DE LISLE PARTNERS LLP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MOD | 12K | $1.71M |
 | MTN | 12K | $1.73M |
 | DE | 12K | $5.26M |
 | COLB | 10K | $263.04K |
 | TLN | 10K | $4.34M |
 | JBL | 10K | $2.17M |
 | VVX | 9K | $522.95K |
 | IESC | 7K | $2.79M |
 | PNFP | 6K | $550.92K |
 | DELL | 6K | $822.27K |
 | FBNC | 6K | $306.18K |
 | BC | 6K | $347.82K |
 | MS | 5K | $794.80K |
 | MPLX | 5K | $249.78K |
 | AMZN | 4K | $878.28K |
 | NFLX | 3K | $3.60M |
 | MSFT | 3K | $1.55M |
 | PKG | 2K | $501.24K |
 | FCNCA | 1K | $1.79M |
 | NVR | 50 | $401.73K |
Modine Manufacturing Company
MOD
Shares Held
12K
Value
$1.71M
Vail Resorts, Inc.
MTN
Shares Held
12K
Value
$1.73M
Deere & Company
DE
Shares Held
12K
Value
$5.26M
Columbia Banking System, Inc.
COLB
Shares Held
10K
Value
$263.04K
Talen Energy Corporation
TLN
Shares Held
10K
Value
$4.34M
Jabil Inc.
JBL
Shares Held
10K
Value
$2.17M
V2X, Inc.
VVX
Shares Held
9K
Value
$522.95K
IES Holdings, Inc.
IESC
Shares Held
7K
Value
$2.79M
Pinnacle Financial Partners, Inc.
PNFP
Shares Held
6K
Value
$550.92K
Dell Technologies Inc.
DELL
Shares Held
6K
Value
$822.27K
First Bancorp
FBNC
Shares Held
6K
Value
$306.18K
Brunswick Corporation
BC
Shares Held
6K
Value
$347.82K
Morgan Stanley
MS
Shares Held
5K
Value
$794.80K
MPLX Lp
MPLX
Shares Held
5K
Value
$249.78K
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$878.28K
Netflix, Inc.
NFLX
Shares Held
3K
Value
$3.60M
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.55M
Packaging Corporation of America
PKG
Shares Held
2K
Value
$501.24K
First Citizens BancShares, Inc.
FCNCA
Shares Held
1K
Value
$1.79M
NVR, Inc.
NVR
Shares Held
50
Value
$401.73K