DE LISLE PARTNERS LLP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MOS | 131K | $4.54M |
 | MFIN | 128K | $1.30M |
 | GBX | 128K | $5.90M |
 | TDW | 124K | $6.60M |
 | TTAM | 123K | $1.83M |
 | COOP | 122K | $25.74M |
 | FCX | 119K | $4.52M |
 | TOWN | 117K | $4.03M |
 | MBUU | 116K | $3.78M |
 | AMRZ | 105K | $5.10M |
 | JOUT | 103K | $4.15M |
 | MPB | 98K | $2.80M |
 | HWKN | 97K | $17.82M |
 | TOL | 95K | $13.11M |
 | FBIZ | 94K | $4.80M |
 | ALTG | 93K | $676.38K |
 | GHM | 88K | $4.83M |
 | BLDR | 85K | $10.25M |
 | WOR | 84K | $4.66M |
 | MCBS | 84K | $2.33M |
The Mosaic Company
MOS
Shares Held
131K
Value
$4.54M
Medallion Financial Corp.
MFIN
Shares Held
128K
Value
$1.30M
The Greenbrier Companies, Inc.
GBX
Shares Held
128K
Value
$5.90M
Tidewater Inc.
TDW
Shares Held
124K
Value
$6.60M
Titan America S.A.
TTAM
Shares Held
123K
Value
$1.83M
Mr. Cooper Group Inc.
COOP
Shares Held
122K
Value
$25.74M
Freeport-McMoRan Inc.
FCX
Shares Held
119K
Value
$4.52M
TowneBank
TOWN
Shares Held
117K
Value
$4.03M
Malibu Boats, Inc.
MBUU
Shares Held
116K
Value
$3.78M
Amrize Ltd
AMRZ
Shares Held
105K
Value
$5.10M
Johnson Outdoors Inc.
JOUT
Shares Held
103K
Value
$4.15M
Mid Penn Bancorp, Inc.
MPB
Shares Held
98K
Value
$2.80M
Hawkins, Inc.
HWKN
Shares Held
97K
Value
$17.82M
Toll Brothers, Inc.
TOL
Shares Held
95K
Value
$13.11M
First Business Financial Services, Inc.
FBIZ
Shares Held
94K
Value
$4.80M
Alta Equipment Group Inc.
ALTG
Shares Held
93K
Value
$676.38K
Graham Corporation
GHM
Shares Held
88K
Value
$4.83M
Builders FirstSource, Inc.
BLDR
Shares Held
85K
Value
$10.25M
Worthington Industries, Inc.
WOR
Shares Held
84K
Value
$4.66M
MetroCity Bankshares, Inc.
MCBS
Shares Held
84K
Value
$2.33M