTBA)32,15632,15606126990.10%+88
Matrix Service Co(MTRX)184,592184,59202,1292,2100.32%+81
Deere & Co(DE)11,50011,50004,7994,8740.71%+74
Southern First Bancshares Inc(SFST)12,59112,59104315030.07%+72
Superior Group of Companies Inc(SGC)63,54063,54009841,0510.15%+67
Espey MFG and Electronics Corp(ESP)43,11445,023+1,9091,2981,3520.20%+54
Epsilon Energy Ltd(EPSN)146,411146,41108569100.13%+54
Home Bancorp Inc24,98524,98501,1141,1580.17%+44
Colony Bankcorp Inc(CBAN)68,08768,08701,0581,1010.16%+44
Citizens Financial Group Inc(CFG)14,86314,86306106510.10%+40
Packaging Corp of America(PKG)2,3002,30004955180.08%+22
NBT Bancorp Inc(NBTB)5,0335,03302232400.04%+18
MPLX LP(MPLX)5,0005,00002222390.04%+17
Tempur Sealy Intl Inc(SGI)8,0008,00004374540.07%+17
Timberland Bancorp Inc(TSBK)53,63353,63301,6191,6340.24%+15
First Bancorp5,7895,78902412550.04%+14
Columbia Banking System Inc(COLB)10,22110,22102672760.04%+9
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De Lisle Partners LLP — 13F Holdings — Q4 2024 | TickerTrail