De Lisle Partners LLP has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $602 Billion distributed in 186 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 $28.5B, Climb Global Solutions Inc Com with a value of $24.8B, Cameco Corp with a value of $19.9B, Murphy Usa Inc. with a value of $19.9B, and Ufp Technologies Inc with a value of $16.1B.
Examining the 13F form we can see an decrease of $80B in the current position value, from $682B to 602B.
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
$602 Billion
Consumer Cyclical: $144 Billion
Financial Services: $94.8 Billion
Energy: $81.4 Billion
Industrials: $78.3 Billion
Basic Materials: $58.5 Billion
Healthcare: $31.3 Billion
Consumer Defensive: $9.09 Billion
Communication Services: $2.97 Billion
Other: $3.27 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
