Fund HoldingsDe Lisle Partners LLP

Total Portfolio Value
$682.06M
Total Bought
$130.21M
Total Sold
$15.45M
Net Transaction
+$114.76M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Everus Construction Group Inc(ECG)0264,926+264,926017,4202.55%+17,420
Build-A-Bear Workshop Inc732,911747,911+15,00025,18734,3945.04%+9,207
Celestica Inc(CLS)0199,623+199,623018,4202.70%+18,420
Toll Brothers Inc(TOL)22,00090,000+68,0003,39811,3351.66%+7,937
Climb Global Solutions Inc194,280207,280+13,00019,27226,2953.86%+7,023
Acuity Brands Inc(AYI)023,211+23,21106,7840.99%+6,784
Carriage Services Inc0124,071+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
Noble Corp (Cayman Island)(NE)092,640+92,64002,9080.43%+2,908
Assured Guaranty Ltd(AGO)045,721+45,72104,1170.60%+4,117
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 NV0269,150+269,15003,4060.50%+3,406
Plumas Bancorp149,779161,993+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 Corp044,948+44,94802,7850.41%+2,785
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 Corp071,824+71,82401,6580.24%+1,658
Tidewater Inc(TDW)0107,573+107,57305,8890.86%+5,889
Greenbrier Companies Inc(GBX)93,94993,94904,7775,7310.84%+955
Graham Corp(GHM)063,550+63,55002,8340.42%+2,834
Ulta Beauty Inc(ULTA)010,000+10,00004,3500.64%+4,350
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 Inc87,294139,522+52,2281,8182,4800.36%+661
Karat Packaging Inc0149,143+149,14304,5110.66%+4,511
Hingham Institution For Savings18,22719,721+1,4944,4145,0260.74%+612
Kingstone cos inc040,000+40,00006080.09%+608
Orion Group Holdings Inc0375,144+375,14402,7520.40%+2,752
William Penn Bancorp065,682+65,68207890.12%+789
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 Inc77,09577,09505,4766,0060.88%+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)0169,094+169,09404,8940.72%+4,894
First United Corp120,838120,83803,6194,0740.60%+455
Blue Bird Corp082,417+82,41703,1830.47%+3,183
Evans Bancorp Inc46,94351,943+5,0001,8292,2490.33%+420
CVR Partners LP(UAN)045,717+45,71703,4600.51%+3,460
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 Co0197,824+197,82402,2260.33%+2,226
Vital Farms Inc0120,826+120,82604,5500.67%+4,550
L.B. Foster Co046,944+46,94401,2660.19%+1,266
Capital Bancorp Inc052,329+52,32901,4890.22%+1,489
Garrett Motion Inc(GTX)0347,520+347,52003,1380.46%+3,138
Nexgen Energy Ltd(NXE)01,208,732+1,208,73207,9781.17%+7,978
Hanmi Financial Corp(HAFC)051,533+51,53301,2170.18%+1,217
Nvidia Corp(NVDA)20,00020,00002,4292,6860.39%+257
Steel Partners Holdings LP22,87727,877+5,0009241,1810.17%+257
Gulf Island Fabrication Inc0233,369+233,36901,5990.23%+1,599
Martin Midstream Partners LP0335,434+335,43401,1970.18%+1,197
First Business Financial Services Inc66,77470,866+4,0923,0403,2700.48%+231
Manitex International Inc1,202,4661,202,46606,7766,9691.02%+193
CF Bankshares Inc051,498+51,49801,3110.19%+1,311
Ensign Group Inc(ENSG)22,01025,189+3,1793,1683,3450.49%+177
CB Financial Services Inc034,074+34,07409790.14%+979
Bar Harbor Bankshares42,68647,686+5,0001,3161,4580.21%+142
Permian Resources Corp(PR)0178,814+178,81402,5720.38%+2,572
Medallion Financial Corp0103,545+103,54509750.14%+975
Denison Mines Corp(DNN)01,787,909+1,787,90903,2180.47%+3,218
Peoples Bancorp of NC21,46121,46105456710.10%+126
Citizens Financial Services Inc016,054+16,05401,0210.15%+1,021
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 Inc68,68072,921+4,2419721,0720.16%+100
Bluelinx Holdings Inc48,37350,873+2,5005,0955,1930.76%+99
Pinnacle Financial Partners Inc5,8745,87405756720.10%+96
Vital Energy Inc024,002+24,00207430.11%+743
Customers Bancorp Inc(CUBB)042,020+42,02002,0460.30%+2,046
Seadrill Ltd(SDRL)0105,397+105,39704,1040.60%+4,104
West Bancorporation Inc032,156+32,15606990.10%+699
Matrix Service Co0184,592+184,59202,2100.32%+2,210
Deere & Co(DE)11,50011,50004,7994,8740.71%+74
Southern First Bancshares Inc012,591+12,59105030.07%+503
Superior Group of Companies Inc063,540+63,54001,0510.15%+1,051
Espey MFG and Electronics Corp43,11445,023+1,9091,2981,3520.20%+54
Epsilon Energy Ltd0146,411+146,41109100.13%+910
Home Bancorp Inc24,98524,98501,1141,1580.17%+44
Colony Bankcorp Inc68,08768,08701,0581,1010.16%+44
Citizens Financial Group Inc(CFG)014,863+14,86306510.10%+651
Packaging Corp of America(PKG)2,3002,30004955180.08%+22
NBT Bancorp Inc(NBTB)05,033+5,03302400.04%+240
MPLX LP(MPLX)05,000+5,00002390.04%+239
Tempur Sealy Intl Inc(SGI)8,0008,00004374540.07%+17
Timberland Bancorp Inc53,63353,63301,6191,6340.24%+15
First Bancorp(FBNC)05,789+5,78902550.04%+255
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