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 $2 Billions to $10 Billions
