De Lisle Partners LLP Portfolio Holdings

De Lisle Partners LLP

  • $814 Billion
  • Q3 2025

De Lisle Partners LLP has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $814 Billion distributed in 173 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Build A Bear Workshop Inc with a value of $50.1B, Cameco Corp with a value of $41.7B, Climb Global Solutions Inc Com with a value of $32.4B, Everus Construction Group Inc with a value of $31.1B, and Mr. Cooper Group Inc. with a value of $25.7B.

Examining the 13F form we can see an increase of $105B in the current position value, from $709B to 814B.

De Lisle Partners LLP is based out at Poole, X0

Below you can find more details about De Lisle Partners LLP portfolio as well as his latest detailed transactions.

Portfolio value $814 Billion
Consumer Cyclical: $186 Billion
Financial Services: $128 Billion
Industrials: $117 Billion
Energy: $116 Billion
Basic Materials: $61.8 Billion
Healthcare: $31.9 Billion
Technology: $21.9 Billion
Consumer Defensive: $9.66 Billion
Other: $4.67 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$36.7B
$41.7 Billion 5.12% of portfolio
497,361
Q3 2025 Added 0.4%
$14.9B
$25.7 Billion 3.16% of portfolio
122,100
Q3 2025 Added 8.05%
$10.3B
$23.8 Billion 2.92% of portfolio
69,957
Q2 2025 Reduced 4.11%
$14.8B
$13.1 Billion 1.61% of portfolio
95,000
Q1 2025 Added 5.56%
$15.1B
$11 Billion 1.35% of portfolio
30,000
Q3 2025 New
$16.1B
$10.2 Billion 1.26% of portfolio
84,501
Q2 2025 Added 2.42%
$11B
$9.37 Billion 1.15% of portfolio
27,211
Q1 2025 Added 17.23%
$19.5B
$7.07 Billion 0.87% of portfolio
179,094
Q3 2025 Added 5.91%
$27.1B
$6.56 Billion 0.81% of portfolio
12,000
Q1 2025 Added 20.0%
$144B
$5.26 Billion 0.65% of portfolio
11,500
Q3 2025 Reduced 8.0%
$57.4B
$4.52 Billion 0.55% of portfolio
119,000
Q3 2024 Added 14.42%
$16.9B
$4.39 Billion 0.54% of portfolio
49,000
Q2 2025 Added 11.36%
$27.2B
$4.06 Billion 0.5% of portfolio
70,000
Q3 2025 New
$49.1B
$3.6 Billion 0.44% of portfolio
3,000
Q1 2025 New
$14.5B
$3.51 Billion 0.43% of portfolio
33,000
Q1 2025 New
$16.3B
$3.32 Billion 0.41% of portfolio
18,000
Q3 2025 New
$27.2B
$2.17 Billion 0.27% of portfolio
10,000
Q3 2025 New
$26.8B
$1.79 Billion 0.22% of portfolio
1,000
Q1 2025 New
$10.3B
$1.34 Billion 0.16% of portfolio
40,000
Q1 2025 Added 100.0%
$25.6B
$790 Million 0.1% of portfolio
14,863
Q1 2024 New
$34.7B
$822 Million 0.1% of portfolio
5,800
Q3 2024 New
$18.5B
$501 Million 0.06% of portfolio
2,300
Q3 2024 New
$23.4B
$402 Million 0.05% of portfolio
50
Q3 2024 New
$53.5B
$250 Million 0.03% of portfolio
5,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 173
  • Current Value $814 Billion
  • Prior Value $709 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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