De Lisle Partners LLP has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $709 Billion distributed in 176 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 $38.2B, Cameco Corp with a value of $36.8B, Climb Global Solutions Inc Com with a value of $24.4B, Everus Construction Group Inc with a value of $21.9B, and Ufp Technologies Inc with a value of $19.9B.
Examining the 13F form we can see an increase of $107B in the current position value, from $602B to 709B.
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
$709 Billion
Consumer Cyclical: $164 Billion
Financial Services: $119 Billion
Energy: $103 Billion
Industrials: $96 Billion
Basic Materials: $57.3 Billion
Healthcare: $38.5 Billion
Consumer Defensive: $11.2 Billion
Communication Services: $4.02 Billion
Other: $3.15 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
