De Lisle Partners LLP Purchases and Sells in Q2 2025

De Lisle Partners LLP

$709 Billion
Q2 2025

Top Buys

Incresed Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CCJ	12.7K + 2.62%	$36.68 - $74.46 $464K - $942K	495K $36.8B
COOP	82.5K + 270.49%	$107.26 - $155.96 $8.85M - $12.9M	113K $16.9B
Everus Construction Group Inc	37K + 12.12%	N/A	342K $21.9B
LCII	51.5K + 176.66%	$75.07 - $92.4 $3.87M - $4.76M	80.7K $7.36B
UFPT	1.8K + 2.26%	$186.83 - $253.3 $336K - $456K	81.6K $19.9B
PNTG	32.8K + 8.04%	$24.35 - $30.0 $798K - $984K	441K $13.1B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SLM	132K New	$24.84 - $34.36 $3.28M - $4.54M	132K $4.33B
Jacobs Solutions Inc	18.5K New	N/A	18.5K $2.43B
Barrick Mining Corporation	108K New	N/A	108K $2.25B
Talen Energy Corp	7.5K New	N/A	7.5K $2.18B
PAAS	74.8K New	$21.49 - $29.35 $1.61M - $2.19M	74.8K $2.12B
IESC	6K New	$160.58 - $296.23 $963K - $1.78M	6K $1.78B

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MasterBrand Inc	-88.9K - 7.36%	N/A	1.12M $12.2B
WGO	-71.9K - 49.14%	$28.24 - $37.27 $2.03M - $2.68M	74.4K $2.16B
SMG	-45K - 50.01%	$48.21 - $66.48 $2.17M - $2.99M	45K $2.97B
Noble Corp (Cayman Island)	-70K - 68.2%	N/A	32.6K $867M
BC	-23.6K - 57.76%	$41.93 - $58.37 $991K - $1.38M	17.3K $955M
TYG	-28.6K - 71.25%	$35.42 - $43.89 $1.01M - $1.26M	11.5K $507M

Activity Summary All Purchases 62 New Holdings 8 Increased Positions 54 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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