De Lisle Partners LLP: 13F holdings
CIK 20111842026Q2
| Positions | 178 |
|---|---|
| Reported value | $916.2m |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| Everus Construction Group Inc | 361,159 | $59.9m | 6.5% |
| CCJ Cameco Corp | 570,883 | $58.1m | 6.3% |
| BBW Build-A-Bear Workshop Inc | 765,938 | $23.5m | 2.6% |
| RKT Rocket Companies Inc | 1,363,100 | $21.5m | 2.3% |
| Climb Global Solutions Inc | 887,135 | $20.6m | 2.2% |
| UFPT UFP Technologies Inc | 74,302 | $19.7m | 2.1% |
| Pennant Group Inc | 507,977 | $18.8m | 2.0% |
| FS Bancorp Inc | 391,651 | $17.0m | 1.9% |
| Golar LNG Ltd | 333,390 | $16.6m | 1.8% |
| TOL Toll Brothers Inc | 95,000 | $15.7m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011184")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.